SIT INVESTMENT ASSOCIATES INC
Position in TSM — Taiwan Semiconductor Manufacturing Co Ltd
CIK 769317
Minneapolis, MN
Position in TSM
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$9,678,911
+$2,704,637 QoQ
Shares Held
20,267
-1.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.19%
of 13F equity value
Holder Rank
#1,038
of 3,564 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in TSM Over Time
Shares Held
Position Value (USD)
Position in Semiconductors
Technology · as of Jun 30, 2026SIT INVESTMENT ASSOCIATES INC holds $392,501,048 across 10 Semiconductors names. TSM ranks #5 (2.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NVDA |
Nvidia Corp
|
819,830 | $164,039,784 | |
| 2 | AVGO |
Broadcom Inc.
|
415,970 | $157,132,667 | |
| 3 | MPWR |
Monolithic Power Systems, Inc.
|
15,491 | $21,414,138 | |
| 4 | MU |
Micron Technology Inc
|
16,182 | $18,678,720 | |
| 5 | TSM |
Taiwan Semiconductor Manufacturing Co Ltd
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|
20,267 | $9,678,911 | |
| 6 | ADI |
Analog Devices Inc
|
22,011 | $8,742,108 | |
| 7 | TSEM |
Tower Semiconductor Ltd
|
22,654 | $5,904,538 | |
| 8 | CRDO |
Credo Technology Group Holding Ltd
|
17,615 | $4,790,399 |
All Filings in TSM
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $9,678,911 | 20,267 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $6,974,274 | 20,637 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $6,272,897 | 20,642 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $5,696,678 | 20,397 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $4,619,716 | 20,397 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $3,453,962 | 20,807 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $3,992,062 | 20,214 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $3,399,590 | 19,575 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $3,318,032 | 19,090 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $1,850,280 | 13,600 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $1,462,240 | 14,060 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $1,227,462 | 14,125 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $1,425,495 | 14,125 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $1,313,907 | 14,125 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $1,052,171 | 14,125 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $968,410 | 14,125 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $1,154,718 | 14,125 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $1,230,268 | 11,800 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $1,419,658 | 11,800 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $1,317,470 | 11,800 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $1,417,888 | 11,800 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $1,395,704 | 11,800 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $926,840 | 8,500 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $583,704 | 7,200 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $283,850 | 5,000 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $238,950 | 5,000 | Shares | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||