SCHWARTZ INVESTMENT COUNSEL INC
Position in TSM — Taiwan Semiconductor Manufacturing Co Ltd
CIK 909151
PLYMOUTH, MI
Position in TSM
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$112,650,166
+$63,867,084 QoQ
Shares Held
235,882
+63.4% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
3.93%
of 13F equity value
Holder Rank
#326
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, 2026SCHWARTZ INVESTMENT COUNSEL INC holds $580,974,397 across 8 Semiconductors names. TSM ranks #3 (19.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TXN |
Texas Instruments Inc
|
468,900 | $139,765,023 | |
| 2 | NVDA |
Nvidia Corp
|
696,604 | $139,383,494 | |
| 3 | TSM |
Taiwan Semiconductor Manufacturing Co Ltd
This page
|
235,882 | $112,650,166 | |
| 4 | SIMO |
Silicon Motion Technology CORP
|
270,000 | $89,999,100 | |
| 5 | INTC |
Intel Corp
|
408,122 | $56,986,074 | |
| 6 | TSEM |
Tower Semiconductor Ltd
|
110,000 | $28,670,400 | |
| 7 | RMBS |
Rambus Inc
|
100,000 | $13,274,000 | |
| 8 | QCOM |
Qualcomm Inc/De
|
1,332 | $246,140 |
All Filings in TSM
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $112,650,166 | 235,882 | Shares | Sole | 2026-07-27 | |
| 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. | ||||||