Erste Asset Management GmbH
Position in TSM — Taiwan Semiconductor Manufacturing Co Ltd
CIK 2024532
VIENNA, C4
Position in TSM
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$98,778,667
+$12,597,025 QoQ
Shares Held
206,836
-18.9% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.78%
of 13F equity value
Holder Rank
#345
of 3,554 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 98%
Shared 0%
None 2%
Common Shares in TSM Over Time
Shares Held
Position Value (USD)
Position in Semiconductors
Technology · as of Jun 30, 2026Erste Asset Management GmbH holds $1,966,426,615 across 23 Semiconductors names. TSM ranks #6 (5.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NVDA |
Nvidia Corp
|
3,446,949 | $689,700,025 | |
| 2 | AVGO |
Broadcom Inc.
|
1,014,935 | $383,391,695 | |
| 3 | MU |
Micron Technology Inc
|
179,762 | $207,497,478 | |
| 4 | AMD |
Advanced Micro Devices Inc
|
347,501 | $201,866,805 | |
| 5 | INTC |
Intel Corp
|
965,254 | $134,778,415 | |
| 6 | TSM |
Taiwan Semiconductor Manufacturing Co Ltd
This page
|
206,836 | $98,778,667 | |
| 7 | MRVL |
Marvell Technology, Inc.
|
197,824 | $58,929,791 | |
| 8 | TXN |
Texas Instruments Inc
|
197,114 | $58,753,769 |
All Filings in TSM
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $98,778,667 | 206,836 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $86,181,642 | 255,013 | Shares | Defined | 2026-05-11 | |
| 2025-12-31 | $52,106,498 | 171,465 | Shares | Defined | 2026-02-11 | |
| 2025-09-30 | $48,433,913 | 173,418 | Shares | Other | 2025-11-12 | |
| 2025-06-30 | $49,437,557 | 218,277 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $26,544,064 | 159,904 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $32,803,089 | 166,100 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $17,978,318 | 103,520 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $17,897,215 | 102,970 | Shares | Sole | 2024-11-26 | |
| 2024-03-31 | $6,410,676 | 47,120 | Shares | Sole | 2024-11-26 | |
| 2023-12-31 | $2,269,280 | 21,820 | Shares | Sole | 2024-11-26 | |
| 2023-09-30 | $1,896,158 | 21,820 | Shares | Sole | 2024-11-26 | |
| 2023-06-30 | $7,084,584 | 70,200 | Shares | Sole | 2024-11-26 | |
| 2023-03-31 | $6,753,252 | 72,600 | Shares | Sole | 2024-11-26 | |
| 2022-12-31 | $5,854,914 | 78,600 | Shares | Sole | 2024-11-26 | |
| 2022-09-30 | $521,056 | 7,600 | Shares | Sole | 2024-11-26 | |
| 2022-06-30 | $654,000 | 8,000 | Shares | Sole | 2024-11-26 | |
| 2022-03-31 | $6,641,362 | 63,700 | Shares | Sole | 2024-11-25 | |
| 2021-12-31 | $9,131,529 | 75,900 | Shares | Sole | 2024-11-25 | |
| 2021-09-30 | $8,072,295 | 72,300 | Shares | Sole | 2024-11-25 | |
| 2021-06-30 | $8,279,024 | 68,900 | Shares | Sole | 2024-11-25 | |
| 2021-03-31 | $7,067,230 | 59,750 | Shares | Sole | 2024-11-25 | |
| 2020-12-31 | $87,232 | 800 | Shares | Sole | 2024-11-25 | |
| 2020-09-30 | $0 | 0 | Shares | Sole | 2024-11-25 | |
| 2020-06-30 | $0 | 0 | Shares | Sole | 2024-11-22 | |
| 2020-03-31 | $0 | 0 | Shares | Sole | 2024-11-22 | |
| No filing history on record for this holder in this stock. | ||||||