COATUE MANAGEMENT LLC
Position in TSM — Taiwan Semiconductor Manufacturing Co Ltd
CIK 1135730
New York, NY
Position in TSM
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$4,257,534,157
+$1,120,159,452 QoQ
Shares Held
8,914,995
-4.0% QoQ
Ownership
0.172%
of shares outstanding
% of Portfolio
8.76%
of 13F equity value
Holder Rank
#18
of 3,554 holders
Holding Since
Dec 2021
15 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, 2026COATUE MANAGEMENT LLC holds $14,853,699,681 across 8 Semiconductors names. TSM ranks #1 (28.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TSM |
Taiwan Semiconductor Manufacturing Co Ltd
This page
|
8,914,995 | $4,257,534,157 | |
| 2 | MU |
Micron Technology Inc
|
3,142,269 | $3,627,089,681 | |
| 3 | AVGO |
Broadcom Inc.
|
5,846,831 | $2,208,640,409 | |
| 4 | INTC |
Intel Corp
|
12,084,027 | $1,687,292,688 | |
| 5 | CBRS |
Cerebras Systems Inc.
|
7,011,028 | $1,549,437,188 | |
| 6 | NVDA |
Nvidia Corp
|
6,055,197 | $1,211,584,366 | |
| 7 | QCOM |
Qualcomm Inc/De
|
1,387,312 | $256,361,384 | |
| 8 | AMD |
Advanced Micro Devices Inc
|
95,987 | $55,759,808 |
All Filings in TSM
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,257,534,157 | 8,914,995 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $3,137,374,705 | 9,283,547 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $2,622,426,043 | 8,629,524 | Shares | Defined | 2026-05-15 | |
| 2025-09-30 | $2,254,578,574 | 8,072,536 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $1,827,366,840 | 8,068,201 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $1,321,366,142 | 7,960,037 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $1,967,415,520 | 9,962,102 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $1,626,551,537 | 9,365,760 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $1,980,339,342 | 11,393,702 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $1,406,759,446 | 10,340,018 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $32,496,464 | 312,466 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $206,088,823 | 2,371,563 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $682,087,094 | 6,758,691 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $548,898,274 | 5,900,863 | Shares | Defined | 2023-05-15 | |
| 2021-12-31 | $103,259,304 | 858,277 | Shares | Defined | 2022-02-14 | |
| No filing history on record for this holder in this stock. | ||||||