TRAN CAPITAL MANAGEMENT, L.P.

Position in TSM — Taiwan Semiconductor Manufacturing Co Ltd

CIK 1009262 SAN RAFAEL, CA

Position in TSM

as of Jun 30, 2026 · filed Jul 15, 2026 Compact

Position Value

$32,767,987

+$9,113,853 QoQ

Shares Held

68,614

-2.0% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

3.83%

of 13F equity value

Holder Rank

#606

of 3,554 holders

Holding Since

Mar 2024

10 quarters on record

Voting authority Sole 50% Shared 0% None 50%

Technology · as of Jun 30, 2026

TRAN CAPITAL MANAGEMENT, L.P. holds $193,172,249 across 6 Semiconductors names. TSM ranks #3 (17.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ARM	Arm Holdings PLC /Uk	241,540	$85,642,837
2	NVDA	Nvidia Corp	291,411	$58,308,426
3	TSM	Taiwan Semiconductor Manufacturing Co Ltd This page	68,614	$32,767,987
4	MU	Micron Technology Inc	12,221	$14,106,578
5	AMD	Advanced Micro Devices Inc	3,013	$1,750,281
6	TXN	Texas Instruments Inc	2,000	$596,140

10 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$32,767,987	68,614	-2.0%	Shares	Sole	2026-07-15
2026-03-31	$23,654,134	69,993	-43.3%	Shares	Sole	2026-04-14
2025-12-31	$37,496,075	123,387	-0.3%	Shares	Sole	2026-01-20
2025-09-30	$34,547,335	123,697	-8.3%	Shares	Sole	2025-10-23
2025-06-30	$30,559,389	134,926	-28.5%	Shares	Sole	2025-07-14
2025-03-31	$31,331,504	188,744	-12.0%	Shares	Sole	2025-04-15
2024-12-31	$42,369,702	214,541	-5.8%	Shares	Sole	2025-01-21
2024-09-30	$39,564,283	227,813	-1.1%	Shares	Sole	2024-10-15
2024-06-30	$40,023,750	230,273	+93.9%	Shares	Sole	2024-07-17
2024-03-31	$16,158,522	118,769	—	Shares	Sole	2024-04-19
No filing history on record for this holder in this stock.