Hodges Capital Management Inc.
Position in TSM — Taiwan Semiconductor Manufacturing Co Ltd
CIK 1337263
DALLAS, TX
Position in TSM
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$18,605,172
+$5,534,280 QoQ
Shares Held
38,958
+0.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
1.24%
of 13F equity value
Holder Rank
#782
of 3,554 holders
Holding Since
Sep 2020
24 quarters on record
Voting authority
Sole 57%
Shared 0%
None 43%
Common Shares in TSM Over Time
Shares Held
Position Value (USD)
Position in Semiconductors
Technology · as of Jun 30, 2026Hodges Capital Management Inc. holds $171,705,633 across 10 Semiconductors names. TSM ranks #3 (10.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MU |
Micron Technology Inc
|
45,882 | $52,961,133 | |
| 2 | NVDA |
Nvidia Corp
|
213,605 | $42,740,224 | |
| 3 | TSM |
Taiwan Semiconductor Manufacturing Co Ltd
This page
|
38,958 | $18,605,172 | |
| 4 | MXL |
Maxlinear, Inc
|
133,645 | $17,110,569 | |
| 5 | AVGO |
Broadcom Inc.
|
34,812 | $13,150,233 | |
| 6 | TSEM |
Tower Semiconductor Ltd
|
44,320 | $11,551,564 | |
| 7 | SMTC |
Semtech Corp
|
59,193 | $9,580,387 | |
| 8 | MRVL |
Marvell Technology, Inc.
|
14,852 | $4,424,262 |
All Filings in TSM
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $18,605,172 | 38,958 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $13,070,892 | 38,677 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $14,465,467 | 47,601 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $15,176,618 | 54,340 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $14,183,030 | 62,621 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $10,414,674 | 62,739 | Shares | Sole | 2025-06-02 | |
| 2024-12-31 | $18,926,059 | 95,833 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $17,268,008 | 99,430 | Shares | Sole | 2024-11-15 | |
| 2024-06-30 | $8,876,129 | 51,068 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $6,339,930 | 46,600 | Shares | Sole | 2024-04-16 | |
| 2023-12-31 | $5,496,400 | 52,850 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $1,833,590 | 21,100 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $5,282 | 42,178 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $3,044 | 25,719 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $785,869 | 10,550 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 | $1,388,957 | 20,259 | Shares | Sole | 2022-10-21 | |
| 2022-06-30 | $722,179 | 8,834 | Shares | Sole | 2022-07-28 | |
| 2022-03-31 | $832,411 | 7,984 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $879,345 | 7,309 | Shares | Sole | 2022-02-07 | |
| 2021-09-30 | $344,328 | 3,084 | Shares | Sole | 2021-10-06 | |
| 2021-06-30 | $541,801 | 4,509 | Shares | Sole | 2021-07-06 | |
| 2021-03-31 | $974,982 | 8,243 | Shares | Sole | 2021-04-07 | |
| 2020-12-31 | $983,322 | 9,018 | Shares | Sole | 2021-02-01 | |
| 2020-09-30 | $345,277 | 4,259 | Shares | Sole | 2020-10-15 | |
| No filing history on record for this holder in this stock. | ||||||