SIRIOS CAPITAL MANAGEMENT L P
Position in TSM — Taiwan Semiconductor Manufacturing Co Ltd
CIK 1104883
BOSTON, MA
Position in TSM
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$50,261,377
+$12,321,759 QoQ
Shares Held
105,244
-6.3% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
6.11%
of 13F equity value
Holder Rank
#498
of 3,554 holders
Holding Since
Jun 2023
13 quarters on record
Voting authority
Sole 0%
Shared 100%
None 0%
Common Shares in TSM Over Time
Shares Held
Position Value (USD)
Position in Semiconductors
Technology · as of Jun 30, 2026SIRIOS CAPITAL MANAGEMENT L P holds $120,212,920 across 9 Semiconductors names. TSM ranks #1 (41.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TSM |
Taiwan Semiconductor Manufacturing Co Ltd
This page
|
105,244 | $50,261,377 | |
| 2 | AMD |
Advanced Micro Devices Inc
|
44,860 | $26,059,622 | |
| 3 | NVDA |
Nvidia Corp
|
86,282 | $17,264,165 | |
| 4 | ADI |
Analog Devices Inc
|
21,301 | $8,460,118 | |
| 5 | TXN |
Texas Instruments Inc
|
26,992 | $8,045,505 | |
| 6 | AVGO |
Broadcom Inc.
|
14,818 | $5,597,499 | |
| 7 | ON |
On Semiconductor Corp
|
18,244 | $1,724,787 | |
| 8 | ALGM |
Allegro Microsystems, Inc.
|
23,438 | $1,631,753 |
All Filings in TSM
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13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $50,261,377 | 105,244 | Shares | Other | 2026-08-14 | |
| 2026-03-31 | $37,939,618 | 112,264 | Shares | Other | 2026-05-15 | |
| 2025-12-31 | $48,645,191 | 160,075 | Shares | Other | 2026-02-13 | |
| 2025-09-30 | $73,128,735 | 261,838 | Shares | Other | 2025-11-14 | |
| 2025-06-30 | $68,286,735 | 301,500 | Shares | Other | 2025-08-14 | |
| 2025-03-31 | $45,539,444 | 274,334 | Shares | Other | 2025-05-15 | |
| 2024-12-31 | $43,682,023 | 221,186 | Shares | Other | 2025-02-14 | |
| 2024-09-30 | $40,052,817 | 230,626 | Shares | Other | 2024-11-12 | |
| 2024-06-30 | $36,122,758 | 207,829 | Shares | Other | 2024-08-14 | |
| 2024-03-31 | $23,189,042 | 170,445 | Shares | Other | 2024-05-15 | |
| 2023-12-31 | $6,923,280 | 66,570 | Shares | Other | 2024-02-14 | |
| 2023-09-30 | $1,690,465 | 19,453 | Shares | Other | 2023-11-14 | |
| 2023-06-30 | $1,862,882 | 18,459 | Shares | Other | 2023-08-14 | |
| No filing history on record for this holder in this stock. | ||||||