Select Equity Group, L.P.

Position in TSM — Taiwan Semiconductor Manufacturing Co Ltd

CIK 1592643 NEW YORK, NY

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Position in TSM

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$489,121,940

+$141,734,349 QoQ

Shares Held

1,024,189

-0.4% QoQ

Ownership

0.020%

of shares outstanding

% of Portfolio

2.62%

of 13F equity value

Holder Rank

#125

of 3,554 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 97% Shared 0% None 3%

Common Shares in TSM Over Time

Shares Held

Position Value (USD)

Position in Semiconductors

Technology · as of Jun 30, 2026

Select Equity Group, L.P. holds $1,094,745,667 across 5 Semiconductors names. TSM ranks #1 (44.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	TSM	Taiwan Semiconductor Manufacturing Co Ltd This page	1,024,189	$489,121,940
2	NVDA	Nvidia Corp	1,396,937	$279,513,124
3	INTC	Intel Corp	1,503,056	$209,871,709
4	AVGO	Broadcom Inc.	257,148	$97,137,657
5	GFS	GLOBALFOUNDRIES Inc.	231,783	$19,101,237

All Filings in TSM

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26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$489,121,940	1,024,189	-0.4%	Shares	Sole	2026-08-14
2026-03-31	$347,387,591	1,027,926	+1.4%	Shares	Sole	2026-05-15
2025-12-31	$308,065,144	1,013,739	-54.3%	Shares	Sole	2026-02-17
2025-09-30	$619,511,302	2,218,165	-1.9%	Shares	Sole	2025-11-14
2025-06-30	$511,864,002	2,259,985	+21.9%	Shares	Sole	2025-08-14
2025-03-31	$307,703,908	1,853,638	+53.4%	Shares	Sole	2025-05-15
2024-12-31	$238,570,092	1,208,011	-8.5%	Shares	Sole	2025-02-14
2024-09-30	$229,296,153	1,320,298	-47.1%	Shares	Sole	2024-11-14
2024-06-30	$434,189,372	2,498,069	-5.2%	Shares	Sole	2024-08-14
2024-03-31	$358,630,793	2,636,022	-0.0%	Shares	Sole	2024-05-15
2023-12-31	$274,203,280	2,636,570	+27.3%	Shares	Sole	2024-02-14
2023-09-30	$179,985,020	2,071,174	-13.9%	Shares	Sole	2023-11-14
2023-06-30	$242,627,928	2,404,161	-0.5%	Shares	Sole	2023-08-14
2023-03-31	$224,756,784	2,416,220	-4.4%	Shares	Sole	2023-05-15
2022-12-31	$188,306,995	2,527,950	+306.6%	Shares	Sole	2023-02-14
2022-09-30	$42,624,506	621,711	-21.0%	Shares	Sole	2022-11-14
2022-06-30	$64,331,282	786,927	+72.2%	Shares	Sole	2022-08-15
2022-03-31	$47,653,284	457,062	-45.6%	Shares	Sole	2022-05-16
2021-12-31	$101,111,170	840,422	+45.7%	Shares	Sole	2022-02-14
2021-09-30	$64,405,079	576,848	+17.3%	Shares	Sole	2021-11-15
2021-06-30	$59,107,785	491,909	+2.2%	Shares	Sole	2021-08-16
2021-03-31	$56,940,228	481,402	-37.4%	Shares	Sole	2021-05-17
2020-12-31	$83,839,220	768,885	-33.9%	Shares	Sole	2021-02-16
2020-09-30	$94,335,321	1,163,628	-26.2%	Shares	Sole	2020-11-16
2020-06-30	$89,568,470	1,577,743	+712.2%	Shares	Sole	2020-08-14
2020-03-31	$9,283,828	194,263	—	Shares	Sole	2020-05-15
No filing history on record for this holder in this stock.