Aureus Asset Management, LLC
Position in TSM — Taiwan Semiconductor Manufacturing Co Ltd
CIK 1381296
BOSTON, MA
Position in TSM
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$53,239,981
+$12,370,674 QoQ
Shares Held
111,481
-7.8% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
3.38%
of 13F equity value
Holder Rank
#476
of 3,554 holders
Holding Since
Mar 2020
24 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in TSM Over Time
Shares Held
Position Value (USD)
Position in Semiconductors
Technology · as of Jun 30, 2026Aureus Asset Management, LLC holds $196,960,762 across 11 Semiconductors names. TSM ranks #2 (27.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AVGO |
Broadcom Inc.
|
156,049 | $58,947,509 | |
| 2 | TSM |
Taiwan Semiconductor Manufacturing Co Ltd
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|
111,481 | $53,239,981 | |
| 3 | NVDA |
Nvidia Corp
|
256,163 | $51,255,654 | |
| 4 | TXN |
Texas Instruments Inc
|
72,675 | $21,662,237 | |
| 5 | MU |
Micron Technology Inc
|
4,664 | $5,383,608 | |
| 6 | AMD |
Advanced Micro Devices Inc
|
5,412 | $3,143,884 | |
| 7 | NXPI |
NXP Semiconductors N.V.
|
8,249 | $2,318,216 | |
| 8 | ADI |
Analog Devices Inc
|
790 | $313,764 |
All Filings in TSM
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $53,239,981 | 111,481 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $40,869,307 | 120,933 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $36,632,723 | 120,546 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $33,012,636 | 118,202 | Shares | Sole | 2025-11-17 | |
| 2025-06-30 | $13,943,630 | 61,564 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $1,087,964 | 6,554 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $1,334,637 | 6,758 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $1,206,832 | 6,949 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $1,178,953 | 6,783 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $599,028 | 4,403 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $511,680 | 4,920 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $386,705 | 4,450 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $345,146 | 3,420 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $318,128 | 3,420 | Shares | Sole | 2023-05-12 | |
| 2022-06-30 | $256,858 | 3,142 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $327,584 | 3,142 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $537,545 | 4,468 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $498,852 | 4,468 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $494,818 | 4,118 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $572,830 | 4,843 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $660,346 | 6,056 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $504,336 | 6,221 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $414,875 | 7,308 | Shares | Sole | 2020-08-11 | |
| 2020-03-31 | $358,902 | 7,510 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||