Position in TSM
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$285,129,825
+$97,034,628 QoQ
Shares Held
597,043
+7.3% QoQ
Ownership
0.012%
of shares outstanding
% of Portfolio
1.38%
of 13F equity value
Holder Rank
#183
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, 2026ASSETMARK, INC holds $2,972,954,785 across 44 Semiconductors names. TSM ranks #4 (9.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NVDA |
Nvidia Corp
|
6,158,108 | $1,232,175,829 | |
| 2 | AVGO |
Broadcom Inc.
|
1,555,357 | $587,536,106 | |
| 3 | MU |
Micron Technology Inc
|
347,209 | $400,779,876 | |
| 4 | TSM |
Taiwan Semiconductor Manufacturing Co Ltd
This page
|
597,043 | $285,129,825 | |
| 5 | AMD |
Advanced Micro Devices Inc
|
203,008 | $117,929,377 | |
| 6 | QCOM |
Qualcomm Inc/De
|
621,976 | $114,934,945 | |
| 7 | TXN |
Texas Instruments Inc
|
212,914 | $63,463,275 | |
| 8 | ADI |
Analog Devices Inc
|
138,536 | $55,022,343 |
All Filings in TSM
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $285,129,825 | 597,043 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $188,095,197 | 556,577 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $167,979,755 | 552,765 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $143,212,091 | 512,772 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $110,659,616 | 488,585 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $68,725,826 | 414,011 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $76,119,360 | 385,434 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $52,442,087 | 301,964 | Shares | Sole | 2024-11-01 | |
| 2024-06-30 | $50,574,886 | 290,978 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $35,945,634 | 264,209 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $28,342,808 | 272,527 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $21,054,045 | 242,279 | Shares | Sole | 2023-10-27 | |
| 2023-06-30 | $25,873,465 | 256,376 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $8,945,082 | 96,163 | Shares | Defined | 2023-05-05 | |
| 2022-12-31 | $5,877,633 | 78,905 | Shares | Defined | 2023-02-10 | |
| 2022-09-30 | $5,141,931 | 74,999 | Shares | Sole | 2022-11-01 | |
| 2022-06-30 | $5,064,657 | 61,953 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $5,111,972 | 49,031 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $2,798,169 | 23,258 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $698,817 | 6,259 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $1,138,996 | 9,479 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $594,475 | 5,026 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $15,802,840 | 144,927 | Shares | Sole | 2021-02-10 | |
| 2020-09-30 | $12,927,097 | 159,456 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $13,059,711 | 230,046 | Shares | Sole | 2020-08-11 | |
| 2020-03-31 | $10,767,756 | 225,314 | Shares | Sole | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||