Cullen Capital Management, LLC
Position in TSM — Taiwan Semiconductor Manufacturing Co Ltd
CIK 1362535
New York, NY
Position in TSM
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$64,756,965
-$7,509,596 QoQ
Shares Held
191,617
-19.4% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.68%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 0%
Shared 100%
None 0%
Common Shares in TSM Over Time
Shares Held
Position Value (USD)
Position in Semiconductors
Technology · as of Mar 31, 2026Cullen Capital Management, LLC holds $434,105,423 across 5 Semiconductors names. TSM ranks #4 (14.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AVGO |
Broadcom Inc.
|
533,686 | $165,181,153 | |
| 2 | QCOM |
Qualcomm Inc/De
|
897,217 | $115,543,605 | |
| 3 | ASX |
ASE Technology Holding Co., Ltd.
|
4,011,499 | $86,969,298 | |
| 4 | TSM |
Taiwan Semiconductor Manufacturing Co Ltd
This page
|
191,617 | $64,756,965 | |
| 5 | MU |
Micron Technology Inc
|
4,897 | $1,654,402 |
All Filings in TSM
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $64,756,965 | 191,617 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $72,266,561 | 237,805 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $70,122,457 | 251,074 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $53,310,310 | 235,376 | Shares | Sole | 2025-09-30 | |
| 2025-03-31 | $27,297,704 | 164,444 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $59,370,036 | 300,623 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $53,179,664 | 306,211 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $54,662,202 | 314,494 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $44,493,655 | 327,039 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $39,749,424 | 382,206 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $26,303,674 | 302,689 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $34,334,699 | 340,217 | Shares | Sole | 2023-08-15 | |
| 2023-03-31 | $31,362,344 | 337,157 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $8,734,324 | 117,255 | Shares | Sole | 2023-02-16 | |
| 2022-09-30 | $11,106,720 | 162,000 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $12,992,936 | 158,935 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $19,985,390 | 191,688 | Shares | Sole | 2022-05-03 | |
| 2021-12-31 | $25,847,400 | 214,840 | Shares | Sole | 2022-02-10 | |
| 2021-09-30 | $23,543,077 | 210,865 | Shares | Sole | 2021-11-05 | |
| 2021-06-30 | $22,403,111 | 186,444 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $20,763,817 | 175,548 | Shares | Sole | 2021-05-10 | |
| 2020-12-31 | $13,696,514 | 125,610 | Shares | Sole | 2021-01-26 | |
| 2020-09-30 | $13,671,644 | 168,640 | Shares | Sole | 2020-11-02 | |
| 2020-06-30 | $11,118,688 | 195,855 | Shares | Sole | 2020-07-31 | |
| 2020-03-31 | $10,147,250 | 212,330 | Shares | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||