Cerity Partners LLC
Position in TSM — Taiwan Semiconductor Manufacturing Co Ltd
CIK 1566475
NEW YORK, NY
Position in TSM
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$304,994,824
+$94,056,575 QoQ
Shares Held
638,639
+2.3% QoQ
Ownership
0.012%
of shares outstanding
% of Portfolio
0.61%
of 13F equity value
Holder Rank
#174
of 3,554 holders
Holding Since
Sep 2020
24 quarters on record
Voting authority
Sole 68%
Shared 5%
None 27%
Common Shares in TSM Over Time
Shares Held
Position Value (USD)
Derivatives in TSM
reported options exposure · as of Jun 30, 2026CallValue
$0
CallShares
0
PutValue
$286,542
PutShares
600
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Semiconductors
Technology · as of Jun 30, 2026Cerity Partners LLC holds $5,678,802,002 across 40 Semiconductors names. TSM ranks #5 (5.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NVDA |
Nvidia Corp
|
13,610,763 | $2,723,377,566 | |
| 2 | AVGO |
Broadcom Inc.
|
3,055,390 | $1,154,173,572 | |
| 3 | AMD |
Advanced Micro Devices Inc
|
698,817 | $405,949,782 | |
| 4 | MU |
Micron Technology Inc
|
288,481 | $332,990,731 | |
| 5 | TSM |
Taiwan Semiconductor Manufacturing Co Ltd
This page
|
638,639 | $304,994,824 | |
| 6 | INTC |
Intel Corp
|
1,326,665 | $185,242,231 | |
| 7 | ADI |
Analog Devices Inc
|
340,330 | $135,168,865 | |
| 8 | TXN |
Texas Instruments Inc
|
429,200 | $127,931,641 |
All Filings in TSM
Export CSV
27 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $304,994,824 | 638,639 | Shares | Sole | 2026-08-14 | |
| 2026-06-30 | $286,542 | 600 | Put | Other | 2026-08-14 | |
| 2026-03-31 | $210,938,249 | 624,170 | Shares | Defined | 2026-05-15 | |
| 2026-03-31 | $236,565 | 700 | Put | Other | 2026-05-15 | |
| 2026-03-31 | $1,182,825 | 3,500 | Call | Sole | 2026-05-15 | |
| 2025-12-31 | $167,919,280 | 552,566 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $156,423,905 | 560,077 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $122,515,688 | 540,932 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $94,405,860 | 568,710 | Shares | Other | 2025-04-30 | |
| 2024-12-31 | $99,196,462 | 502,286 | Shares | Other | 2025-02-13 | |
| 2024-09-30 | $87,099,152 | 501,521 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $78,070,759 | 449,173 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $56,581,562 | 415,888 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $38,012,936 | 365,509 | Shares | Defined | 2024-01-26 | |
| 2023-09-30 | $28,842,370 | 331,903 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $34,220,559 | 339,086 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $30,256,894 | 325,273 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $24,496,483 | 328,856 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $4,440,562 | 64,769 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $5,069,317 | 62,010 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $2,614,423 | 25,076 | Shares | Sole | 2022-04-25 | |
| 2021-12-31 | $6,015,620 | 50,001 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $975,262 | 8,735 | Shares | Sole | 2021-10-25 | |
| 2021-06-30 | $1,013,669 | 8,436 | Shares | Sole | 2021-08-11 | |
| 2021-03-31 | $888,874 | 7,515 | Shares | Sole | 2021-08-11 | |
| 2020-12-31 | $588,270 | 5,395 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $360,437 | 4,446 | Shares | Sole | 2020-11-12 | |
| No filing history on record for this holder in this stock. | ||||||