Position in TSM
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$72,442,115
+$28,163,906 QoQ
Shares Held
151,689
+15.8% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.48%
of 13F equity value
Holder Rank
#412
of 3,554 holders
Holding Since
Mar 2024
10 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in TSM Over Time
Shares Held
Position Value (USD)
Position in Semiconductors
Technology · as of Jun 30, 2026&PARTNERS holds $1,640,239,495 across 37 Semiconductors names. TSM ranks #5 (4.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NVDA |
Nvidia Corp
|
2,989,211 | $598,111,228 | |
| 2 | AVGO |
Broadcom Inc.
|
956,184 | $361,198,506 | |
| 3 | MU |
Micron Technology Inc
|
214,598 | $247,708,325 | |
| 4 | ADI |
Analog Devices Inc
|
218,626 | $86,831,688 | |
| 5 | TSM |
Taiwan Semiconductor Manufacturing Co Ltd
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|
151,689 | $72,442,115 | |
| 6 | AMD |
Advanced Micro Devices Inc
|
121,087 | $70,340,649 | |
| 7 | QCOM |
Qualcomm Inc/De
|
285,912 | $52,833,678 | |
| 8 | MRVL |
Marvell Technology, Inc.
|
123,062 | $36,658,939 |
All Filings in TSM
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $72,442,115 | 151,689 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $44,278,209 | 131,020 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $38,319,009 | 126,095 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $28,169,468 | 100,861 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $19,958,298 | 88,120 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $10,980,236 | 66,146 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $10,523,847 | 53,288 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $6,946,452 | 39,998 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $2,852,395 | 16,411 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $903,235 | 6,639 | Shares | Sole | 2024-04-11 | |
| No filing history on record for this holder in this stock. | ||||||