Kemnay Advisory Services Inc.

Position in TSM — Taiwan Semiconductor Manufacturing Co Ltd

CIK 1555283 New York, NY

Position in TSM

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$51,614,332

+$15,763,583 QoQ

Shares Held

108,077

+1.9% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

7.54%

of 13F equity value

Holder Rank

#485

of 3,554 holders

Holding Since

Sep 2020

12 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Jun 30, 2026

Kemnay Advisory Services Inc. holds $79,944,544 across 29 Semiconductors names. TSM ranks #1 (64.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	TSM	Taiwan Semiconductor Manufacturing Co Ltd This page	108,077	$51,614,332
2	NVDA	Nvidia Corp	127,745	$25,560,497
3	AVGO	Broadcom Inc.	1,578	$596,089
4	MU	Micron Technology Inc	381	$439,784
5	AMD	Advanced Micro Devices Inc	549	$318,919
6	INTC	Intel Corp	1,386	$193,527
7	MXL	Maxlinear, Inc	1,261	$161,445
8	LSCC	Lattice Semiconductor Corp	995	$152,195

12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$51,614,332	108,077	+1.9%	Shares	Sole	2026-08-14
2026-03-31	$35,850,749	106,083	-17.1%	Shares	Sole	2026-05-15
2025-12-31	$38,870,873	127,911	-14.6%	Shares	Sole	2026-02-17
2025-09-30	$41,807,478	149,692	-8.4%	Shares	Sole	2025-11-13
2025-06-30	$36,999,179	163,359	+2.8%	Shares	Sole	2025-08-14
2025-03-31	$26,379,724	158,914	+176.9%	Shares	Sole	2025-05-15
2024-12-31	$11,332,371	57,382	-58.3%	Shares	Sole	2025-02-14
2024-09-30	$23,875,804	137,478	+187.3%	Shares	Sole	2024-11-14
2024-06-30	$8,316,634	47,849	+7.0%	Shares	Sole	2024-08-14
2024-03-31	$6,083,475	44,715	+439.1%	Shares	Sole	2024-05-15
2020-12-31	$904,486	8,295	+11.5%	Shares	Sole	2021-02-16
2020-09-30	$603,241	7,441	—	Shares	Sole	2020-11-16
No filing history on record for this holder in this stock.