Artisan Partners Limited Partnership

Position in TSM — Taiwan Semiconductor Manufacturing Co Ltd

CIK 1466153 Milwaukee, WI

Back to TSM Full portfolio

Position in TSM

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$562,031,119

+$159,141,661 QoQ

Shares Held

1,176,856

-1.3% QoQ

Ownership

0.023%

of shares outstanding

% of Portfolio

0.92%

of 13F equity value

Holder Rank

#102

of 3,554 holders

Holding Since

Jun 2020

25 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Common Shares in TSM Over Time

Shares Held

Position Value (USD)

Derivatives in TSM

reported options exposure · as of Jun 30, 2026

CallValue

CallShares

PutValue

$27,412,518

PutShares

57,400

Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.

Position in Semiconductors

Technology · as of Jun 30, 2026

Artisan Partners Limited Partnership holds $4,235,227,515 across 20 Semiconductors names. TSM ranks #2 (13.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AVGO	Broadcom Inc.	1,612,184	$609,002,506
2	TSM	Taiwan Semiconductor Manufacturing Co Ltd This page	1,176,856	$562,031,119
3	LSCC	Lattice Semiconductor Corp	3,472,509	$531,154,976
4	NVDA	Nvidia Corp	2,256,045	$451,412,044
5	SITM	SITIME Corp	485,123	$361,688,303
6	AMD	Advanced Micro Devices Inc	508,327	$295,292,237
7	MTSI	MACOM Technology Solutions Holdings, Inc.	627,850	$238,815,304
8	MU	Micron Technology Inc	186,067	$214,775,277

All Filings in TSM

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32 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$27,412,518	57,400	-76.2%	Put	Sole	2026-08-13
2026-06-30	$562,031,119	1,176,856	-1.3%	Shares	Sole	2026-08-13
2026-03-31	$89,725,725	265,500	-25.7%	Call	Sole	2026-05-13
2026-03-31	$402,889,458	1,192,157	+56.2%	Shares	Sole	2026-05-13
2025-12-31	$231,895,116	763,089	-10.6%	Shares	Sole	2026-02-17
2025-09-30	$238,495,506	853,935	-64.8%	Shares	Sole	2025-11-12
2025-06-30	$548,754,240	2,422,863	-26.4%	Shares	Sole	2025-08-12
2025-03-31	$40,006,000	241,000	-71.7%	Put	Sole	2025-05-14
2025-03-31	$546,549,356	3,292,466	-41.2%	Shares	Sole	2025-05-14
2024-12-31	$1,106,764,175	5,604,153	-3.3%	Shares	Sole	2025-02-12
2024-09-30	$1,006,547,034	5,795,745	+3.7%	Shares	Sole	2024-11-12
2024-06-30	$971,128,613	5,587,300	-1.3%	Shares	Sole	2024-08-12
2024-03-31	$770,112,385	5,660,510	+58.4%	Shares	Sole	2024-05-13
2023-12-31	$371,661,680	3,573,670	+385.8%	Shares	Sole	2024-02-12
2023-12-31	$37,169,600	357,400	-44.7%	Call	Sole	2024-02-12
2023-09-30	$63,926,420	735,632	-75.3%	Shares	Sole	2023-11-09
2023-06-30	$300,304,414	2,975,668	+144.1%	Shares	Sole	2023-08-10
2023-03-31	$113,402,449	1,219,119	+3416.8%	Shares	Sole	2023-05-11
2022-12-31	$2,582,270	34,666	-40.6%	Shares	Sole	2023-02-10
2022-09-30	$4,004,109	58,403	-70.7%	Shares	Sole	2022-11-10
2022-06-30	$16,284,681	199,201	-53.9%	Shares	Sole	2022-08-12
2022-03-31	$45,020,093	431,806	+32.2%	Shares	Sole	2022-05-13
2021-12-31	$39,303,352	326,684	+27.6%	Shares	Sole	2022-02-11
2021-09-30	$28,595,016	256,113	-41.9%	Shares	Sole	2021-11-12
2021-06-30	$52,973,977	440,862	-60.4%	Shares	Sole	2021-08-12
2021-03-31	$131,707,263	1,113,521	-9.3%	Shares	Sole	2021-05-11
2021-03-31	$100,573,484	850,300	—	Put	Sole	2021-05-11
2020-12-31	$133,868,953	1,227,705	-0.9%	Shares	Sole	2021-02-10
2020-12-31	$70,461,648	646,200	-63.0%	Call	Sole	2021-02-10
2020-09-30	$100,400,087	1,238,437	+235.5%	Shares	Sole	2020-11-12
2020-09-30	$141,450,936	1,744,800	—	Call	Sole	2020-11-12
2020-06-30	$20,955,907	369,137	—	Shares	Sole	2020-08-12
No filing history on record for this holder in this stock.