Americana Partners, LLC
Position in TSM — Taiwan Semiconductor Manufacturing Co Ltd
CIK 1797678
Houston, TX
Position in TSM
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$23,410,958
+$8,109,258 QoQ
Shares Held
49,021
+8.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.69%
of 13F equity value
Holder Rank
#710
of 3,554 holders
Holding Since
Mar 2020
25 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, 2026Americana Partners, LLC holds $260,980,098 across 14 Semiconductors names. TSM ranks #3 (9.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NVDA |
Nvidia Corp
|
496,037 | $99,252,043 | |
| 2 | AVGO |
Broadcom Inc.
|
259,765 | $98,126,228 | |
| 3 | TSM |
Taiwan Semiconductor Manufacturing Co Ltd
This page
|
49,021 | $23,410,958 | |
| 4 | INTC |
Intel Corp
|
79,826 | $11,146,104 | |
| 5 | TXN |
Texas Instruments Inc
|
29,892 | $8,909,908 | |
| 6 | MU |
Micron Technology Inc
|
7,227 | $8,342,053 | |
| 7 | AMD |
Advanced Micro Devices Inc
|
9,102 | $5,287,442 | |
| 8 | QCOM |
Qualcomm Inc/De
|
10,985 | $2,029,918 |
All Filings in TSM
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $23,410,958 | 49,021 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $15,301,700 | 45,278 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $12,406,613 | 40,826 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $11,741,351 | 42,040 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $9,385,066 | 41,437 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $6,968,846 | 41,981 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $7,140,448 | 36,156 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $3,580,207 | 20,615 | Shares | Sole | 2024-10-28 | |
| 2024-06-30 | $3,567,797 | 20,527 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $2,583,997 | 18,993 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $1,935,336 | 18,609 | Shares | Sole | 2024-01-25 | |
| 2023-09-30 | $1,814,298 | 20,878 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $1,900,323 | 18,830 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $1,737,427 | 18,678 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $1,393,037 | 18,701 | Shares | Sole | 2023-01-30 | |
| 2022-09-30 | $1,249,026 | 18,218 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $1,449,672 | 17,733 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $1,856,245 | 17,804 | Shares | Sole | 2022-05-06 | |
| 2021-12-31 | $538,266 | 4,474 | Shares | Sole | 2022-01-28 | |
| 2021-09-30 | $443,697 | 3,974 | Shares | Sole | 2021-11-08 | |
| 2021-06-30 | $363,724 | 3,027 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $356,377 | 3,013 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $328,537 | 3,013 | Shares | Sole | 2021-01-14 | |
| 2020-09-30 | $244,263 | 3,013 | Shares | Sole | 2020-10-26 | |
| 2020-03-31 | $229,200 | 4,796 | Shares | Sole | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||