Main Street Research LLC

Position in TSM — Taiwan Semiconductor Manufacturing Co Ltd

CIK 1513211 SAUSALITO, CA

Position in TSM

as of Jun 30, 2026 · filed Jul 29, 2026 Compact

Position Value

$109,090,837

+$33,674,253 QoQ

Shares Held

228,429

+2.4% QoQ

Ownership

0.004%

of shares outstanding

% of Portfolio

5.93%

of 13F equity value

Holder Rank

#329

of 3,564 holders

Holding Since

Mar 2020

14 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Jun 30, 2026

Main Street Research LLC holds $448,012,615 across 11 Semiconductors names. TSM ranks #3 (24.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NVDA	Nvidia Corp	630,053	$126,067,304
2	MU	Micron Technology Inc	108,636	$125,397,448
3	TSM	Taiwan Semiconductor Manufacturing Co Ltd This page	228,429	$109,090,837
4	AVGO	Broadcom Inc.	213,841	$80,778,437
5	AMD	Advanced Micro Devices Inc	3,308	$1,921,650
6	TXN	Texas Instruments Inc	3,560	$1,061,129
7	INTC	Intel Corp	7,350	$1,026,280
8	ON	On Semiconductor Corp	10,363	$979,718

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$109,090,837	228,429	+2.4%	Shares	Sole	2026-07-29
2026-03-31	$75,416,584	223,159	+2.3%	Shares	Sole	2026-04-30
2025-12-31	$66,292,691	218,147	-1.2%	Shares	Sole	2026-02-09
2025-09-30	$61,687,061	220,871	+61.2%	Shares	Sole	2025-11-13
2025-06-30	$31,023,920	136,977	-21.7%	Shares	Sole	2025-08-05
2025-03-31	$29,050,996	175,006	+1.3%	Shares	Sole	2025-04-30
2024-12-31	$34,119,754	172,767	+2.2%	Shares	Sole	2025-02-07
2024-09-30	$29,349,187	168,994	+1.8%	Shares	Sole	2024-11-12
2024-06-30	$28,851,590	165,995	+6939.7%	Shares	Sole	2024-07-29
2021-12-31	$283,690	2,358	-9.4%	Shares	Sole	2022-02-09
2021-09-30	$290,736	2,604	+3.3%	Shares	Sole	2021-11-12
2021-06-30	$303,043	2,522	+26.0%	Shares	Sole	2021-08-06
2021-03-31	$236,796	2,002	-98.4%	Shares	Sole	2021-05-07
2020-03-31	$5,843,713	122,279	—	Shares	Sole	2020-05-01
No filing history on record for this holder in this stock.