FLOSSBACH VON STORCH SE

Position in TSM — Taiwan Semiconductor Manufacturing Co Ltd

CIK 1575677 COLOGNE, 2M

Position in TSM

as of Mar 31, 2026 · filed Apr 29, 2026 Compact

Position Value

$77,145,198

-$146,891,018 QoQ

Shares Held

228,274

-69.0% QoQ

Ownership

0.004%

of shares outstanding

% of Portfolio

0.36%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 54.83497901644515.ToString("F0")% Shared 0.ToString("F0")% None 45.16502098355485.ToString("F0")%

Technology · as of Mar 31, 2026

FLOSSBACH VON STORCH SE holds $418,901,518 across 4 Semiconductors names. TSM ranks #3 (18.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ADI	Analog Devices Inc	632,481	$201,217,505
2	AVGO	Broadcom Inc.	271,335	$83,980,895
3	TSM	Taiwan Semiconductor Manufacturing Co Ltd This page	228,274	$77,145,198
4	NVDA	Nvidia Corp	324,300	$56,557,920

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$77,145,198	228,274	-69.0%	Shares	Sole	2026-04-29
2025-12-31	$224,036,216	737,228	-2.7%	Shares	Sole	2026-01-30
2025-09-30	$211,693,441	757,970	+139.6%	Shares	Sole	2025-11-03
2025-06-30	$71,660,756	316,397	+12.6%	Shares	Sole	2025-08-07
2025-03-31	$46,645,336	280,996	+22.5%	Shares	Sole	2025-04-30
2024-12-31	$45,288,999	229,323	-10.1%	Shares	Sole	2025-02-03
2024-09-30	$44,289,149	255,019	-18.9%	Shares	Sole	2024-11-08
2024-06-30	$54,626,049	314,286	-8.6%	Shares	Sole	2024-08-02
2024-03-31	$46,786,234	343,890	+26.2%	Shares	Sole	2024-05-06
2023-12-31	$28,332,200	272,425	-9.3%	Shares	Sole	2024-01-31
2023-09-30	$26,096,504	300,305	-22.1%	Shares	Sole	2023-10-27
2023-06-30	$38,895,577	385,410	-8.8%	Shares	Sole	2023-08-02
2023-03-31	$39,291,648	422,400	+61.2%	Shares	Sole	2023-05-03
2022-12-31	$19,516,380	262,000	+66.3%	Shares	Sole	2023-02-06
2022-09-30	$10,798,200	157,500	-37.1%	Shares	Sole	2022-11-14
2022-06-30	$20,483,934	250,568	-5.1%	Shares	Sole	2022-08-10
2022-03-31	$27,519,531	263,951	-26.8%	Shares	Sole	2022-05-11
2021-12-31	$43,382,582	360,590	-16.0%	Shares	Sole	2022-02-04
2021-09-30	$47,900,194	429,021	+25.1%	Shares	Sole	2021-11-04
2021-06-30	$41,197,697	342,857	+16.6%	Shares	Sole	2021-08-02
2021-03-31	$34,766,040	293,930	+90.2%	Shares	Sole	2021-05-04
2020-12-31	$16,846,680	154,500	+10.4%	Shares	Sole	2021-02-09
2020-09-30	$11,349,800	140,000	-1.8%	Shares	Sole	2020-11-05
2020-06-30	$8,089,725	142,500	+5.6%	Shares	Sole	2020-08-10
2020-03-31	$6,451,650	135,000	—	Shares	Sole	2020-05-11
No filing history on record for this holder in this stock.