MANNING & NAPIER ADVISORS LLC

Position in TSM — Taiwan Semiconductor Manufacturing Co Ltd

CIK 62039 Fairport, NY

Position in TSM

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$281,079,554

+$32,219,258 QoQ

Shares Held

588,562

-20.1% QoQ

Ownership

0.011%

of shares outstanding

% of Portfolio

4.40%

of 13F equity value

Holder Rank

#187

of 3,547 holders

Holding Since

Jun 2024

9 quarters on record

Voting authority Sole 92% Shared 0% None 8%

Technology · as of Jun 30, 2026

MANNING & NAPIER ADVISORS LLC holds $682,880,588 across 19 Semiconductors names. TSM ranks #2 (41.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NVDA	Nvidia Corp	1,839,646	$368,094,768
2	TSM	Taiwan Semiconductor Manufacturing Co Ltd This page	588,562	$281,079,554
3	QCOM	Qualcomm Inc/De	86,426	$15,970,660
4	AVGO	Broadcom Inc.	31,927	$12,060,424
5	NXPI	NXP Semiconductors N.V.	14,043	$3,946,504
6	MU	Micron Technology Inc	1,125	$1,298,576
7	TXN	Texas Instruments Inc	772	$230,110
8	AMD	Advanced Micro Devices Inc	157	$91,202

9 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$281,079,554	588,562	-20.1%	Shares	Sole	2026-08-14
2026-03-31	$248,860,296	736,382	-11.1%	Shares	Sole	2026-04-30
2025-12-31	$251,625,782	828,016	-16.6%	Shares	Sole	2026-02-03
2025-09-30	$277,128,016	992,259	+30.2%	Shares	Sole	2025-10-27
2025-06-30	$172,609,387	762,106	-39.4%	Shares	Sole	2025-08-13
2025-03-31	$208,815,882	1,257,927	+18.4%	Shares	Sole	2025-04-22
2024-12-31	$209,825,225	1,062,460	-16.8%	Shares	Sole	2025-01-23
2024-09-30	$221,843,973	1,277,388	-2.7%	Shares	Sole	2024-10-17
2024-06-30	$228,200,189	1,312,929	—	Shares	Sole	2024-07-11
No filing history on record for this holder in this stock.