SFE Investment Counsel
Position in TSM — Taiwan Semiconductor Manufacturing Co Ltd
CIK 1317784
LOS ANGELES, CA
Position in TSM
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$526,759
+$126,289 QoQ
Shares Held
1,103
-6.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#2,634
of 3,554 holders
Holding Since
Jun 2025
5 quarters on record
Voting authority
Sole 44%
Shared 0%
None 56%
Common Shares in TSM Over Time
Shares Held
Position Value (USD)
Position in Semiconductors
Technology · as of Jun 30, 2026SFE Investment Counsel holds $96,269,832 across 9 Semiconductors names. TSM ranks #6 (0.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NVDA |
Nvidia Corp
|
138,995 | $27,811,509 | |
| 2 | AVGO |
Broadcom Inc.
|
56,951 | $21,513,240 | |
| 3 | QCOM |
Qualcomm Inc/De
|
92,200 | $17,037,638 | |
| 4 | MRVL |
Marvell Technology, Inc.
|
48,888 | $14,563,246 | |
| 5 | AMD |
Advanced Micro Devices Inc
|
23,759 | $13,801,840 | |
| 6 | TSM |
Taiwan Semiconductor Manufacturing Co Ltd
This page
|
1,103 | $526,759 | |
| 7 | PI |
Impinj Inc
|
3,220 | $461,200 | |
| 8 | QUIK |
QUICKLOGIC Corp
|
14,000 | $279,580 |
All Filings in TSM
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $526,759 | 1,103 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $400,470 | 1,185 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $362,540 | 1,193 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $298,281 | 1,068 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $214,712 | 948 | Shares | Sole | 2025-08-07 | |
| No filing history on record for this holder in this stock. | ||||||