NorthCrest Asset Manangement, LLC
Position in TSM — Taiwan Semiconductor Manufacturing Co Ltd
CIK 1893159
PLYMOUTH, MN
Position in TSM
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$97,589,996
+$29,372,423 QoQ
Shares Held
204,347
+1.2% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
2.76%
of 13F equity value
Holder Rank
#59
of 1,408 holders
Holding Since
Dec 2021
19 quarters on record
Voting authority
Sole 4%
Shared 0%
None 96%
Common Shares in TSM Over Time
Shares Held
Position Value (USD)
Position in Semiconductors
Technology · as of Jun 30, 2026NorthCrest Asset Manangement, LLC holds $679,351,025 across 23 Semiconductors names. TSM ranks #3 (14.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NVDA |
Nvidia Corp
|
1,049,749 | $210,044,277 | |
| 2 | AVGO |
Broadcom Inc.
|
489,461 | $184,893,892 | |
| 3 | TSM |
Taiwan Semiconductor Manufacturing Co Ltd
This page
|
204,347 | $97,589,996 | |
| 4 | AMD |
Advanced Micro Devices Inc
|
112,078 | $65,107,230 | |
| 5 | MU |
Micron Technology Inc
|
31,324 | $36,156,979 | |
| 6 | ADI |
Analog Devices Inc
|
85,975 | $34,146,690 | |
| 7 | MPWR |
Monolithic Power Systems, Inc.
|
10,135 | $14,010,218 | |
| 8 | INTC |
Intel Corp
|
78,759 | $10,997,119 |
All Filings in TSM
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $97,589,996 | 204,347 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $68,217,573 | 201,857 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $81,500,562 | 268,191 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $74,634,387 | 267,229 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $61,349,119 | 270,869 | Shares | Sole | 2025-07-10 | |
| 2025-03-31 | $45,004,924 | 271,114 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $52,972,940 | 268,231 | Shares | Sole | 2025-03-17 | |
| 2024-09-30 | $46,225,222 | 266,167 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $45,182,604 | 259,954 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $34,739,415 | 255,343 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $26,414,960 | 253,990 | Shares | Sole | 2024-01-30 | |
| 2023-09-30 | $21,717,005 | 249,908 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $25,262,899 | 250,326 | Shares | Sole | 2023-07-21 | |
| 2023-03-31 | $24,136,178 | 259,473 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $19,221,325 | 258,039 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $17,801,261 | 259,645 | Shares | Sole | 2022-10-19 | |
| 2022-06-30 | $20,488,757 | 250,627 | Shares | Sole | 2022-07-18 | |
| 2022-03-31 | $26,219,096 | 251,478 | Shares | Sole | 2022-04-18 | |
| 2021-12-31 | $29,230,758 | 242,962 | Shares | Sole | 2022-02-09 | |
| No filing history on record for this holder in this stock. | ||||||