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Equibles

ARGA Investment Management, LP

Position in TSM — Taiwan Semiconductor Manufacturing Co Ltd

CIK 1556915 STAMFORD, CT
Back to TSM Full portfolio

Position in TSM

as of Jun 30, 2026 · filed Jul 31, 2026
Position Value
$292,106,168
+$82,017,861 QoQ
Shares Held
611,651
-1.6% QoQ
Ownership
0.012%
of shares outstanding
% of Portfolio
7.45%
of 13F equity value
Holder Rank
#178
of 3,571 holders
Holding Since
Mar 2020
18 quarters on record
Voting authority Sole 58% Shared 0% None 42%

Common Shares in TSM Over Time

Shares Held

Position Value (USD)

Position in Semiconductors

Technology · as of Jun 30, 2026

ARGA Investment Management, LP holds $377,816,907 across 4 Semiconductors names. TSM ranks #1 (77.3% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 TSM
Taiwan Semiconductor Manufacturing Co Ltd
This page 		611,651 $292,106,168
2 NXPI
NXP Semiconductors N.V.
 128,599 $36,140,176
3 QCOM
Qualcomm Inc/De
 166,344 $30,738,707
4 SWKS
Skyworks Solutions, Inc.
 277,756 $18,831,856

All Filings in TSM

Export CSV
18 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $292,106,168 611,651
2026-03-31 $210,088,307 621,655
2025-12-31 $203,004,901 668,021
2025-09-30 $186,580,243 668,052
2025-06-30 $151,337,447 668,186
2025-03-31 $112,132,502 675,497
2024-12-31 $153,646,035 777,994
2024-09-30 $144,541,893 832,279
2024-06-30 $146,045,590 840,260
2024-03-31 $209,778,760 1,541,924
2023-12-31 $273,009,360 2,625,090
2023-09-30 $230,334,185 2,650,566
2023-06-30 $256,223,265 2,538,875
2023-03-31 $236,378,889 2,541,162
2022-12-31 $152,014,052 2,040,731
2020-09-30 $978,514 12,070
2020-06-30 $1,008,405 17,763
2020-03-31 $247,599 5,181