Southeast Asset Advisors, LLC

Position in TSM — Taiwan Semiconductor Manufacturing Co Ltd

CIK 1390003 Thomasville, GA

Position in TSM

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$21,495,425

+$6,318,429 QoQ

Shares Held

45,010

+0.2% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

2.51%

of 13F equity value

Holder Rank

#736

of 3,564 holders

Holding Since

Jun 2024

9 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Jun 30, 2026

Southeast Asset Advisors, LLC holds $36,030,745 across 8 Semiconductors names. TSM ranks #1 (59.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	TSM	Taiwan Semiconductor Manufacturing Co Ltd This page	45,010	$21,495,425
2	NVDA	Nvidia Corp	21,678	$4,337,551
3	MU	Micron Technology Inc	3,037	$3,505,578
4	MRVL	Marvell Technology, Inc.	6,891	$2,052,759
5	AMD	Advanced Micro Devices Inc	3,505	$2,036,089
6	AVGO	Broadcom Inc.	3,249	$1,227,309
7	ALAB	Astera Labs, Inc.	1,563	$754,960
8	INTC	Intel Corp	4,448	$621,074

9 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$21,495,425	45,010	+0.2%	Shares	Sole	2026-08-14
2026-03-31	$15,176,996	44,909	+8.2%	Shares	Sole	2026-05-13
2025-12-31	$12,608,396	41,490	+0.0%	Shares	Sole	2026-02-13
2025-09-30	$11,587,462	41,489	+0.8%	Shares	Sole	2025-11-07
2025-06-30	$9,324,140	41,168	+0.8%	Shares	Sole	2025-08-12
2025-03-31	$6,777,116	40,826	+78.9%	Shares	Sole	2025-05-14
2024-12-31	$4,505,931	22,816	+201.8%	Shares	Sole	2025-02-13
2024-09-30	$1,312,945	7,560	+125.3%	Shares	Sole	2024-11-13
2024-06-30	$583,132	3,355	—	Shares	Sole	2024-08-12
No filing history on record for this holder in this stock.