Morse Asset Management, Inc
Position in TSM — Taiwan Semiconductor Manufacturing Co Ltd
CIK 1705711
DARIEN, CT
Position in TSM
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$13,214,361
+$3,998,803 QoQ
Shares Held
27,670
+1.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
2.29%
of 13F equity value
Holder Rank
#906
of 3,554 holders
Holding Since
Mar 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, 2026Morse Asset Management, Inc holds $125,957,194 across 14 Semiconductors names. TSM ranks #4 (10.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NVDA |
Nvidia Corp
|
193,754 | $38,768,237 | |
| 2 | MU |
Micron Technology Inc
|
26,154 | $30,189,300 | |
| 3 | AVGO |
Broadcom Inc.
|
66,343 | $25,061,068 | |
| 4 | TSM |
Taiwan Semiconductor Manufacturing Co Ltd
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|
27,670 | $13,214,361 | |
| 5 | AMD |
Advanced Micro Devices Inc
|
19,984 | $11,608,905 | |
| 6 | ALAB |
Astera Labs, Inc.
|
10,125 | $4,890,577 | |
| 7 | ARM |
Arm Holdings PLC /Uk
|
3,162 | $1,121,150 | |
| 8 | NXPI |
NXP Semiconductors N.V.
|
3,510 | $986,415 |
All Filings in TSM
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $13,214,361 | 27,670 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $9,215,558 | 27,269 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $8,260,945 | 27,184 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $7,595,012 | 27,194 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $6,155,545 | 27,178 | Shares | Sole | 2025-08-15 | |
| 2025-03-31 | $4,579,608 | 27,588 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $4,690,584 | 23,751 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $3,074,480 | 17,703 | Shares | Sole | 2024-11-20 | |
| 2024-06-30 | $1,393,956 | 8,020 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $570,049 | 4,190 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $435,760 | 4,190 | Shares | Sole | 2024-02-15 | |
| 2023-09-30 | $277,211 | 3,190 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $422,854 | 4,190 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $529,283 | 5,690 | Shares | Sole | 2023-05-03 | |
| 2022-03-31 | $351,460 | 3,371 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $2,236,683 | 18,591 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $2,210,558 | 19,799 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 | $2,960,622 | 24,639 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $3,258,614 | 27,550 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $2,622,412 | 24,050 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $1,584,918 | 19,550 | Shares | Sole | 2020-11-09 | |
| 2020-06-30 | $954,303 | 16,810 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $657,590 | 13,760 | Shares | Sole | 2020-05-01 | |
| No filing history on record for this holder in this stock. | ||||||