Grantham, Mayo, Van Otterloo & Co. LLC
Position in TSM — Taiwan Semiconductor Manufacturing Co Ltd
CIK 1352662
Boston, MA
Position in TSM
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$157,381,283
+$30,815,291 QoQ
Shares Held
329,546
-12.0% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.36%
of 13F equity value
Holder Rank
#268
of 3,571 holders
Holding Since
Mar 2020
26 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 Jun 30, 2026Grantham, Mayo, Van Otterloo & Co. LLC holds $3,935,068,219 across 19 Semiconductors names. TSM ranks #4 (4.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TXN |
Texas Instruments Inc
|
4,674,406 | $1,393,300,196 | |
| 2 | AVGO |
Broadcom Inc.
|
3,267,040 | $1,234,124,360 | |
| 3 | NVDA |
Nvidia Corp
|
4,671,972 | $934,814,877 | |
| 4 | TSM |
Taiwan Semiconductor Manufacturing Co Ltd
This page
|
329,546 | $157,381,283 | |
| 5 | STM |
STMicroelectronics N.V.
|
781,931 | $58,558,812 | |
| 6 | QCOM |
Qualcomm Inc/De
|
241,187 | $44,568,945 | |
| 7 | CRUS |
Cirrus Logic, Inc.
|
259,065 | $38,478,924 | |
| 8 | SLAB |
Silicon Laboratories Inc.
|
134,525 | $29,401,784 |
All Filings in TSM
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $157,381,283 | 329,546 | Shares | Sole | 2026-08-13 | |
| 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. | ||||||