SOROS FUND MANAGEMENT LLC
Position in TSM — Taiwan Semiconductor Manufacturing Co Ltd
CIK 1029160
NEW YORK, NY
Position in TSM
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$176,517,368
+$70,199,021 QoQ
Shares Held
522,318
+49.3% QoQ
Ownership
0.010%
of shares outstanding
% of Portfolio
3.31%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2021
13 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 Mar 31, 2026CallValue
$0
CallShares
0
PutValue
$126,731,250
PutShares
375,000
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 Mar 31, 2026SOROS FUND MANAGEMENT LLC holds $443,958,894 across 8 Semiconductors names. TSM ranks #2 (39.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NVDA |
Nvidia Corp
|
1,073,206 | $187,167,126 | |
| 2 | TSM |
Taiwan Semiconductor Manufacturing Co Ltd
This page
|
522,318 | $176,517,368 | |
| 3 | AVGO |
Broadcom Inc.
|
155,107 | $48,007,167 | |
| 4 | GFS |
GLOBALFOUNDRIES Inc.
|
444,362 | $19,765,221 | |
| 5 | AMD |
Advanced Micro Devices Inc
|
34,645 | $7,047,832 | |
| 6 | WOLF |
Wolfspeed, Inc.
|
251,320 | $4,101,542 | |
| 7 | MU |
Micron Technology Inc
|
2,824 | $954,060 | |
| 8 | PI |
Impinj Inc
|
3,881 | $398,578 |
All Filings in TSM
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $126,731,250 | 375,000 | Put | Sole | 2026-05-15 | |
| 2026-03-31 | $176,517,368 | 522,318 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $106,318,347 | 349,858 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $38,009,134 | 136,092 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $28,419,512 | 125,478 | Shares | Sole | 2025-08-14 | |
| 2024-12-31 | $7,932,975 | 40,169 | Shares | Sole | 2025-02-14 | |
| 2024-06-30 | $25,523,998 | 146,850 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $4,632,094 | 34,047 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $8,320,000 | 80,000 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $6,952,000 | 80,000 | Shares | Sole | 2023-11-14 | |
| 2022-06-30 | $5,180,252 | 63,367 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $9,646,135 | 92,520 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $13,053,635 | 108,500 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $2,233,000 | 20,000 | Shares | Sole | 2021-11-12 | |
| No filing history on record for this holder in this stock. | ||||||