Artisan Partners Limited Partnership
Position in TSM — Taiwan Semiconductor Manufacturing Co Ltd
CIK 1466153
Milwaukee, WI
Position in TSM
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$402,889,458
+$170,994,342 QoQ
Shares Held
1,192,157
+56.2% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.66%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2020
24 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in TSM Over Time
Shares Held
Position Value (USD)
Derivatives in TSM
reported options exposure · as of Mar 31, 2026CallValue
$89,725,725
CallShares
265,500
PutValue
$0
PutShares
0
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 Mar 31, 2026Artisan Partners Limited Partnership holds $3,342,336,425 across 16 Semiconductors names. TSM ranks #2 (12.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AVGO |
Broadcom Inc.
|
2,054,574 | $635,911,198 | |
| 2 | TSM |
Taiwan Semiconductor Manufacturing Co Ltd
This page
|
1,192,157 | $402,889,458 | |
| 3 | NVDA |
Nvidia Corp
|
2,098,045 | $365,899,048 | |
| 4 | AMD |
Advanced Micro Devices Inc
|
1,541,203 | $313,526,926 | |
| 5 | LSCC |
Lattice Semiconductor Corp
|
3,004,182 | $278,667,922 | |
| 6 | MTSI |
MACOM Technology Solutions Holdings, Inc.
|
1,047,159 | $232,542,599 | |
| 7 | ADI |
Analog Devices Inc
|
644,781 | $205,130,627 | |
| 8 | MPWR |
Monolithic Power Systems Inc
|
150,873 | $164,956,994 |
All Filings in TSM
Export CSV
30 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $89,725,725 | 265,500 | Call | Sole | 2026-05-13 | |
| 2026-03-31 | $402,889,458 | 1,192,157 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $231,895,116 | 763,089 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $238,495,506 | 853,935 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $548,754,240 | 2,422,863 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $40,006,000 | 241,000 | Put | Sole | 2025-05-14 | |
| 2025-03-31 | $546,549,356 | 3,292,466 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $1,106,764,175 | 5,604,153 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $1,006,547,034 | 5,795,745 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $971,128,613 | 5,587,300 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $770,112,385 | 5,660,510 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $371,661,680 | 3,573,670 | Shares | Sole | 2024-02-12 | |
| 2023-12-31 | $37,169,600 | 357,400 | Call | Sole | 2024-02-12 | |
| 2023-09-30 | $63,926,420 | 735,632 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $300,304,414 | 2,975,668 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $113,402,449 | 1,219,119 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $2,582,270 | 34,666 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $4,004,109 | 58,403 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $16,284,681 | 199,201 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $45,020,093 | 431,806 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $39,303,352 | 326,684 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $28,595,016 | 256,113 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $52,973,977 | 440,862 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $131,707,263 | 1,113,521 | 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 | Shares | Sole | 2021-02-10 | |
| 2020-12-31 | $70,461,648 | 646,200 | Call | Sole | 2021-02-10 | |
| 2020-09-30 | $100,400,087 | 1,238,437 | 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. | ||||||