Carmignac Gestion

Position in TSM — Taiwan Semiconductor Manufacturing Co Ltd

CIK 1569758 PARIS, I0

Position in TSM

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$10,007,956

+$9,544,289 QoQ

Shares Held

20,956

+1427.4% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.13%

of 13F equity value

Holder Rank

#1,024

of 3,575 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Jun 30, 2026

Carmignac Gestion holds $1,490,404,834 across 5 Semiconductors names. TSM ranks #3 (0.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NVDA	Nvidia Corp	4,795,726	$959,576,815
2	AVGO	Broadcom Inc.	1,354,155	$511,532,051
3	TSM	Taiwan Semiconductor Manufacturing Co Ltd This page	20,956	$10,007,956
4	SLAB	Silicon Laboratories Inc.	40,340	$8,816,710
5	GFS	GLOBALFOUNDRIES Inc.	5,719	$471,302

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$10,007,956	20,956	+1427.4%	Shares	Sole	2026-08-13
2026-03-31	$463,667	1,372	-34.7%	Shares	Sole	2026-06-15
2025-12-31	$638,169	2,100	-82.7%	Shares	Sole	2026-02-13
2025-09-30	$3,385,553	12,122	-5.1%	Shares	Sole	2025-11-13
2025-06-30	$2,893,409	12,775	-94.4%	Shares	Sole	2025-08-13
2025-03-31	$37,992,918	228,873	+429.1%	Shares	Sole	2025-05-14
2024-12-31	$8,543,022	43,258	-48.7%	Shares	Sole	2025-02-13
2024-09-30	$14,633,955	84,263	-59.7%	Shares	Sole	2024-11-13
2024-06-30	$36,375,999	209,286	-85.8%	Shares	Sole	2024-08-13
2024-03-31	$200,713,340	1,475,291	+30.5%	Shares	Sole	2024-05-14
2023-12-31	$117,585,624	1,130,631	+108.7%	Shares	Sole	2024-02-13
2023-09-30	$47,073,382	541,696	-15.1%	Shares	Sole	2023-11-29
2023-06-30	$64,394,730	638,077	+687.9%	Shares	Sole	2023-08-11
2023-03-31	$7,533,410	80,987	+37.1%	Shares	Sole	2023-05-12
2022-12-31	$4,399,975	59,068	-58.8%	Shares	Sole	2023-02-13
2022-09-30	$9,829,790	143,375	-3.1%	Shares	Sole	2022-11-10
2022-06-30	$12,098,754	147,997	+21.5%	Shares	Sole	2022-08-12
2022-03-31	$12,697,408	121,786	-5.8%	Shares	Sole	2022-05-13
2021-12-31	$15,556,925	129,307	+15.5%	Shares	Sole	2022-02-11
2021-09-30	$12,498,659	111,945	0.0%	Shares	Sole	2021-11-12
2021-06-30	$13,451,311	111,945	0.0%	Shares	Sole	2021-08-13
2021-03-31	$13,240,854	111,945	0.0%	Shares	Sole	2021-05-14
2020-12-31	$12,206,482	111,945	-82.8%	Shares	Sole	2021-02-12
2020-09-30	$52,811,186	651,427	+9.6%	Shares	Sole	2020-11-13
2020-06-30	$33,743,179	594,384	-19.2%	Shares	Sole	2020-08-13
2020-03-31	$35,139,939	735,299	—	Shares	Sole	2020-05-14
No filing history on record for this holder in this stock.