Baldwin Investment Management, LLC
Position in TSM — Taiwan Semiconductor Manufacturing Co Ltd
CIK 1346378
WEST CONSHOHOCKEN, PA
Position in TSM
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$7,829,760
+$2,195,458 QoQ
Shares Held
16,395
-1.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
1.38%
of 13F equity value
Holder Rank
#1,113
of 3,554 holders
Holding Since
Mar 2020
26 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, 2026Baldwin Investment Management, LLC holds $72,595,988 across 10 Semiconductors names. TSM ranks #3 (10.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AVGO |
Broadcom Inc.
|
75,155 | $28,389,801 | |
| 2 | NVDA |
Nvidia Corp
|
134,950 | $27,002,145 | |
| 3 | TSM |
Taiwan Semiconductor Manufacturing Co Ltd
This page
|
16,395 | $7,829,760 | |
| 4 | MRVL |
Marvell Technology, Inc.
|
10,071 | $3,000,050 | |
| 5 | TXN |
Texas Instruments Inc
|
7,349 | $2,190,516 | |
| 6 | MU |
Micron Technology Inc
|
1,227 | $1,416,313 | |
| 7 | NXPI |
NXP Semiconductors N.V.
|
3,837 | $1,078,312 | |
| 8 | ADI |
Analog Devices Inc
|
2,510 | $996,896 |
All Filings in TSM
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,829,760 | 16,395 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $5,634,302 | 16,672 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $5,016,312 | 16,507 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $4,633,979 | 16,592 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $3,769,246 | 16,642 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $2,793,448 | 16,828 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $3,056,750 | 15,478 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $2,816,232 | 16,216 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $2,783,740 | 16,016 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $2,225,369 | 16,357 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $1,685,528 | 16,207 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $1,414,905 | 16,282 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $1,643,684 | 16,287 | Shares | Sole | 2023-08-01 | |
| 2023-03-31 | $1,436,879 | 15,447 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $1,068,708 | 14,347 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $1,026,617 | 14,974 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $1,256,415 | 15,369 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $1,602,371 | 15,369 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $1,861,075 | 15,469 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $1,916,918 | 17,169 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $2,315,363 | 19,269 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $2,256,900 | 19,081 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $2,109,378 | 19,345 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $1,464,934 | 18,070 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $1,095,888 | 19,304 | Shares | Sole | 2020-07-27 | |
| 2020-03-31 | $905,955 | 18,957 | Shares | Sole | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||