Orion Porfolio Solutions, LLC
Position in TSM — Taiwan Semiconductor Manufacturing Co Ltd
CIK 1360533
OMAHA, NE
Position in TSM
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$40,636,797
-$535,739 QoQ
Shares Held
120,245
-11.2% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.83%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2020
23 quarters on record
Voting authority
Sole 71%
Shared 0%
None 29%
Common Shares in TSM Over Time
Shares Held
Position Value (USD)
Position in Semiconductors
Technology · as of Mar 31, 2026Orion Porfolio Solutions, LLC holds $467,172,095 across 32 Semiconductors names. TSM ranks #3 (8.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NVDA |
Nvidia Corp
|
1,280,124 | $223,253,625 | |
| 2 | AVGO |
Broadcom Inc.
|
278,487 | $86,194,511 | |
| 3 | TSM |
Taiwan Semiconductor Manufacturing Co Ltd
This page
|
120,245 | $40,636,797 | |
| 4 | MU |
Micron Technology Inc
|
73,602 | $24,865,699 | |
| 5 | AMD |
Advanced Micro Devices Inc
|
90,163 | $18,341,858 | |
| 6 | TXN |
Texas Instruments Inc
|
72,821 | $14,137,468 | |
| 7 | ADI |
Analog Devices Inc
|
35,446 | $11,276,790 | |
| 8 | QCOM |
Qualcomm Inc/De
|
52,343 | $6,740,731 |
All Filings in TSM
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $40,636,797 | 120,245 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $41,172,536 | 135,485 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $38,402,095 | 137,499 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $31,960,003 | 141,110 | Shares | Sole | 2025-08-27 | |
| 2025-03-31 | $22,085,304 | 133,044 | Shares | Sole | 2025-08-01 | |
| 2024-12-31 | $1,765,758 | 8,941 | Shares | Sole | 2025-08-01 | |
| 2024-09-30 | $28,044,405 | 161,481 | Shares | Sole | 2025-07-31 | |
| 2024-06-30 | $29,843,177 | 171,700 | Shares | Sole | 2025-07-31 | |
| 2024-03-31 | $22,121,049 | 162,595 | Shares | Sole | 2025-07-31 | |
| 2023-12-31 | $15,543,736 | 149,459 | Shares | Sole | 2025-07-31 | |
| 2023-09-30 | $13,438,563 | 154,644 | Shares | Sole | 2025-07-31 | |
| 2023-06-30 | $16,761,600 | 166,088 | Shares | Sole | 2025-07-31 | |
| 2023-03-31 | $14,784,412 | 158,938 | Shares | Sole | 2025-07-31 | |
| 2022-12-31 | $10,671,586 | 143,262 | Shares | Sole | 2023-02-06 | |
| 2022-09-30 | $10,432,980 | 152,173 | Shares | Sole | 2022-11-01 | |
| 2022-06-30 | $11,997,793 | 146,762 | Shares | Sole | 2022-07-18 | |
| 2022-03-31 | $18,854,899 | 180,845 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $24,623,125 | 204,664 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $26,423,758 | 236,666 | Shares | Sole | 2021-11-08 | |
| 2021-06-30 | $28,437,786 | 236,666 | Shares | Sole | 2021-08-03 | |
| 2021-03-31 | $22,621,286 | 191,252 | Shares | Sole | 2021-05-12 | |
| 2020-12-31 | $13,770,661 | 126,290 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $12,947,365 | 159,706 | Shares | Sole | 2020-12-03 | |
| No filing history on record for this holder in this stock. | ||||||