Cantillon Capital Management LLC

Position in TSM — Taiwan Semiconductor Manufacturing Co Ltd

CIK 1279936 New York, NY

Back to TSM Full portfolio

Position in TSM

as of Jun 30, 2026 · filed Jul 29, 2026 Compact

Position Value

$54,834,587

-$787,860,972 QoQ

Shares Held

114,820

-95.4% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

8.24%

of 13F equity value

Holder Rank

#467

of 3,541 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Common Shares in TSM Over Time

Shares Held

Position Value (USD)

Position in Semiconductors

Technology · as of Jun 30, 2026

Cantillon Capital Management LLC holds $160,339,697 across 3 Semiconductors names. TSM ranks #2 (34.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AVGO	Broadcom Inc.	186,760	$70,548,590
2	TSM	Taiwan Semiconductor Manufacturing Co Ltd This page	114,820	$54,834,587
3	ADI	Analog Devices Inc	88,014	$34,956,520

All Filings in TSM

Export CSV

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$54,834,587	114,820	-95.4%	Shares	Defined	2026-07-29
2026-03-31	$842,695,559	2,493,551	-11.9%	Shares	Defined	2026-05-07
2025-12-31	$859,789,290	2,829,278	+0.8%	Shares	Defined	2026-02-11
2025-09-30	$784,238,220	2,807,971	-1.1%	Shares	Defined	2026-02-17
2025-06-30	$642,987,669	2,838,923	-2.8%	Shares	Defined	2026-02-17
2025-03-31	$484,941,776	2,921,336	-3.0%	Shares	Defined	2026-02-17
2024-12-31	$594,773,522	3,011,664	+0.5%	Shares	Defined	2025-02-05
2024-09-30	$520,260,961	2,995,687	-2.9%	Shares	Defined	2024-11-07
2024-06-30	$536,220,013	3,085,093	-4.8%	Shares	Defined	2024-08-05
2024-03-31	$441,116,819	3,242,314	-2.0%	Shares	Defined	2024-05-08
2023-12-31	$344,028,880	3,307,970	-2.4%	Shares	Defined	2024-02-07
2023-09-30	$294,461,432	3,388,509	-0.4%	Shares	Defined	2023-11-06
2023-06-30	$343,303,398	3,401,738	+6.3%	Shares	Defined	2023-08-09
2023-03-31	$297,576,746	3,199,062	-1.6%	Shares	Defined	2023-05-04
2022-12-31	$242,111,419	3,250,254	-2.2%	Shares	Defined	2023-02-06
2022-09-30	$227,775,653	3,322,282	-0.8%	Shares	Defined	2022-11-03
2022-06-30	$273,872,146	3,350,118	-0.5%	Shares	Defined	2022-08-03
2022-03-31	$351,168,531	3,368,200	+3.0%	Shares	Defined	2022-05-03
2021-12-31	$393,329,121	3,269,297	-7.0%	Shares	Defined	2022-01-27
2021-09-30	$392,661,437	3,516,896	-1.6%	Shares	Defined	2021-10-26
2021-06-30	$429,593,869	3,575,182	-1.1%	Shares	Defined	2021-07-27
2021-03-31	$427,769,318	3,616,582	-3.7%	Shares	Defined	2021-05-03
2020-12-31	$409,304,428	3,753,709	-0.6%	Shares	Defined	2021-02-03
2020-09-30	$306,174,474	3,776,668	-1.0%	Shares	Defined	2020-10-30
2020-06-30	$216,564,208	3,814,765	+0.8%	Shares	Defined	2020-07-31
2020-03-31	$180,883,907	3,784,974	—	Shares	Defined	2020-04-30
No filing history on record for this holder in this stock.