ARTHUR M. COHEN & ASSOCIATES, LLC
Position in TSM — Taiwan Semiconductor Manufacturing Co Ltd
CIK 1692252
NORTHBROOK, IL
Position in TSM
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$5,401,794
+$1,839,464 QoQ
Shares Held
11,311
+7.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.98%
of 13F equity value
Holder Rank
#1,263
of 3,554 holders
Holding Since
Dec 2020
23 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, 2026ARTHUR M. COHEN & ASSOCIATES, LLC holds $87,610,368 across 8 Semiconductors names. TSM ranks #3 (6.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NVDA |
Nvidia Corp
|
341,989 | $68,428,579 | |
| 2 | MRVL |
Marvell Technology, Inc.
|
32,583 | $9,706,149 | |
| 3 | TSM |
Taiwan Semiconductor Manufacturing Co Ltd
This page
|
11,311 | $5,401,794 | |
| 4 | AVGO |
Broadcom Inc.
|
5,486 | $2,072,336 | |
| 5 | MU |
Micron Technology Inc
|
584 | $674,105 | |
| 6 | AMD |
Advanced Micro Devices Inc
|
932 | $541,408 | |
| 7 | ADI |
Analog Devices Inc
|
1,202 | $477,398 | |
| 8 | QCOM |
Qualcomm Inc/De
|
1,670 | $308,599 |
All Filings in TSM
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,401,794 | 11,311 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $3,562,330 | 10,541 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $3,244,025 | 10,675 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $2,828,928 | 10,129 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $2,221,187 | 9,807 | Shares | Sole | 2025-07-11 | |
| 2025-03-31 | $1,598,912 | 9,632 | Shares | Sole | 2025-04-10 | |
| 2024-12-31 | $1,807,428 | 9,152 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $1,581,612 | 9,107 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $1,442,623 | 8,300 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $989,763 | 7,275 | Shares | Sole | 2024-04-22 | |
| 2023-12-31 | $783,432 | 7,533 | Shares | Sole | 2024-01-10 | |
| 2023-09-30 | $601,174 | 6,918 | Shares | Sole | 2023-10-20 | |
| 2023-06-30 | $634,584 | 6,288 | Shares | Sole | 2023-07-19 | |
| 2023-03-31 | $566,305 | 6,088 | Shares | Sole | 2023-04-24 | |
| 2022-12-31 | $515,321 | 6,918 | Shares | Sole | 2023-01-17 | |
| 2022-09-30 | $474,298 | 6,918 | Shares | Sole | 2022-10-21 | |
| 2022-06-30 | $565,546 | 6,918 | Shares | Sole | 2022-07-18 | |
| 2022-03-31 | $721,270 | 6,918 | Shares | Sole | 2022-05-03 | |
| 2021-12-31 | $874,413 | 7,268 | Shares | Sole | 2022-01-24 | |
| 2021-09-30 | $801,981 | 7,183 | Shares | Sole | 2021-10-08 | |
| 2021-06-30 | $857,101 | 7,133 | Shares | Sole | 2021-07-27 | |
| 2021-03-31 | $763,260 | 6,453 | Shares | Sole | 2021-04-22 | |
| 2020-12-31 | $654,240 | 6,000 | Shares | Sole | 2021-01-20 | |
| No filing history on record for this holder in this stock. | ||||||