Orbis Allan Gray Ltd
Position in TSM — Taiwan Semiconductor Manufacturing Co Ltd
CIK 1663865
HamiltoN, D0
Position in TSM
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$1,392,594
-$312,025 QoQ
Shares Held
2,916
-42.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#2,008
of 3,554 holders
Holding Since
Mar 2020
22 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in TSM Over Time
Shares Held
Position Value (USD)
Position in Semiconductors
Technology · as of Jun 30, 2026Orbis Allan Gray Ltd holds $806,941,969 across 5 Semiconductors names. TSM ranks #5 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NVDA |
Nvidia Corp
|
2,450,522 | $490,324,946 | |
| 2 | SYNA |
SYNAPTICS Inc
|
1,422,657 | $176,736,678 | |
| 3 | ON |
On Semiconductor Corp
|
741,034 | $70,057,354 | |
| 4 | MRVL |
Marvell Technology, Inc.
|
229,717 | $68,430,397 | |
| 5 | TSM |
Taiwan Semiconductor Manufacturing Co Ltd
This page
|
2,916 | $1,392,594 |
All Filings in TSM
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,392,594 | 2,916 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $1,704,619 | 5,044 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $1,532,821 | 5,044 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $1,511,517 | 5,412 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $1,225,763 | 5,412 | Shares | Defined | 2025-08-14 | |
| 2024-09-30 | $2,945,095 | 16,958 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $20,927,071 | 120,402 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $38,790,439 | 285,119 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $305,752,408 | 2,939,927 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $439,653,865 | 5,059,308 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $601,835,511 | 5,963,491 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $604,919,105 | 6,503,108 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $480,110,098 | 6,445,296 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $413,953,213 | 6,037,824 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $453,203,360 | 5,543,772 | Shares | Defined | 2022-08-15 | |
| 2022-03-31 | $332,108,864 | 3,185,391 | Shares | Defined | 2022-05-16 | |
| 2021-06-30 | $19,557,240 | 162,760 | Shares | Defined | 2021-08-16 | |
| 2021-03-31 | $16,264,327 | 137,507 | Shares | Defined | 2021-05-17 | |
| 2020-12-31 | $10,326,632 | 94,705 | Shares | Defined | 2021-02-16 | |
| 2020-09-30 | $262,679,933 | 3,240,162 | Shares | Defined | 2020-11-16 | |
| 2020-06-30 | $209,241,049 | 3,685,768 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $183,365,784 | 3,836,907 | Shares | Defined | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||