Euro Pacific Asset Management 13F: Adds $48K to TSM Stake

Euro Pacific Asset Management increased its position in Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) by 4.1%, as revealed in its latest Form 13F filing with the SEC. The fund added 117 shares during the reporting period, bringing its total holdings to 2,990 shares, valued at approximately $1.23 million.

What Changed in Euro Pacific Asset Management's Taiwan Semiconductor Position

Euro Pacific Asset Management grew its stake in Taiwan Semiconductor by adding 117 shares, a 4.1% increase from its previous holding of 2,873 shares. The total value of its position in the semiconductor giant now stands at about $1.23 million.

Taiwan Semiconductor Manufacturing Company Limited Stock Down 4.1%

Shares of NYSE:TSM traded near their recent closing price on Friday. Taiwan Semiconductor boasts a market cap of approximately $2.31 trillion and a price-to-earnings (P/E) ratio of 33.1. The stock's 52-week range has been between $266.82 and $479.00. It has moving averages of $417.59 over 50 days and $380.09 over 200 days. The company maintains a strong current ratio of 2.46 and a quick ratio of 2.13, with a debt-to-equity ratio of 16.50.

Recent Earnings

For its most recent earnings, Taiwan Semiconductor reported a revenue of $4.44 trillion, reflecting a growth rate of 36%. The company's net margin was 49.92%, and it achieved a return on equity of 39.97%. The next earnings report is scheduled for October 15, 2026.

Dividend

Taiwan Semiconductor offers an annual dividend of $4.07 per share, yielding 0.91%. The company's dividend payout ratio is 25.74%, providing a steady income stream for investors.

About Taiwan Semiconductor

Taiwan Semiconductor Manufacturing Company Limited is a major player in the technology sector, specifically within the semiconductors industry. Headquartered in Hsinchu City, Taiwan, the company manufactures and sells integrated circuits and semiconductor devices globally. Under the leadership of CEO Dr. C. C. Wei, the company employs over 76,900 people and serves diverse markets including high-performance computing, smartphones, and automotive.

Bottom Line

Euro Pacific Asset Management's decision to increase its stake in Taiwan Semiconductor reflects continued confidence in the company's performance. As a leader in the semiconductor industry, Taiwan Semiconductor remains a key player to watch. Keep in mind that 13F filings are historical and may not represent the fund's current position.