Position in TSM
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$221,453,984
+$51,456,010 QoQ
Shares Held
463,710
-7.8% QoQ
Ownership
0.009%
of shares outstanding
% of Portfolio
2.30%
of 13F equity value
Holder Rank
#17
of 1,082 holders
Holding Since
Dec 2022
14 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, 2026LBP AM SA holds $1,949,145,231 across 15 Semiconductors names. TSM ranks #4 (11.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NVDA |
Nvidia Corp
|
3,096,627 | $619,604,095 | |
| 2 | AVGO |
Broadcom Inc.
|
650,117 | $245,581,696 | |
| 3 | AMD |
Advanced Micro Devices Inc
|
417,746 | $242,672,828 | |
| 4 | TSM |
Taiwan Semiconductor Manufacturing Co Ltd
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|
463,710 | $221,453,984 | |
| 5 | INTC |
Intel Corp
|
1,400,812 | $195,595,379 | |
| 6 | MU |
Micron Technology Inc
|
128,696 | $148,552,505 | |
| 7 | MRVL |
Marvell Technology, Inc.
|
339,453 | $101,119,653 | |
| 8 | ARM |
Arm Holdings PLC /Uk
|
102,949 | $36,502,626 |
All Filings in TSM
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $221,453,984 | 463,710 | Shares | Defined | 2026-07-24 | |
| 2026-03-31 | $169,997,974 | 503,027 | Shares | Defined | 2026-04-27 | |
| 2025-12-31 | $164,562,816 | 541,521 | Shares | Defined | 2026-01-26 | |
| 2025-09-30 | $155,901,633 | 558,207 | Shares | Defined | 2025-10-31 | |
| 2025-06-30 | $117,763,701 | 519,951 | Shares | Defined | 2025-07-18 | |
| 2025-03-31 | $112,102,456 | 675,316 | Shares | Defined | 2025-04-30 | |
| 2024-12-31 | $140,604,980 | 711,960 | Shares | Defined | 2025-02-10 | |
| 2024-09-30 | $130,266,914 | 750,083 | Shares | Defined | 2024-11-12 | |
| 2024-03-31 | $8,190,754 | 60,204 | Shares | Sole | 2024-05-16 | |
| 2023-12-31 | $22,675,848 | 218,037 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $17,620,278 | 202,765 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $16,185,751 | 160,382 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $11,621,360 | 124,934 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $581,990 | 7,813 | Shares | Sole | 2023-05-15 | |
| No filing history on record for this holder in this stock. | ||||||