Skip to main content
Equibles

FIRST MANHATTAN CO. LLC.

Position in TSM — Taiwan Semiconductor Manufacturing Co Ltd

CIK 728083 NEW YORK, NY
Back to TSM Full portfolio

Position in TSM

as of Jun 30, 2026 · filed Aug 14, 2026
Position Value
$27,167,524
+$7,488,020 QoQ
Shares Held
56,887
-2.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#666
of 3,584 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority Sole 0% Shared 100% None 0%

Common Shares in TSM Over Time

Shares Held

Position Value (USD)

Position in Semiconductors

Technology · as of Jun 30, 2026

FIRST MANHATTAN CO. LLC. holds $2,150,434,262 across 15 Semiconductors names. TSM ranks #6 (1.3% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 AVGO
Broadcom Inc.
 2,150,271 $812,264,870
2 INTC
Intel Corp
 4,638,876 $647,726,255
3 NVDA
Nvidia Corp
 2,531,922 $506,612,272
4 WOLF
Wolfspeed, Inc.
 1,644,966 $79,369,609
5 AMD
Advanced Micro Devices Inc
 66,599 $38,688,025
6 TSM
Taiwan Semiconductor Manufacturing Co Ltd
This page 		56,887 $27,167,524
7 MU
Micron Technology Inc
 9,453 $10,911,503
8 TXN
Texas Instruments Inc
 35,286 $10,517,698

All Filings in TSM

Export CSV
26 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $27,167,524 56,887
2026-03-31 $19,679,504 58,232
2025-12-31 $16,124,707 53,061
2025-09-30 $12,419,467 44,468
2025-06-30 $10,809,235 47,725
2025-03-31 $3,977,194 23,959
2024-12-31 $7,068,759 35,793
2024-09-30 $4,144,981 23,867
2024-06-30 $4,478,562 25,767
2024-03-31 $3,091,600 22,724
2023-12-31 $743,496 7,149
2023-09-30 $627,157 7,217
2023-06-30 $438,396 4,344
2023-03-31 $404,078 4,344
2022-12-31 $345,931 4,644
2022-09-30 $291,242 4,248
2022-06-30 $296,180 3,623
2022-03-31 $377,733 3,623
2021-12-31 $438,770 3,647
2021-09-30 $407,187 3,647
2021-06-30 $435,339 3,623
2021-03-31 $248,151 2,098
2020-12-31 $172,392 1,581
2020-09-30 $128,171 1,581
2020-06-30 $94,976 1,673
2020-03-31 $79,952 1,673