CAMBIAR INVESTORS LLC

Position in TSM — Taiwan Semiconductor Manufacturing Co Ltd

CIK 823621 Denver, CO

Position in TSM

as of Jun 30, 2026 · filed Jul 31, 2026 Compact

Position Value

$16,349,131

+$15,985,159 QoQ

Shares Held

34,234

+3078.6% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.73%

of 13F equity value

Holder Rank

#837

of 3,554 holders

Holding Since

Jun 2020

25 quarters on record

Voting authority Sole 99% Shared 0% None 1%

Technology · as of Jun 30, 2026

CAMBIAR INVESTORS LLC holds $114,004,221 across 9 Semiconductors names. TSM ranks #3 (14.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	TXN	Texas Instruments Inc	143,704	$42,833,851
2	ON	On Semiconductor Corp	358,924	$33,932,674
3	TSM	Taiwan Semiconductor Manufacturing Co Ltd This page	34,234	$16,349,131
4	LSCC	Lattice Semiconductor Corp	42,266	$6,465,007
5	TSEM	Tower Semiconductor Ltd	22,308	$5,814,357
6	NXPI	NXP Semiconductors N.V.	10,765	$3,025,287
7	DIOD	Diodes Inc /Del/	20,311	$2,222,835
8	RMBS	Rambus Inc	16,683	$2,214,501

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$16,349,131	34,234	+3078.6%	Shares	Sole	2026-07-31
2026-03-31	$363,972	1,077	-31.7%	Shares	Sole	2026-05-12
2025-12-31	$479,538	1,578	-97.3%	Shares	Sole	2026-01-23
2025-09-30	$16,528,102	59,179	-6.0%	Shares	Sole	2025-11-03
2025-06-30	$14,255,054	62,939	-8.1%	Shares	Sole	2025-08-05
2025-03-31	$11,364,360	68,460	-4.6%	Shares	Sole	2025-05-13
2024-12-31	$14,170,302	71,752	-8.8%	Shares	Sole	2025-01-29
2024-09-30	$13,662,618	78,670	-6.2%	Shares	Sole	2024-10-28
2024-06-30	$14,575,880	83,861	-53.3%	Shares	Sole	2024-07-26
2024-03-31	$24,434,580	179,600	-14.5%	Shares	Sole	2024-05-02
2023-12-31	$21,842,496	210,024	-13.9%	Shares	Sole	2024-01-25
2023-09-30	$21,191,173	243,857	-12.6%	Shares	Sole	2023-10-30
2023-06-30	$28,173,230	279,164	-6.0%	Shares	Sole	2023-07-31
2023-03-31	$27,630,102	297,034	-16.5%	Shares	Sole	2023-05-08
2022-12-31	$26,489,388	355,610	-8.9%	Shares	Sole	2023-02-02
2022-09-30	$26,776,313	390,553	-12.9%	Shares	Sole	2022-10-28
2022-06-30	$36,658,335	448,420	-13.4%	Shares	Sole	2022-08-05
2022-03-31	$53,964,976	517,600	-16.3%	Shares	Sole	2022-04-28
2021-12-31	$74,421,720	618,583	+18.3%	Shares	Sole	2022-01-27
2021-09-30	$58,389,377	522,968	-1.8%	Shares	Sole	2021-10-22
2021-06-30	$63,996,495	532,594	-10.5%	Shares	Sole	2021-08-02
2021-03-31	$70,350,933	594,783	-30.9%	Shares	Sole	2021-05-14
2020-12-31	$93,835,244	860,558	-22.6%	Shares	Sole	2021-02-03
2020-09-30	$90,097,306	1,111,352	-24.7%	Shares	Sole	2020-10-21
2020-06-30	$83,827,433	1,476,615	—	Shares	Sole	2020-08-03
No filing history on record for this holder in this stock.