Mengis Capital Management, Inc.
Position in TSM — Taiwan Semiconductor Manufacturing Co Ltd
CIK 1609674
PORTLAND, OR
Position in TSM
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$1,540,640
+$560,248 QoQ
Shares Held
3,226
+11.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.44%
of 13F equity value
Holder Rank
#1,942
of 3,564 holders
Holding Since
Jun 2025
5 quarters on record
Voting authority
Sole 94%
Shared 0%
None 6%
Common Shares in TSM Over Time
Shares Held
Position Value (USD)
Position in Semiconductors
Technology · as of Jun 30, 2026Mengis Capital Management, Inc. holds $36,208,605 across 7 Semiconductors names. TSM ranks #5 (4.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MRVL |
Marvell Technology, Inc.
|
46,555 | $13,868,268 | |
| 2 | QCOM |
Qualcomm Inc/De
|
65,488 | $12,101,527 | |
| 3 | AMD |
Advanced Micro Devices Inc
|
9,600 | $5,576,736 | |
| 4 | INTC |
Intel Corp
|
16,811 | $2,347,319 | |
| 5 | TSM |
Taiwan Semiconductor Manufacturing Co Ltd
This page
|
3,226 | $1,540,640 | |
| 6 | ADI |
Analog Devices Inc
|
1,050 | $417,028 | |
| 7 | TXN |
Texas Instruments Inc
|
1,198 | $357,087 |
All Filings in TSM
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,540,640 | 3,226 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $980,392 | 2,901 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $883,104 | 2,906 | Shares | Sole | 2026-03-05 | |
| 2025-09-30 | $832,284 | 2,980 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $646,628 | 2,855 | Shares | Sole | 2025-07-24 | |
| No filing history on record for this holder in this stock. | ||||||