CONTRAVISORY INVESTMENT MANAGEMENT, INC.

Position in TSM — Taiwan Semiconductor Manufacturing Co Ltd

CIK 1365707 Norwell, MA

Position in TSM

as of Jun 30, 2026 · filed Jul 9, 2026 Compact

Position Value

$19,942,368

+$5,966,446 QoQ

Shares Held

41,758

+1.0% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

3.81%

of 13F equity value

Holder Rank

#761

of 3,554 holders

Holding Since

Jun 2023

13 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Jun 30, 2026

CONTRAVISORY INVESTMENT MANAGEMENT, INC. holds $49,243,577 across 18 Semiconductors names. TSM ranks #1 (40.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	TSM	Taiwan Semiconductor Manufacturing Co Ltd This page	41,758	$19,942,368
2	NVDA	Nvidia Corp	52,559	$10,516,530
3	AVGO	Broadcom Inc.	25,586	$9,665,111
4	AMD	Advanced Micro Devices Inc	3,410	$1,980,903
5	INTC	Intel Corp	14,056	$1,962,639
6	MU	Micron Technology Inc	1,554	$1,793,766
7	ON	On Semiconductor Corp	16,426	$1,552,914
8	TXN	Texas Instruments Inc	5,008	$1,492,734

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$19,942,368	41,758	+1.0%	Shares	Sole	2026-07-09
2026-03-31	$13,975,922	41,355	-8.1%	Shares	Sole	2026-04-20
2025-12-31	$13,678,392	45,011	-11.7%	Shares	Sole	2026-01-12
2025-09-30	$14,229,546	50,949	-8.0%	Shares	Sole	2025-10-09
2025-06-30	$12,539,165	55,363	-1.8%	Shares	Sole	2025-07-10
2025-03-31	$9,361,404	56,394	-3.5%	Shares	Sole	2025-04-10
2024-12-31	$11,546,450	58,466	-2.3%	Shares	Sole	2025-01-14
2024-09-30	$10,388,071	59,815	-0.1%	Shares	Sole	2024-10-09
2024-06-30	$10,411,566	59,902	-3.4%	Shares	Sole	2024-07-10
2024-03-31	$8,435,236	62,001	-0.8%	Shares	Sole	2024-04-11
2023-12-31	$6,500,728	62,507	+1.7%	Shares	Sole	2024-01-11
2023-09-30	$5,340,005	61,450	-2.4%	Shares	Sole	2023-10-10
2023-06-30	$6,351,299	62,934	—	Shares	Sole	2023-07-12
No filing history on record for this holder in this stock.