Grantham, Mayo, Van Otterloo & Co. LLC
Position in TSM — Taiwan Semiconductor Manufacturing Co Ltd
CIK 1352662
Boston, MA
Position in TSM
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$126,565,992
+$2,787,037 QoQ
Shares Held
374,511
-8.1% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.33%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 96%
Shared 0%
None 4%
Common Shares in TSM Over Time
Shares Held
Position Value (USD)
Position in Semiconductors
Technology · as of Mar 31, 2026Grantham, Mayo, Van Otterloo & Co. LLC holds $2,377,199,590 across 14 Semiconductors names. TSM ranks #3 (5.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AVGO |
Broadcom Inc.
|
3,348,517 | $1,036,399,496 | |
| 2 | TXN |
Texas Instruments Inc
|
5,061,047 | $982,551,664 | |
| 3 | TSM |
Taiwan Semiconductor Manufacturing Co Ltd
This page
|
374,511 | $126,565,992 | |
| 4 | NVDA |
Nvidia Corp
|
354,515 | $61,827,416 | |
| 5 | QCOM |
Qualcomm Inc/De
|
443,461 | $57,108,907 | |
| 6 | CRUS |
Cirrus Logic, Inc.
|
252,333 | $36,492,398 | |
| 7 | STM |
STMicroelectronics N.V.
|
962,045 | $33,238,654 | |
| 8 | SWKS |
Skyworks Solutions, Inc.
|
231,609 | $12,402,661 |
All Filings in TSM
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $126,565,992 | 374,511 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $123,778,955 | 407,315 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $46,705,108 | 167,228 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $38,361,517 | 169,374 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $24,568,830 | 148,005 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $24,504,361 | 124,079 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $27,821,412 | 160,197 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $16,192,834 | 93,164 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $93,592,740 | 687,929 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $109,534,464 | 1,053,216 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $83,145,224 | 956,792 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $104,239,359 | 1,032,891 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $130,135,538 | 1,399,006 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $127,733,589 | 1,714,775 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $192,027,852 | 2,800,873 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $208,547,765 | 2,551,043 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $207,545,898 | 1,990,657 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $177,595,606 | 1,476,150 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $46,094,702 | 412,850 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $63,585,307 | 529,172 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $78,677,135 | 665,177 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $39,777,792 | 364,800 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $60,966,909 | 752,028 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $57,675,481 | 1,015,950 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $69,417,364 | 1,452,550 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||