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Equibles

ODDO BHF ASSET MANAGEMENT SAS

Position in TSM — Taiwan Semiconductor Manufacturing Co Ltd

CIK 1686970 PARIS, I0
Back to TSM Full portfolio

Position in TSM

as of Jun 30, 2026 · filed Aug 13, 2026
Position Value
$12,938,326
+$3,694,718 QoQ
Shares Held
27,092
-1.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.66%
of 13F equity value
Holder Rank
#918
of 3,577 holders
Holding Since
Sep 2024
8 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, 2026

ODDO BHF ASSET MANAGEMENT SAS holds $90,326,939 across 8 Semiconductors names. TSM ranks #5 (14.3% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 TXN
Texas Instruments Inc
 73,169 $21,809,483
2 INTC
Intel Corp
 119,100 $16,629,933
3 MRVL
Marvell Technology, Inc.
 54,989 $16,380,673
4 ADI
Analog Devices Inc
 36,071 $14,326,319
5 TSM
Taiwan Semiconductor Manufacturing Co Ltd
This page 		27,092 $12,938,326
6 CBRS
Cerebras Systems Inc.
 31,066 $6,865,586
7 MX
MAGNACHIP SEMICONDUCTOR Corp
 215,098 $1,017,413
8 SQNS
Sequans Communications
 105,649 $359,206

All Filings in TSM

Export CSV
8 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $12,938,326 27,092
2026-03-31 $9,243,608 27,352
2025-12-31 $5,399,213 17,767
2025-09-30 $3,070,514 10,994
2025-06-30 $3,097,024 13,674
2025-03-31 $1,977,724 11,914
2024-12-31 $2,785,398 14,104
2024-09-30 $2,449,441 14,104