EMINENCE CAPITAL, LP
Position in TSM — Taiwan Semiconductor Manufacturing Co Ltd
CIK 1107310
NEW YORK, NY
Position in TSM
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$142,504,390
New position
Shares Held
421,673
first reported quarter
Ownership
0.008%
of shares outstanding
% of Portfolio
3.27%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2026
1 quarter on record
Voting authority
Sole 100%
Shared 0%
None 0%
Position in Semiconductors
Technology · as of Mar 31, 2026EMINENCE CAPITAL, LP holds $381,933,973 across 2 Semiconductors names. TSM ranks #2 (37.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMD |
Advanced Micro Devices Inc
|
1,176,963 | $239,429,583 | |
| 2 | TSM |
Taiwan Semiconductor Manufacturing Co Ltd
This page
|
421,673 | $142,504,390 |
All Filings in TSM
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $142,504,390 | 421,673 | Shares | Sole | 2026-05-15 | |
| No filing history on record for this holder in this stock. | ||||||