FIRST MANHATTAN CO. LLC.

Position in TSM — Taiwan Semiconductor Manufacturing Co Ltd

CIK 728083 NEW YORK, NY

Position in TSM

as of Mar 31, 2026 · filed May 15, 2026 Compact

Position Value

$19,679,504

+$3,554,797 QoQ

Shares Held

58,232

+9.7% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.08%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 0% Shared 100% None 0%

Technology · as of Mar 31, 2026

FIRST MANHATTAN CO. LLC. holds $1,431,158,464 across 13 Semiconductors names. TSM ranks #4 (1.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AVGO	Broadcom Inc.	2,183,157	$675,708,923
2	NVDA	Nvidia Corp	2,542,978	$443,495,363
3	INTC	Intel Corp	5,691,060	$251,146,477
4	TSM	Taiwan Semiconductor Manufacturing Co Ltd This page	58,232	$19,679,504
5	AMD	Advanced Micro Devices Inc	83,986	$17,085,271
6	QCOM	Qualcomm Inc/De	55,636	$7,164,804
7	TXN	Texas Instruments Inc	36,727	$7,130,179
8	ADI	Analog Devices Inc	14,749	$4,692,246

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$19,679,504	58,232	+9.7%	Shares	Sole	2026-05-15
2025-12-31	$16,124,707	53,061	+19.3%	Shares	Sole	2026-02-17
2025-09-30	$12,419,467	44,468	-6.8%	Shares	Sole	2025-11-14
2025-06-30	$10,809,235	47,725	+99.2%	Shares	Sole	2025-08-14
2025-03-31	$3,977,194	23,959	-33.1%	Shares	Sole	2025-05-15
2024-12-31	$7,068,759	35,793	+50.0%	Shares	Sole	2025-02-14
2024-09-30	$4,144,981	23,867	-7.4%	Shares	Sole	2024-11-14
2024-06-30	$4,478,562	25,767	+13.4%	Shares	Sole	2024-08-15
2024-03-31	$3,091,600	22,724	+217.9%	Shares	Sole	2024-05-15
2023-12-31	$743,496	7,149	-0.9%	Shares	Sole	2024-02-13
2023-09-30	$627,157	7,217	+66.1%	Shares	Sole	2023-11-14
2023-06-30	$438,396	4,344	0.0%	Shares	Sole	2023-08-14
2023-03-31	$404,078	4,344	-6.5%	Shares	Sole	2023-05-15
2022-12-31	$345,931	4,644	+9.3%	Shares	Sole	2023-02-14
2022-09-30	$291,242	4,248	+17.3%	Shares	Sole	2022-11-14
2022-06-30	$296,180	3,623	0.0%	Shares	Sole	2022-08-15
2022-03-31	$377,733	3,623	-0.7%	Shares	Sole	2022-05-16
2021-12-31	$438,770	3,647	0.0%	Shares	Sole	2022-02-14
2021-09-30	$407,187	3,647	+0.7%	Shares	Sole	2021-11-15
2021-06-30	$435,339	3,623	+72.7%	Shares	Sole	2021-08-16
2021-03-31	$248,151	2,098	+32.7%	Shares	Sole	2021-05-14
2020-12-31	$172,392	1,581	0.0%	Shares	Sole	2021-02-16
2020-09-30	$128,171	1,581	-5.5%	Shares	Sole	2020-11-12
2020-06-30	$94,976	1,673	0.0%	Shares	Sole	2020-08-14
2020-03-31	$79,952	1,673	—	Shares	Sole	2020-05-06
No filing history on record for this holder in this stock.