Cornerstone Investment Partners, LLC

Position in TSM — Taiwan Semiconductor Manufacturing Co Ltd

CIK 1328062 ATLANTA, GA

Position in TSM

as of Jun 30, 2026 · filed Aug 7, 2026 Compact

Position Value

$147,611,156

+$44,678,008 QoQ

Shares Held

309,088

+1.5% QoQ

Ownership

0.006%

of shares outstanding

% of Portfolio

5.07%

of 13F equity value

Holder Rank

#277

of 3,541 holders

Holding Since

Mar 2020

11 quarters on record

Voting authority Sole 94% Shared 0% None 6%

Technology · as of Jun 30, 2026

Cornerstone Investment Partners, LLC holds $427,095,801 across 9 Semiconductors names. TSM ranks #2 (34.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MU	Micron Technology Inc	134,961	$155,784,132
2	TSM	Taiwan Semiconductor Manufacturing Co Ltd This page	309,088	$147,611,156
3	AVGO	Broadcom Inc.	322,229	$121,722,004
4	LASR	Nlight, Inc.	7,566	$526,744
5	DIOD	Diodes Inc /Del/	3,791	$414,887
6	AIP	Arteris, Inc.	6,683	$324,726
7	CEVA	Ceva Inc	6,088	$287,110
8	AOSL	ALPHA & OMEGA SEMICONDUCTOR Ltd	5,107	$241,714

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$147,611,156	309,088	+1.5%	Shares	Sole	2026-08-07
2026-03-31	$102,933,148	304,581	+26.6%	Shares	Sole	2026-05-08
2025-12-31	$73,096,181	240,535	-45.8%	Shares	Sole	2026-01-29
2021-12-31	$53,343,769	443,386	-8.3%	Shares	Sole	2022-02-07
2021-09-30	$53,960,668	483,302	-10.8%	Shares	Sole	2021-10-25
2021-06-30	$65,139,937	542,110	-4.1%	Shares	Sole	2021-07-29
2021-03-31	$66,869,834	565,352	-16.8%	Shares	Sole	2021-04-26
2020-12-31	$74,092,680	679,500	-14.6%	Shares	Sole	2021-01-28
2020-09-30	$64,534,233	796,031	-11.5%	Shares	Sole	2020-10-30
2020-06-30	$51,087,436	899,902	-24.3%	Shares	Sole	2020-07-30
2020-03-31	$56,839,657	1,189,363	—	Shares	Sole	2020-04-27
No filing history on record for this holder in this stock.