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Equibles

KINGDON CAPITAL MANAGEMENT, L.L.C.

Position in TSM — Taiwan Semiconductor Manufacturing Co Ltd

CIK 1000097 NEW YORK, NY
Back to TSM Full portfolio

Position in TSM

as of Jun 30, 2026 · filed Aug 14, 2026
Position Value
$21,490,650
+$6,282,900 QoQ
Shares Held
45,000
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
2.94%
of 13F equity value
Holder Rank
#738
of 3,584 holders
Holding Since
Jun 2023
11 quarters on record
Voting authority Sole 100% Shared 0% None 0%

Common Shares in TSM Over Time

Shares Held

Position Value (USD)

Derivatives in TSM

reported options exposure · as of Jun 30, 2023
CallValue
$0
CallShares
0
PutValue
$10,596,600
PutShares
105,000

Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.

Position in Semiconductors

Technology · as of Jun 30, 2026

KINGDON CAPITAL MANAGEMENT, L.L.C. holds $75,359,175 across 3 Semiconductors names. TSM ranks #2 (28.5% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 NVDA
Nvidia Corp
 240,000 $48,021,600
2 TSM
Taiwan Semiconductor Manufacturing Co Ltd
This page 		45,000 $21,490,650
3 CRDO
Credo Technology Group Holding Ltd
 21,500 $5,846,925

All Filings in TSM

Export CSV
12 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $21,490,650 45,000
2026-03-31 $15,207,750 45,000
2025-12-31 $12,155,600 40,000
2025-09-30 $11,869,825 42,500
2025-06-30 $9,625,825 42,500
2025-03-31 $8,715,000 52,500
2024-12-31 $14,811,750 75,000
2024-09-30 $11,288,550 65,000
2024-06-30 $13,470,275 77,500
2024-03-31 $10,884,000 80,000
2023-06-30 $11,858,100 117,500
2023-06-30 $10,596,600 105,000