ARGA Investment Management, LP
Position in TSM — Taiwan Semiconductor Manufacturing Co Ltd
CIK 1556915
STAMFORD, CT
Position in TSM
as of Mar 31, 2026
· filed Apr 30, 2026
Position Value
$210,088,307
+$7,083,406 QoQ
Shares Held
621,655
-6.9% QoQ
Ownership
0.012%
of shares outstanding
% of Portfolio
6.99%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
17 quarters on record
Voting authority
Sole 59%
Shared 0%
None 41%
Common Shares in TSM Over Time
Shares Held
Position Value (USD)
Position in Semiconductors
Technology · as of Mar 31, 2026ARGA Investment Management, LP holds $275,333,885 across 5 Semiconductors names. TSM ranks #1 (76.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TSM |
Taiwan Semiconductor Manufacturing Co Ltd
This page
|
621,655 | $210,088,307 | |
| 2 | NXPI |
NXP Semiconductors N.V.
|
228,027 | $44,889,395 | |
| 3 | SWKS |
Skyworks Solutions, Inc.
|
366,179 | $19,608,885 | |
| 4 | VSH |
Vishay Intertechnology Inc
|
25,563 | $460,134 | |
| 5 | MU |
Micron Technology Inc
|
850 | $287,164 |
All Filings in TSM
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $210,088,307 | 621,655 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $203,004,901 | 668,021 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $186,580,243 | 668,052 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $151,337,447 | 668,186 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $112,132,502 | 675,497 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $153,646,035 | 777,994 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $144,541,893 | 832,279 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $146,045,590 | 840,260 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $209,778,760 | 1,541,924 | Shares | Sole | 2024-04-12 | |
| 2023-12-31 | $273,009,360 | 2,625,090 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $230,334,185 | 2,650,566 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $256,223,265 | 2,538,875 | Shares | Sole | 2024-01-03 | |
| 2023-03-31 | $236,378,889 | 2,541,162 | Shares | Sole | 2024-01-03 | |
| 2022-12-31 | $152,014,052 | 2,040,731 | Shares | Sole | 2024-01-03 | |
| 2020-09-30 | $978,514 | 12,070 | Shares | Sole | 2020-11-02 | |
| 2020-06-30 | $1,008,405 | 17,763 | Shares | Sole | 2020-07-31 | |
| 2020-03-31 | $247,599 | 5,181 | Shares | Sole | 2020-04-30 | |
| No filing history on record for this holder in this stock. | ||||||