Generate Investment Management Ltd

Position in TSM — Taiwan Semiconductor Manufacturing Co Ltd

CIK 2025905 AUCKLAND, Q2

Position in TSM

as of Jun 30, 2026 · filed Jul 27, 2026 Compact

Position Value

$102,480,313

+$18,255,739 QoQ

Shares Held

214,587

-13.9% QoQ

Ownership

0.004%

of shares outstanding

% of Portfolio

4.23%

of 13F equity value

Holder Rank

#341

of 3,554 holders

Holding Since

Dec 2023

11 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Jun 30, 2026

Generate Investment Management Ltd holds $515,236,062 across 10 Semiconductors names. TSM ranks #2 (19.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NVDA	Nvidia Corp	949,680	$190,021,471
2	TSM	Taiwan Semiconductor Manufacturing Co Ltd This page	214,587	$102,480,313
3	AVGO	Broadcom Inc.	201,192	$76,000,278
4	MU	Micron Technology Inc	64,616	$74,585,602
5	AMD	Advanced Micro Devices Inc	51,671	$30,016,199
6	TXN	Texas Instruments Inc	48,920	$14,581,584
7	ARM	Arm Holdings PLC /Uk	31,878	$11,302,982
8	MRVL	Marvell Technology, Inc.	19,244	$5,732,595

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$102,480,313	214,587	-13.9%	Shares	Other	2026-07-27
2026-03-31	$84,224,574	249,222	-20.2%	Shares	Sole	2026-04-16
2025-12-31	$94,883,270	312,229	+110.0%	Shares	Sole	2026-01-14
2025-09-30	$41,520,647	148,665	-47.6%	Shares	Other	2025-10-20
2025-06-30	$64,316,365	283,970	-10.1%	Shares	Sole	2025-07-17
2025-03-31	$52,460,150	316,025	+63.2%	Shares	Other	2025-04-23
2024-12-31	$38,249,072	193,676	+90.4%	Shares	Other	2025-01-28
2024-09-30	$17,662,064	101,699	-12.4%	Shares	Sole	2024-10-18
2024-06-30	$20,187,162	116,145	-25.1%	Shares	Other	2024-08-01
2024-03-31	$21,093,599	155,043	-3.1%	Shares	Other	2024-08-01
2023-12-31	$16,636,464	159,966	—	Shares	Other	2024-08-01
No filing history on record for this holder in this stock.