Westover Capital Advisors, LLC
Position in TSM — Taiwan Semiconductor Manufacturing Co Ltd
CIK 1483467
WILMINGTON, DE
Position in TSM
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$11,464,067
+$3,883,511 QoQ
Shares Held
24,005
+7.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
2.36%
of 13F equity value
Holder Rank
#967
of 3,554 holders
Holding Since
Jun 2024
9 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, 2026Westover Capital Advisors, LLC holds $65,882,089 across 11 Semiconductors names. TSM ranks #3 (17.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NVDA |
Nvidia Corp
|
146,961 | $29,405,426 | |
| 2 | AVGO |
Broadcom Inc.
|
49,947 | $18,867,479 | |
| 3 | TSM |
Taiwan Semiconductor Manufacturing Co Ltd
This page
|
24,005 | $11,464,067 | |
| 4 | MPWR |
Monolithic Power Systems, Inc.
|
1,540 | $2,128,834 | |
| 5 | AMD |
Advanced Micro Devices Inc
|
2,697 | $1,566,714 | |
| 6 | ARM |
Arm Holdings PLC /Uk
|
1,800 | $638,226 | |
| 7 | INTC |
Intel Corp
|
3,238 | $452,121 | |
| 8 | TXN |
Texas Instruments Inc
|
1,500 | $447,105 |
All Filings in TSM
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $11,464,067 | 24,005 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $7,580,556 | 22,431 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $6,176,868 | 20,326 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $5,660,091 | 20,266 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $4,403,192 | 19,441 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $3,040,290 | 18,315 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $2,906,657 | 14,718 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $1,784,980 | 10,278 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $1,021,307 | 5,876 | Shares | Sole | 2024-08-08 | |
| No filing history on record for this holder in this stock. | ||||||