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Equibles

Knuff & Co LLC

Position in TSM — Taiwan Semiconductor Manufacturing Co Ltd

CIK 1768089 FOSTER CITY, CA
Back to TSM Full portfolio

Position in TSM

as of Jun 30, 2026 · filed Aug 10, 2026
Position Value
$17,669,134
+$5,212,973 QoQ
Shares Held
36,998
+0.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
4.57%
of 13F equity value
Holder Rank
#815
of 3,577 holders
Holding Since
Mar 2020
26 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

Knuff & Co LLC holds $42,825,698 across 9 Semiconductors names. TSM ranks #1 (41.3% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 TSM
Taiwan Semiconductor Manufacturing Co Ltd
This page 		36,998 $17,669,134
2 NVDA
Nvidia Corp
 49,535 $9,911,458
3 AVGO
Broadcom Inc.
 23,515 $8,882,791
4 HIMX
Himax Technologies, Inc.
 248,970 $3,819,199
5 QCOM
Qualcomm Inc/De
 4,144 $765,769
6 MPWR
Monolithic Power Systems, Inc.
 549 $758,915
7 MCHP
Microchip Technology Inc
 5,750 $524,400
8 TXN
Texas Instruments Inc
 1,560 $464,989

All Filings in TSM

Export CSV
26 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $17,669,134 36,998
2026-03-31 $12,456,161 36,858
2025-12-31 $8,426,261 27,728
2025-09-30 $7,352,867 26,327
2025-06-30 $6,010,365 26,537
2025-03-31 $4,327,952 26,072
2024-12-31 $5,183,125 26,245
2024-09-30 $4,511,425 25,977
2024-06-30 $4,528,098 26,052
2024-03-31 $3,551,177 26,102
2023-12-31 $2,714,608 26,102
2023-09-30 $2,312,061 26,606
2023-06-30 $2,703,041 26,784
2023-03-31 $2,491,447 26,784
2022-12-31 $1,995,140 26,784
2022-09-30 $1,836,311 26,784
2022-06-30 $2,216,160 27,109
2022-03-31 $2,826,384 27,109
2021-12-31 $3,261,604 27,110
2021-09-30 $3,026,831 27,110
2021-06-30 $3,257,537 27,110
2021-03-31 $3,206,570 27,110
2020-12-31 $2,956,074 27,110
2020-09-30 $2,203,887 27,185
2020-06-30 $1,543,633 27,191
2020-03-31 $1,337,881 27,995