First Eagle Investment Management, LLC

Position in TSM — Taiwan Semiconductor Manufacturing Co Ltd

CIK 1325447 NEW YORK, NY

Back to TSM Full portfolio

Position in TSM

as of Jun 30, 2026 · filed Aug 5, 2026 Compact

Position Value

$1,788,784,759

+$470,057,561 QoQ

Shares Held

3,745,597

-4.0% QoQ

Ownership

0.072%

of shares outstanding

% of Portfolio

2.99%

of 13F equity value

Holder Rank

#40

of 3,541 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 93% Shared 0% None 7%

Common Shares in TSM Over Time

Shares Held

Position Value (USD)

Position in Semiconductors

Technology · as of Jun 30, 2026

First Eagle Investment Management, LLC holds $1,935,666,510 across 7 Semiconductors names. TSM ranks #1 (92.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	TSM	Taiwan Semiconductor Manufacturing Co Ltd This page	3,745,597	$1,788,784,759
2	VSH	Vishay Intertechnology Inc	816,213	$43,895,935
3	SIMO	Silicon Motion Technology CORP	125,737	$41,911,913
4	AMBQ	Ambiq Micro, Inc.	244,394	$21,579,990
5	TXN	Texas Instruments Inc	52,464	$15,637,944
6	SYNA	SYNAPTICS Inc	112,646	$13,994,012
7	CEVA	Ceva Inc	209,117	$9,861,957

All Filings in TSM

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26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,788,784,759	3,745,597	-4.0%	Shares	Sole	2026-08-05
2026-03-31	$1,318,727,198	3,902,137	-34.3%	Shares	Sole	2026-05-14
2025-12-31	$1,804,597,887	5,938,326	-11.4%	Shares	Sole	2026-02-04
2025-09-30	$1,871,245,233	6,700,008	+0.1%	Shares	Sole	2025-11-12
2025-06-30	$1,515,903,231	6,693,025	+18.6%	Shares	Sole	2025-08-06
2025-03-31	$937,111,168	5,645,248	+0.1%	Shares	Sole	2025-05-12
2024-12-31	$1,113,676,128	5,639,152	-3.6%	Shares	Sole	2025-02-10
2024-09-30	$1,016,427,640	5,852,638	-6.8%	Shares	Sole	2024-11-12
2024-06-30	$1,091,327,265	6,278,852	-30.7%	Shares	Sole	2024-08-12
2024-03-31	$1,232,492,187	9,059,112	-0.1%	Shares	Sole	2024-05-09
2023-12-31	$942,768,944	9,065,086	+0.9%	Shares	Sole	2024-02-08
2023-09-30	$780,384,854	8,980,263	-0.9%	Shares	Sole	2023-11-08
2023-06-30	$914,178,773	9,058,450	+0.2%	Shares	Sole	2023-08-09
2023-03-31	$841,033,817	9,041,430	+0.1%	Shares	Sole	2023-05-11
2022-12-31	$672,610,359	9,029,539	+1.4%	Shares	Sole	2023-02-09
2022-09-30	$610,682,225	8,907,267	-0.6%	Shares	Sole	2022-11-10
2022-06-30	$732,630,828	8,961,845	-1.1%	Shares	Sole	2022-08-10
2022-03-31	$944,912,237	9,063,037	-2.2%	Shares	Sole	2022-05-11
2021-12-31	$1,115,031,997	9,267,991	-3.6%	Shares	Sole	2022-02-10
2021-09-30	$1,073,676,865	9,616,452	-1.5%	Shares	Sole	2021-11-10
2021-06-30	$1,173,433,174	9,765,589	+0.6%	Shares	Sole	2021-08-11
2021-03-31	$1,148,609,510	9,710,936	-1.3%	Shares	Sole	2021-05-13
2020-12-31	$1,073,312,014	9,843,287	-2.5%	Shares	Sole	2021-02-10
2020-09-30	$818,305,987	10,093,820	-0.3%	Shares	Sole	2020-11-10
2020-06-30	$575,025,089	10,129,031	+0.0%	Shares	Sole	2020-08-10
2020-03-31	$483,952,460	10,126,647	—	Shares	Sole	2020-05-12
No filing history on record for this holder in this stock.