O'SHAUGHNESSY ASSET MANAGEMENT, LLC
Position in TSM — Taiwan Semiconductor Manufacturing Co Ltd
CIK 1423442
Stamford, CT
Position in TSM
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$190,625,886
+$52,279,295 QoQ
Shares Held
399,158
-2.5% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
0.98%
of 13F equity value
Holder Rank
#241
of 3,554 holders
Holding Since
Mar 2020
26 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, 2026O'SHAUGHNESSY ASSET MANAGEMENT, LLC holds $2,063,165,380 across 38 Semiconductors names. TSM ranks #4 (9.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NVDA |
Nvidia Corp
|
4,105,300 | $821,429,476 | |
| 2 | AVGO |
Broadcom Inc.
|
835,057 | $315,442,781 | |
| 3 | MU |
Micron Technology Inc
|
225,571 | $260,374,349 | |
| 4 | TSM |
Taiwan Semiconductor Manufacturing Co Ltd
This page
|
399,158 | $190,625,886 | |
| 5 | AMD |
Advanced Micro Devices Inc
|
246,489 | $143,187,924 | |
| 6 | INTC |
Intel Corp
|
553,537 | $77,290,371 | |
| 7 | TXN |
Texas Instruments Inc
|
148,217 | $44,179,040 | |
| 8 | ADI |
Analog Devices Inc
|
90,382 | $35,897,018 |
All Filings in TSM
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $190,625,886 | 399,158 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $138,346,591 | 409,370 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $115,952,572 | 381,561 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $104,274,038 | 373,354 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $81,188,964 | 358,466 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $56,409,954 | 339,819 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $69,080,224 | 349,791 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $57,378,831 | 330,390 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $57,131,520 | 328,701 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $42,597,799 | 313,104 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $25,892,776 | 248,969 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $18,420,801 | 211,977 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $20,522,889 | 203,358 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $20,296,498 | 218,195 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $14,163,305 | 190,137 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $9,818,271 | 143,207 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $12,060,904 | 147,534 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $12,760,485 | 122,391 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $17,233,565 | 143,243 | Shares | Defined | 2022-02-11 | |
| 2021-09-30 | $12,723,410 | 113,958 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $11,212,369 | 93,312 | Shares | Sole | 2021-08-09 | |
| 2021-03-31 | $10,290,596 | 87,002 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $8,625,827 | 79,107 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $5,651,957 | 69,717 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $3,126,550 | 55,074 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $935,250 | 19,570 | Shares | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||