SEC 13F Intelligence

Allen Investment Management, LLC / TSM

Allen Investment Management, LLC’s Taiwan Semiconductor Manufac Position

Does Allen Investment Management, LLC own Taiwan Semiconductor Manufac (TSM)? Yes — 337.2K shares worth $114M (+1.41% of its 13F portfolio) as of Q1 2026, up from 268.2K shares the prior filed quarter.

Position Value
$114M
Q1 2026
Shares
337.2K
% of Portfolio
+1.41%
Quarters Held
21
currently held

Position History TSM

Reported value by quarter
Q3 ’20: $576,000Q3 ’20Q4 ’20: $774,000Q1 ’21: $840,000Q2 ’21: $853,000Q2 ’21Q3 ’21: $793,000Q4 ’21: $1MQ1 ’22: $871,000Q1 ’22Q2 ’22: $683,000Q3 ’22: $572,000Q4 ’22: $526,272Q4 ’22Q1 ’23: $657,186Q2 ’23: $713,000Q3 ’23: $613,949Q3 ’23Q2 ’24: $217,089Q3 ’24: $12MQ4 ’24: $18MQ4 ’24Q1 ’25: $22MQ2 ’25: $30MQ3 ’25: $58MQ3 ’25Q4 ’25: $81MQ1 ’26: $114Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 2026337.2K$114M+1.41%
Q4 2025268.2K$81M+0.90%
Q3 2025208.7K$58M+0.65%
Q2 2025131.2K$30M+0.32%
Q1 2025129.8K$22M+0.25%
Q4 202492.6K$18M+0.21%
Q3 202467.0K$12M+0.14%
Q2 20241.2K$217,0890.00%
Q3 20237.1K$613,949+0.01%
Q2 20237.1K$713,000+0.01%
Q1 20237.1K$657,186+0.01%
Q4 20227.1K$526,272+0.01%
Q3 20228.3K$572,000+0.01%
Q2 20228.3K$683,000+0.01%
Q1 20228.3K$871,000+0.01%
Q4 20218.3K$1M+0.01%
Q3 20217.1K$793,000+0.01%
Q2 20217.1K$853,000+0.01%
Q1 20217.1K$840,000+0.01%
Q4 20207.1K$774,000+0.01%
Q3 20207.1K$576,000+0.01%

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