Campbell & CO Investment Adviser LLC
Position in TSM — Taiwan Semiconductor Manufacturing Co Ltd
CIK 1353570
BALTIMORE, MD
Position in TSM
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$4,988,696
+$3,805,116 QoQ
Shares Held
10,446
+46.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.26%
of 13F equity value
Holder Rank
#1,297
of 3,554 holders
Holding Since
Dec 2021
6 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in TSM Over Time
Shares Held
Position Value (USD)
Position in Semiconductors
Technology · as of Jun 30, 2026Campbell & CO Investment Adviser LLC holds $33,978,475 across 17 Semiconductors names. TSM ranks #1 (14.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TSM |
Taiwan Semiconductor Manufacturing Co Ltd
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|
10,446 | $4,988,696 | |
| 2 | NVDA |
Nvidia Corp
|
24,533 | $4,908,807 | |
| 3 | MTSI |
MACOM Technology Solutions Holdings, Inc.
|
9,125 | $3,470,876 | |
| 4 | MCHP |
Microchip Technology Inc
|
29,798 | $2,717,577 | |
| 5 | ADI |
Analog Devices Inc
|
6,666 | $2,647,535 | |
| 6 | NXPI |
NXP Semiconductors N.V.
|
9,186 | $2,581,541 | |
| 7 | QCOM |
Qualcomm Inc/De
|
11,401 | $2,106,790 | |
| 8 | ON |
On Semiconductor Corp
|
19,523 | $1,845,704 |
All Filings in TSM
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,988,696 | 10,446 | Shares | Sole | 2026-08-03 | |
| 2025-03-31 | $1,183,580 | 7,130 | Shares | Sole | 2025-05-14 | |
| 2024-09-30 | $654,214 | 3,767 | Shares | Sole | 2024-11-12 | |
| 2022-12-31 | $2,082,218 | 27,953 | Shares | Sole | 2023-02-14 | |
| 2022-06-30 | $789,296 | 9,655 | Shares | Sole | 2022-08-09 | |
| 2021-12-31 | $228,589 | 1,900 | Shares | Sole | 2022-02-10 | |
| No filing history on record for this holder in this stock. | ||||||