Azimuth Capital Investment Management LLC
Position in TSM — Taiwan Semiconductor Manufacturing Co Ltd
CIK 1942364
BLOOMFIELD HILLS, MI
Position in TSM
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$22,836,442
+$6,294,804 QoQ
Shares Held
47,818
-2.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
1.40%
of 13F equity value
Holder Rank
#719
of 3,554 holders
Holding Since
Jun 2022
17 quarters on record
Voting authority
Sole 99%
Shared 0%
None 1%
Common Shares in TSM Over Time
Shares Held
Position Value (USD)
Position in Semiconductors
Technology · as of Jun 30, 2026Azimuth Capital Investment Management LLC holds $203,715,866 across 11 Semiconductors names. TSM ranks #4 (11.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMD |
Advanced Micro Devices Inc
|
114,423 | $66,469,464 | |
| 2 | MPWR |
Monolithic Power Systems, Inc.
|
29,124 | $40,259,852 | |
| 3 | MRVL |
Marvell Technology, Inc.
|
127,414 | $37,955,356 | |
| 4 | TSM |
Taiwan Semiconductor Manufacturing Co Ltd
This page
|
47,818 | $22,836,442 | |
| 5 | TXN |
Texas Instruments Inc
|
60,058 | $17,901,488 | |
| 6 | ARM |
Arm Holdings PLC /Uk
|
24,806 | $8,795,463 | |
| 7 | INTC |
Intel Corp
|
47,725 | $6,663,841 | |
| 8 | QCOM |
Qualcomm Inc/De
|
7,484 | $1,382,968 |
All Filings in TSM
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $22,836,442 | 47,818 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $16,541,638 | 48,947 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $17,697,034 | 58,235 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $16,451,298 | 58,904 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $13,561,541 | 59,877 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $12,356,874 | 74,439 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $19,086,026 | 96,643 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $16,970,685 | 97,718 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $16,776,662 | 96,523 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $14,098,453 | 103,627 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $12,031,344 | 115,686 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $7,304,814 | 84,060 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $8,511,592 | 84,340 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $8,601,559 | 92,470 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $6,947,682 | 93,270 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $6,161,144 | 89,865 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $9,615,026 | 117,615 | Shares | Sole | 2022-08-11 | |
| No filing history on record for this holder in this stock. | ||||||