SEC 13F Intelligence

Cullen Capital Management, LLC / TSM

Cullen Capital Management, LLC’s Taiwan Semiconductor Manufac Position

Does Cullen Capital Management, LLC own Taiwan Semiconductor Manufac (TSM)? Yes191.6K shares worth $65M (+0.66% of its 13F portfolio) as of Q1 2026, down from 237.8K shares the prior filed quarter.

Position Value
$65M
Q1 2026
Shares
191.6K
% of Portfolio
+0.66%
Quarters Held
29
currently held

Position History TSM

Reported value by quarter
Q4 ’18: $12MQ4 ’18Q1 ’19: $15MQ2 ’19: $13MQ3 ’19: $13MQ4 ’19: $16MQ4 ’19Q1 ’20: $10MQ2 ’20: $11MQ3 ’20: $14MQ4 ’20: $14MQ4 ’20Q1 ’21: $21MQ2 ’21: $22MQ3 ’21: $24MQ4 ’21: $26MQ4 ’21Q1 ’22: $20MQ2 ’22: $13MQ3 ’22: $11MQ4 ’22: $9MQ4 ’22Q1 ’23: $31MQ2 ’23: $34MQ3 ’23: $26MQ4 ’23: $40MQ4 ’23Q1 ’24: $44MQ2 ’24: $55MQ3 ’24: $53MQ4 ’24: $59MQ4 ’24Q1 ’25: $27MQ3 ’25: $70MQ4 ’25: $72MQ1 ’26: $65MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 2026191.6K$65M+0.66%
Q4 2025237.8K$72M+0.79%
Q3 2025251.1K$70M+0.77%
Q1 2025164.4K$27M+0.32%
Q4 2024300.6K$59M+0.69%
Q3 2024306.2K$53M+0.58%
Q2 2024314.5K$55M+0.63%
Q1 2024327.0K$44M+0.50%
Q4 2023382.2K$40M+0.59%
Q3 2023302.7K$26M+0.31%
Q2 2023340.2K$34M+0.31%
Q1 2023337.2K$31M+0.29%
Q4 2022117.3K$9M+0.11%
Q3 2022162.0K$11M+0.12%
Q2 2022158.9K$13M+0.13%
Q1 2022191.7K$20M+0.18%
Q4 2021214.8K$26M+0.24%
Q3 2021210.9K$24M+0.23%
Q2 2021186.4K$22M+0.22%
Q1 2021175.5K$21M+0.22%
Q4 2020125.6K$14M+0.76%
Q3 2020168.6K$14M+0.79%
Q2 2020195.9K$11M+0.63%
Q1 2020212.3K$10M+0.59%
Q4 2019269.7K$16M+0.61%
Q3 2019290.1K$13M+0.54%
Q2 2019329.6K$13M+0.50%
Q1 2019356.4K$15M+0.58%
Q4 2018314.7K$12M+0.50%

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