Callahan Advisors, LLC
Position in TSM — Taiwan Semiconductor Manufacturing Co Ltd
CIK 1395055
Houston, TX
Position in TSM
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$23,512,203
+$9,528,846 QoQ
Shares Held
49,233
+19.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
1.78%
of 13F equity value
Holder Rank
#711
of 3,564 holders
Holding Since
Jun 2024
9 quarters on record
Voting authority
Sole 96%
Shared 0%
None 4%
Common Shares in TSM Over Time
Shares Held
Position Value (USD)
Position in Semiconductors
Technology · as of Jun 30, 2026Callahan Advisors, LLC holds $62,754,068 across 7 Semiconductors names. TSM ranks #2 (37.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NVDA |
Nvidia Corp
|
178,501 | $35,716,265 | |
| 2 | TSM |
Taiwan Semiconductor Manufacturing Co Ltd
This page
|
49,233 | $23,512,203 | |
| 3 | AVGO |
Broadcom Inc.
|
3,367 | $1,271,884 | |
| 4 | MU |
Micron Technology Inc
|
817 | $943,054 | |
| 5 | TXN |
Texas Instruments Inc
|
1,701 | $507,017 | |
| 6 | INTC |
Intel Corp
|
3,147 | $439,415 | |
| 7 | AMD |
Advanced Micro Devices Inc
|
627 | $364,230 |
All Filings in TSM
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $23,512,203 | 49,233 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $13,983,357 | 41,377 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $10,179,707 | 33,498 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $8,824,167 | 31,595 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $5,790,669 | 25,567 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $2,031,342 | 12,237 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $2,037,899 | 10,319 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $1,451,881 | 8,360 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $869,397 | 5,002 | Shares | Sole | 2024-07-29 | |
| No filing history on record for this holder in this stock. | ||||||