SEC 13F Intelligence

Todd Asset Management LLC / TSM

Todd Asset Management LLC’s Taiwan Semiconductor Manufac Position

Does Todd Asset Management LLC own Taiwan Semiconductor Manufac (TSM)? Yes — 205.7K shares worth $70M (+1.36% of its 13F portfolio) as of Q1 2026, up from 204.8K shares the prior filed quarter.

Position Value
$70M
Q1 2026
Shares
205.7K
% of Portfolio
+1.36%
Quarters Held
30
currently held

Position History TSM

Reported value by quarter
Q4 ’18: $17MQ4 ’18Q1 ’19: $19MQ2 ’19: $20MQ3 ’19: $28MQ4 ’19: $35MQ4 ’19Q1 ’20: $24MQ2 ’20: $28MQ3 ’20: $31MQ4 ’20: $30MQ4 ’20Q1 ’21: $27MQ2 ’21: $31MQ3 ’21: $24MQ4 ’21: $23MQ4 ’21Q1 ’22: $24MQ2 ’22: $19MQ3 ’22: $13MQ4 ’22: $12MQ4 ’22Q1 ’23: $15MQ2 ’23: $17MQ3 ’23: $14MQ4 ’23: $17MQ4 ’23Q1 ’24: $33MQ2 ’24: $37MQ3 ’24: $31MQ4 ’24: $39MQ4 ’24Q1 ’25: $32MQ2 ’25: $45MQ3 ’25: $58MQ4 ’25: $62MQ4 ’25Q1 ’26: $70Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 2026205.7K$70M+1.36%
Q4 2025204.8K$62M+1.21%
Q3 2025207.5K$58M+1.17%
Q2 2025197.7K$45M+0.97%
Q1 2025195.2K$32M+0.76%
Q4 2024199.5K$39M+0.94%
Q3 2024176.0K$31M+0.71%
Q2 2024210.6K$37M+0.76%
Q1 2024239.6K$33M+0.67%
Q4 2023161.0K$17M+0.37%
Q3 2023164.3K$14M+0.34%
Q2 2023165.1K$17M+0.39%
Q1 2023162.3K$15M+0.37%
Q4 2022161.1K$12M+0.29%
Q3 2022186.3K$13M+0.36%
Q2 2022227.6K$19M+0.48%
Q1 2022231.4K$24M+0.53%
Q4 2021189.6K$23M+0.49%
Q3 2021219.1K$24M+0.56%
Q2 2021256.0K$31M+0.69%
Q1 2021229.1K$27M+0.64%
Q4 2020275.4K$30M+0.77%
Q3 2020388.0K$31M+0.94%
Q2 2020491.0K$28M+0.88%
Q1 2020497.2K$24M+0.91%
Q4 2019602.4K$35M+0.87%
Q3 2019597.3K$28M+0.76%
Q2 2019517.8K$20M+0.55%
Q1 2019463.9K$19M+0.54%
Q4 2018451.4K$17M+0.53%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Todd Asset Management LLC’s full portfolio or all institutional holders of TSM.