Smith Group Asset Management, LLC

Position in TSM — Taiwan Semiconductor Manufacturing Co Ltd

CIK 1893134 DALLAS, TX

Position in TSM

as of Jun 30, 2026 · filed Aug 3, 2026 Compact

Position Value

$6,719,409

-$4,920,602 QoQ

Shares Held

14,070

-59.1% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.27%

of 13F equity value

Holder Rank

#1,176

of 3,554 holders

Holding Since

Sep 2021

14 quarters on record

Voting authority Sole 0% Shared 100% None 0%

Technology · as of Jun 30, 2026

Smith Group Asset Management, LLC holds $292,226,437 across 8 Semiconductors names. TSM ranks #5 (2.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AVGO	Broadcom Inc.	265,504	$100,294,136
2	AMD	Advanced Micro Devices Inc	158,007	$91,787,846
3	ADI	Analog Devices Inc	181,891	$72,241,648
4	NVDA	Nvidia Corp	72,078	$14,422,087
5	TSM	Taiwan Semiconductor Manufacturing Co Ltd This page	14,070	$6,719,409
6	MU	Micron Technology Inc	2,648	$3,056,559
7	ARM	Arm Holdings PLC /Uk	8,520	$3,020,936
8	POWI	Power Integrations Inc	8,164	$683,816

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$6,719,409	14,070	-59.1%	Shares	Sole	2026-08-03
2026-03-31	$11,640,011	34,443	+3.2%	Shares	Sole	2026-05-18
2025-12-31	$10,138,682	33,363	+4.3%	Shares	Sole	2026-02-10
2025-09-30	$8,933,928	31,988	-19.1%	Shares	Sole	2025-11-13
2025-06-30	$8,952,696	39,528	+4.7%	Shares	Sole	2025-07-31
2025-03-31	$6,269,488	37,768	-0.3%	Shares	Sole	2025-04-28
2024-12-31	$7,478,551	37,868	-18.3%	Shares	Sole	2025-01-23
2024-09-30	$8,054,467	46,378	-3.3%	Shares	Sole	2024-10-25
2024-06-30	$8,337,318	47,968	-7.0%	Shares	Sole	2024-07-31
2024-03-31	$7,018,547	51,588	-3.9%	Shares	Sole	2024-04-30
2023-12-31	$5,581,472	53,668	+879.3%	Shares	Sole	2024-02-12
2022-03-31	$571,344	5,480	+20.2%	Shares	Sole	2022-05-05
2021-12-31	$548,613	4,560	0.0%	Shares	Sole	2022-02-02
2021-09-30	$509,124	4,560	—	Shares	Sole	2021-11-12
No filing history on record for this holder in this stock.