SCHWARTZ INVESTMENT COUNSEL INC
Position in TSM — Taiwan Semiconductor Manufacturing Co Ltd
CIK 909151
PLYMOUTH, MI
Position in TSM
as of Mar 31, 2026
· filed May 4, 2026
Position Value
$48,783,082
+$4,916,561 QoQ
Shares Held
144,350
0.0% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
1.83%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in TSM Over Time
Shares Held
Position Value (USD)
Position in Semiconductors
Technology · as of Mar 31, 2026SCHWARTZ INVESTMENT COUNSEL INC holds $397,376,886 across 7 Semiconductors names. TSM ranks #3 (12.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NVDA |
Nvidia Corp
|
550,000 | $95,920,000 | |
| 2 | TXN |
Texas Instruments Inc
|
488,900 | $94,915,046 | |
| 3 | TSM |
Taiwan Semiconductor Manufacturing Co Ltd
This page
|
144,350 | $48,783,082 | |
| 4 | TSEM |
Tower Semiconductor Ltd
|
260,000 | $45,624,800 | |
| 5 | INTC |
Intel Corp
|
958,200 | $42,285,366 | |
| 6 | RMBS |
Rambus Inc
|
420,337 | $36,161,592 | |
| 7 | SIMO |
Silicon Motion Technology CORP
|
300,000 | $33,687,000 |
All Filings in TSM
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $48,783,082 | 144,350 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $43,866,521 | 144,350 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $40,315,511 | 144,350 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $32,693,831 | 144,350 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $51,335,500 | 309,250 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $54,556,612 | 276,250 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $28,004,287 | 161,250 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $3,693,462 | 21,250 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $2,891,062 | 21,250 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $2,210,000 | 21,250 | Shares | Sole | 2024-01-26 | |
| 2023-09-30 | $1,846,625 | 21,250 | Shares | Sole | 2023-10-17 | |
| 2023-06-30 | $2,144,550 | 21,250 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $1,953,420 | 21,000 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $1,564,290 | 21,000 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $1,439,760 | 21,000 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $1,716,750 | 21,000 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $2,189,460 | 21,000 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $2,526,510 | 21,000 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $2,344,650 | 21,000 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $2,523,360 | 21,000 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $2,483,880 | 21,000 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $2,289,840 | 21,000 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $1,702,470 | 21,000 | Shares | Sole | 2020-11-17 | |
| 2020-06-30 | $1,248,940 | 22,000 | Shares | Sole | 2020-08-10 | |
| 2020-03-31 | $1,051,380 | 22,000 | Shares | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||