Yarbrough Capital, LLC
Position in TSM — Taiwan Semiconductor Manufacturing Co Ltd
CIK 1767686
FRANKLIN, TN
Position in TSM
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$8,581,932
+$2,508,971 QoQ
Shares Held
17,970
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.31%
of 13F equity value
Holder Rank
#1,080
of 3,554 holders
Holding Since
Dec 2021
18 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in TSM Over Time
Shares Held
Position Value (USD)
Position in Semiconductors
Technology · as of Jun 30, 2026Yarbrough Capital, LLC holds $821,609,551 across 8 Semiconductors names. TSM ranks #5 (1.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NVDA |
Nvidia Corp
|
3,262,800 | $652,853,652 | |
| 2 | AVGO |
Broadcom Inc.
|
286,905 | $108,378,363 | |
| 3 | QCOM |
Qualcomm Inc/De
|
120,896 | $22,340,371 | |
| 4 | AMD |
Advanced Micro Devices Inc
|
32,864 | $19,091,026 | |
| 5 | TSM |
Taiwan Semiconductor Manufacturing Co Ltd
This page
|
17,970 | $8,581,932 | |
| 6 | CBRS |
Cerebras Systems Inc.
|
36,061 | $7,969,481 | |
| 7 | MU |
Micron Technology Inc
|
1,244 | $1,435,936 | |
| 8 | SITM |
SITIME Corp
|
1,286 | $958,790 |
All Filings in TSM
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $8,581,932 | 17,970 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $6,072,961 | 17,970 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $5,460,903 | 17,970 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $5,018,841 | 17,970 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $3,093,173 | 13,657 | Shares | Sole | 2025-07-15 | |
| 2025-03-31 | $2,267,062 | 13,657 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $2,697,120 | 13,657 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $2,371,811 | 13,657 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $2,373,723 | 13,657 | Shares | Sole | 2024-07-17 | |
| 2024-03-31 | $1,858,034 | 13,657 | Shares | Sole | 2024-04-10 | |
| 2023-12-31 | $1,420,328 | 13,657 | Shares | Sole | 2024-01-12 | |
| 2023-09-30 | $1,186,793 | 13,657 | Shares | Sole | 2023-10-12 | |
| 2023-06-30 | $1,378,264 | 13,657 | Shares | Sole | 2023-08-25 | |
| 2023-03-31 | $1,270,374 | 13,657 | Shares | Sole | 2023-04-13 | |
| 2022-12-31 | $1,017,309 | 13,657 | Shares | Sole | 2023-01-12 | |
| 2022-09-30 | $936,323 | 13,657 | Shares | Sole | 2022-11-03 | |
| 2022-03-31 | $2,877,576 | 27,600 | Shares | Sole | 2022-04-14 | |
| 2021-12-31 | $3,320,556 | 27,600 | Shares | Sole | 2022-02-01 | |
| No filing history on record for this holder in this stock. | ||||||