Obermeyer Wealth Partners

Position in TSM — Taiwan Semiconductor Manufacturing Co Ltd

CIK 1349654 ASPEN, CO

Position in TSM

as of Jun 30, 2026 · filed Jul 29, 2026 Compact

Position Value

$119,637,493

+$33,960,747 QoQ

Shares Held

250,513

-1.2% QoQ

Ownership

0.005%

of shares outstanding

% of Portfolio

8.58%

of 13F equity value

Holder Rank

#314

of 3,554 holders

Holding Since

Mar 2023

14 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Jun 30, 2026

Obermeyer Wealth Partners holds $317,350,462 across 11 Semiconductors names. TSM ranks #1 (37.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	TSM	Taiwan Semiconductor Manufacturing Co Ltd This page	250,513	$119,637,493
2	NVDA	Nvidia Corp	417,763	$83,590,198
3	AVGO	Broadcom Inc.	192,213	$72,608,460
4	TXN	Texas Instruments Inc	112,214	$33,447,626
5	ADI	Analog Devices Inc	9,946	$3,950,252
6	AMD	Advanced Micro Devices Inc	3,529	$2,050,031
7	INTC	Intel Corp	5,224	$729,427
8	MRVL	Marvell Technology, Inc.	1,450	$431,940

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$119,637,493	250,513	-1.2%	Shares	Sole	2026-07-29
2026-03-31	$85,676,746	253,519	-1.2%	Shares	Sole	2026-04-21
2025-12-31	$77,970,880	256,576	-4.3%	Shares	Sole	2026-01-29
2025-09-30	$74,852,792	268,011	-0.4%	Shares	Sole	2025-10-27
2025-06-30	$60,950,497	269,109	+0.0%	Shares	Sole	2025-08-05
2025-03-31	$44,650,016	268,976	-4.5%	Shares	Sole	2025-05-06
2024-12-31	$55,617,528	281,622	-3.3%	Shares	Sole	2025-02-14
2024-09-30	$50,586,944	291,282	-3.3%	Shares	Sole	2024-11-05
2024-06-30	$52,339,231	301,129	+0.3%	Shares	Sole	2024-08-01
2024-03-31	$40,838,536	300,173	+6.8%	Shares	Sole	2024-05-07
2023-12-31	$29,224,208	281,002	-1.5%	Shares	Sole	2024-01-31
2023-09-30	$24,793,265	285,308	+1.4%	Shares	Sole	2023-11-08
2023-06-30	$28,405,145	281,462	-3.1%	Shares	Sole	2023-08-07
2023-03-31	$27,022,589	290,503	—	Shares	Sole	2023-05-09
No filing history on record for this holder in this stock.