JAG CAPITAL MANAGEMENT, LLC
Position in TSM — Taiwan Semiconductor Manufacturing Co Ltd
CIK 1080374
ST LOUIS, MO
Position in TSM
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$25,556,680
+$7,182,677 QoQ
Shares Held
53,514
-1.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
2.43%
of 13F equity value
Holder Rank
#682
of 3,554 holders
Holding Since
Mar 2021
19 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, 2025CallValue
$49,800
CallShares
300
PutValue
$0
PutShares
0
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, 2026JAG CAPITAL MANAGEMENT, LLC holds $216,029,789 across 10 Semiconductors names. TSM ranks #3 (11.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NVDA |
Nvidia Corp
|
398,571 | $79,750,071 | |
| 2 | AVGO |
Broadcom Inc.
|
117,082 | $44,227,725 | |
| 3 | TSM |
Taiwan Semiconductor Manufacturing Co Ltd
This page
|
53,514 | $25,556,680 | |
| 4 | MU |
Micron Technology Inc
|
17,647 | $20,369,755 | |
| 5 | INTC |
Intel Corp
|
129,027 | $18,016,040 | |
| 6 | AMD |
Advanced Micro Devices Inc
|
20,852 | $12,113,135 | |
| 7 | ALAB |
Astera Labs, Inc.
|
24,704 | $11,932,526 | |
| 8 | QCOM |
Qualcomm Inc/De
|
16,851 | $3,113,896 |
All Filings in TSM
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $25,556,680 | 53,514 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $18,374,003 | 54,369 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $15,776,753 | 51,916 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $15,390,834 | 55,107 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $10,175,063 | 44,925 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $49,800 | 300 | Call | Sole | 2025-04-24 | |
| 2025-03-31 | $7,037,736 | 42,396 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $10,530,166 | 53,320 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $11,970,031 | 68,924 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $10,759,881 | 61,906 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $8,455,371 | 62,149 | Shares | Sole | 2024-05-01 | |
| 2023-09-30 | $3,190,185 | 36,711 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 | $3,609,201 | 35,763 | Shares | Sole | 2023-09-07 | |
| 2023-03-31 | $13,301,580 | 142,997 | Shares | Sole | 2023-09-07 | |
| 2022-06-30 | $1,677,755 | 20,523 | Shares | Sole | 2022-08-01 | |
| 2022-03-31 | $738,890 | 7,087 | Shares | Sole | 2022-05-11 | |
| 2021-12-31 | $2,616,020 | 21,744 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $2,733,638 | 24,484 | Shares | Sole | 2021-11-01 | |
| 2021-06-30 | $2,976,243 | 24,769 | Shares | Sole | 2021-07-23 | |
| 2021-03-31 | $866,637 | 7,327 | Shares | Sole | 2021-04-23 | |
| No filing history on record for this holder in this stock. | ||||||