SeaBridge Investment Advisors LLC
Position in TSM — Taiwan Semiconductor Manufacturing Co Ltd
CIK 1304229
SUMMIT, NJ
Position in TSM
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$30,340,977
+$8,865,269 QoQ
Shares Held
63,532
-0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
6.32%
of 13F equity value
Holder Rank
#630
of 3,554 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, 2026SeaBridge Investment Advisors LLC holds $92,236,169 across 10 Semiconductors names. TSM ranks #1 (32.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TSM |
Taiwan Semiconductor Manufacturing Co Ltd
This page
|
63,532 | $30,340,977 | |
| 2 | MU |
Micron Technology Inc
|
19,686 | $22,723,352 | |
| 3 | AMD |
Advanced Micro Devices Inc
|
27,450 | $15,945,979 | |
| 4 | AVGO |
Broadcom Inc.
|
24,303 | $9,180,458 | |
| 5 | NVDA |
Nvidia Corp
|
26,997 | $5,401,829 | |
| 6 | INTC |
Intel Corp
|
22,537 | $3,146,841 | |
| 7 | ALAB |
Astera Labs, Inc.
|
5,761 | $2,782,678 | |
| 8 | TXN |
Texas Instruments Inc
|
7,122 | $2,122,854 |
All Filings in TSM
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $30,340,977 | 63,532 | Shares | Sole | 2026-07-17 | |
| 2026-03-31 | $21,475,708 | 63,547 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $21,705,647 | 71,426 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $20,573,897 | 73,665 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $16,541,923 | 73,036 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $11,598,586 | 69,871 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $16,381,203 | 82,947 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $14,926,589 | 85,948 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $16,434,430 | 94,554 | Shares | Sole | 2024-08-01 | |
| 2024-03-31 | $13,247,868 | 97,375 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $9,961,224 | 95,781 | Shares | Sole | 2024-01-25 | |
| 2023-09-30 | $8,662,974 | 99,689 | Shares | Sole | 2023-10-26 | |
| 2023-06-30 | $9,717,183 | 96,286 | Shares | Sole | 2023-07-28 | |
| 2023-03-31 | $7,349,045 | 79,005 | Shares | Sole | 2023-04-28 | |
| 2022-12-31 | $5,247,299 | 70,443 | Shares | Sole | 2023-01-19 | |
| 2022-09-30 | $5,092,019 | 74,271 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $6,060,291 | 74,132 | Shares | Sole | 2022-07-29 | |
| 2022-03-31 | $7,352,936 | 70,525 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $8,163,514 | 67,854 | Shares | Sole | 2022-02-02 | |
| 2021-09-30 | $7,409,652 | 66,365 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $8,434,030 | 70,190 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $8,653,483 | 73,161 | Shares | Sole | 2021-05-10 | |
| 2020-12-31 | $8,074,630 | 74,052 | Shares | Sole | 2021-02-09 | |
| 2020-09-30 | $7,213,932 | 88,984 | Shares | Sole | 2020-10-20 | |
| 2020-06-30 | $6,316,968 | 111,273 | Shares | Sole | 2020-07-27 | |
| 2020-03-31 | $5,326,768 | 111,462 | Shares | Sole | 2020-04-17 | |
| No filing history on record for this holder in this stock. | ||||||