Cox Capital Mgt LLC

Position in TSM — Taiwan Semiconductor Manufacturing Co Ltd

CIK 1748728 ANDOVER, MA

Position in TSM

as of Jun 30, 2026 · filed Jul 14, 2026 Compact

Position Value

$4,804,354

+$1,397,481 QoQ

Shares Held

10,060

-0.2% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

3.00%

of 13F equity value

Holder Rank

#1,326

of 3,554 holders

Holding Since

Jun 2022

17 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Jun 30, 2026

Cox Capital Mgt LLC holds $20,615,141 across 5 Semiconductors names. TSM ranks #3 (23.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AMD	Advanced Micro Devices Inc	12,854	$7,467,017
2	NVDA	Nvidia Corp	27,603	$5,523,084
3	TSM	Taiwan Semiconductor Manufacturing Co Ltd This page	10,060	$4,804,354
4	AVGO	Broadcom Inc.	4,171	$1,575,595
5	ON	On Semiconductor Corp	13,170	$1,245,091

17 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$4,804,354	10,060	-0.2%	Shares	Sole	2026-07-14
2026-03-31	$3,406,873	10,081	-49.5%	Shares	Sole	2026-04-14
2025-12-31	$6,070,506	19,976	+0.6%	Shares	Sole	2026-01-14
2025-09-30	$5,543,627	19,849	-0.1%	Shares	Sole	2025-10-08
2025-06-30	$4,500,129	19,869	-2.7%	Shares	Sole	2025-07-16
2025-03-31	$3,389,388	20,418	-1.2%	Shares	Sole	2025-04-09
2024-12-31	$4,082,908	20,674	+0.4%	Shares	Sole	2025-01-14
2024-09-30	$3,577,428	20,599	-1.5%	Shares	Sole	2024-10-10
2024-06-30	$3,635,583	20,917	+40.2%	Shares	Sole	2024-07-16
2024-03-31	$2,030,410	14,924	-1.7%	Shares	Sole	2024-04-10
2023-12-31	$1,578,200	15,175	+156.1%	Shares	Sole	2024-01-12
2023-09-30	$514,969	5,926	+3.5%	Shares	Sole	2023-10-10
2023-06-30	$577,565	5,723	-8.1%	Shares	Sole	2023-07-10
2023-03-31	$579,514	6,230	-6.8%	Shares	Sole	2023-04-11
2022-12-31	$498,114	6,687	+2.5%	Shares	Sole	2023-01-11
2022-09-30	$447,354	6,525	+12.4%	Shares	Sole	2022-10-11
2022-06-30	$474,722	5,807	—	Shares	Sole	2022-07-08
No filing history on record for this holder in this stock.