Waverly Advisors, LLC
Position in TSM — Taiwan Semiconductor Manufacturing Co Ltd
CIK 1568787
BIRMINGHAM, AL
Position in TSM
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$114,960,172
+$53,903,084 QoQ
Shares Held
240,719
+33.2% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
1.51%
of 13F equity value
Holder Rank
#321
of 3,554 holders
Holding Since
Jun 2021
17 quarters on record
Voting authority
Sole 3%
Shared 0%
None 97%
Common Shares in TSM Over Time
Shares Held
Position Value (USD)
Position in Semiconductors
Technology · as of Jun 30, 2026Waverly Advisors, LLC holds $816,227,509 across 25 Semiconductors names. TSM ranks #4 (14.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NVDA |
Nvidia Corp
|
1,443,734 | $288,876,736 | |
| 2 | AVGO |
Broadcom Inc.
|
350,604 | $132,440,661 | |
| 3 | MU |
Micron Technology Inc
|
102,693 | $118,537,502 | |
| 4 | TSM |
Taiwan Semiconductor Manufacturing Co Ltd
This page
|
240,719 | $114,960,172 | |
| 5 | AMD |
Advanced Micro Devices Inc
|
79,986 | $46,464,667 | |
| 6 | INTC |
Intel Corp
|
201,768 | $28,172,865 | |
| 7 | QCOM |
Qualcomm Inc/De
|
127,861 | $23,627,434 | |
| 8 | ADI |
Analog Devices Inc
|
47,826 | $18,995,052 |
All Filings in TSM
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $114,960,172 | 240,719 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $61,057,088 | 180,669 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $50,532,956 | 166,287 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $49,250,557 | 176,342 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $41,265,119 | 182,194 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $30,669,662 | 184,757 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $16,332,028 | 82,698 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $11,360,102 | 65,412 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $10,584,159 | 60,895 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $1,110,302 | 8,161 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $697,320 | 6,705 | Shares | Other | 2024-02-14 | |
| 2023-09-30 | $273,299 | 3,145 | Shares | Other | 2023-11-14 | |
| 2023-06-30 | $305,685 | 3,029 | Shares | Other | 2023-08-15 | |
| 2023-03-31 | $281,012 | 3,021 | Shares | Other | 2023-05-16 | |
| 2022-12-31 | $214,902 | 2,885 | Shares | Other | 2023-02-15 | |
| 2021-09-30 | $311,279 | 2,788 | Shares | Other | 2021-11-15 | |
| 2021-06-30 | $321,066 | 2,672 | Shares | Other | 2021-08-17 | |
| No filing history on record for this holder in this stock. | ||||||