CONFLUENCE INVESTMENT MANAGEMENT LLC
Position in TSM — Taiwan Semiconductor Manufacturing Co Ltd
CIK 1442056
ST. LOUIS, MO
Position in TSM
as of Jun 30, 2026
· filed Jul 1, 2026
Position Value
$3,640,038
+$734,682 QoQ
Shares Held
7,622
-11.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#1,466
of 3,564 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 98%
Shared 0%
None 2%
Common Shares in TSM Over Time
Shares Held
Position Value (USD)
Position in Semiconductors
Technology · as of Jun 30, 2026CONFLUENCE INVESTMENT MANAGEMENT LLC holds $163,830,957 across 5 Semiconductors names. TSM ranks #3 (2.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ADI |
Analog Devices Inc
|
293,390 | $116,525,705 | |
| 2 | NXPI |
NXP Semiconductors N.V.
|
151,365 | $42,538,105 | |
| 3 | TSM |
Taiwan Semiconductor Manufacturing Co Ltd
This page
|
7,622 | $3,640,038 | |
| 4 | ASX |
ASE Technology Holding Co., Ltd.
|
20,488 | $924,418 | |
| 5 | NVDA |
Nvidia Corp
|
1,013 | $202,691 |
All Filings in TSM
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,640,038 | 7,622 | Shares | Sole | 2026-07-01 | |
| 2026-03-31 | $2,905,356 | 8,597 | Shares | Sole | 2026-04-01 | |
| 2025-12-31 | $2,623,786 | 8,634 | Shares | Sole | 2026-01-05 | |
| 2025-09-30 | $2,394,353 | 8,573 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $2,166,603 | 9,566 | Shares | Sole | 2025-07-01 | |
| 2025-03-31 | $1,626,136 | 9,796 | Shares | Sole | 2025-04-01 | |
| 2024-12-31 | $2,042,046 | 10,340 | Shares | Sole | 2025-01-02 | |
| 2024-09-30 | $1,794,358 | 10,332 | Shares | Sole | 2024-10-31 | |
| 2024-06-30 | $1,859,767 | 10,700 | Shares | Sole | 2024-07-01 | |
| 2024-03-31 | $1,435,871 | 10,554 | Shares | Sole | 2024-04-01 | |
| 2023-12-31 | $1,138,904 | 10,951 | Shares | Sole | 2024-11-05 | |
| 2023-09-30 | $996,221 | 11,464 | Shares | Sole | 2023-10-10 | |
| 2023-06-30 | $1,212,553 | 12,015 | Shares | Sole | 2023-07-03 | |
| 2023-03-31 | $1,196,702 | 12,865 | Shares | Sole | 2023-04-04 | |
| 2022-12-31 | $958,313 | 12,865 | Shares | Sole | 2023-01-04 | |
| 2022-09-30 | $912,259 | 13,306 | Shares | Sole | 2022-10-03 | |
| 2022-06-30 | $1,146,707 | 14,027 | Shares | Sole | 2022-07-12 | |
| 2022-03-31 | $1,525,428 | 14,631 | Shares | Sole | 2022-04-04 | |
| 2021-12-31 | $2,123,591 | 17,651 | Shares | Sole | 2022-01-04 | |
| 2021-09-30 | $2,165,451 | 19,395 | Shares | Sole | 2021-10-04 | |
| 2021-06-30 | $2,318,847 | 19,298 | Shares | Sole | 2021-07-01 | |
| 2021-03-31 | $2,273,696 | 19,223 | Shares | Sole | 2021-04-05 | |
| 2020-12-31 | $2,171,422 | 19,914 | Shares | Sole | 2021-01-25 | |
| 2020-09-30 | $2,136,437 | 26,353 | Shares | Sole | 2020-10-19 | |
| 2020-06-30 | $1,537,672 | 27,086 | Shares | Sole | 2020-07-01 | |
| 2020-03-31 | $1,313,125 | 27,477 | Shares | Sole | 2020-06-03 | |
| No filing history on record for this holder in this stock. | ||||||