NorthCoast Asset Management LLC

Position in TSM — Taiwan Semiconductor Manufacturing Co Ltd

CIK 1665198 STAMFORD, CT

Position in TSM

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$28,424,966

+$6,745,812 QoQ

Shares Held

59,520

-7.2% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.88%

of 13F equity value

Holder Rank

#649

of 3,554 holders

Holding Since

Mar 2024

10 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Jun 30, 2026

NorthCoast Asset Management LLC holds $468,676,951 across 14 Semiconductors names. TSM ranks #5 (6.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NVDA	Nvidia Corp	905,564	$181,194,300
2	AMD	Advanced Micro Devices Inc	146,710	$85,225,306
3	AVGO	Broadcom Inc.	181,657	$68,620,931
4	MU	Micron Technology Inc	58,337	$67,337,815
5	TSM	Taiwan Semiconductor Manufacturing Co Ltd This page	59,520	$28,424,966
6	TXN	Texas Instruments Inc	80,176	$23,898,060
7	INTC	Intel Corp	43,266	$6,041,231
8	ADI	Analog Devices Inc	5,533	$2,197,541

10 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$28,424,966	59,520	-7.2%	Shares	Sole	2026-08-12
2026-03-31	$21,679,154	64,149	+463.3%	Shares	Sole	2026-05-13
2025-12-31	$3,460,699	11,388	-74.2%	Shares	Sole	2026-02-20
2025-09-30	$12,305,238	44,059	-2.0%	Shares	Sole	2025-11-10
2025-06-30	$10,178,913	44,942	+94.3%	Shares	Sole	2025-08-14
2025-03-31	$3,840,078	23,133	-12.1%	Shares	Sole	2025-05-19
2024-12-31	$5,195,566	26,308	+13.2%	Shares	Sole	2025-08-25
2024-09-30	$4,036,785	23,244	+31.0%	Shares	Sole	2024-11-15
2024-06-30	$3,084,084	17,744	+152.0%	Shares	Sole	2024-08-14
2024-03-31	$957,792	7,040	—	Shares	Sole	2024-05-14
No filing history on record for this holder in this stock.