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Equibles

TWO SIGMA INVESTMENTS, LP

Position in TSM — Taiwan Semiconductor Manufacturing Co Ltd

CIK 1179392 NEW YORK, NY
Back to TSM Full portfolio

Position in TSM

as of Mar 31, 2026 · filed May 15, 2026
Position Value
$205,584,785
-$58,328,181 QoQ
Shares Held
608,329
-30.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.19%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
23 quarters on record
Voting authority Sole 93.71064013058724.ToString("F0")% Shared 0.ToString("F0")% None 6.289359869412768.ToString("F0")%

Common Shares in TSM Over Time

Shares Held

Position Value (USD)

Derivatives in TSM

reported options exposure · as of Mar 31, 2026
CallValue
$11,456,505
CallShares
33,900
PutValue
$10,983,375
PutShares
32,500

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 Mar 31, 2026

TWO SIGMA INVESTMENTS, LP holds $5,261,753,865 across 53 Semiconductors names. TSM ranks #6 (3.9% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 NVDA
Nvidia Corp
 11,234,245 $1,959,252,328
2 MU
Micron Technology Inc
 2,290,444 $773,803,600
3 AVGO
Broadcom Inc.
 2,225,253 $688,738,056
4 AMD
Advanced Micro Devices Inc
 1,372,004 $279,106,773
5 ON
On Semiconductor Corp
 4,453,815 $275,780,224
6 TSM
Taiwan Semiconductor Manufacturing Co Ltd
This page 		608,329 $205,584,785
7 SWKS
Skyworks Solutions, Inc.
 3,473,003 $185,979,310
8 GFS
GLOBALFOUNDRIES Inc.
 2,674,297 $118,952,730

All Filings in TSM

Export CSV
42 filing rows on record
Report Date Value (USD) Shares
2026-03-31 $10,983,375 32,500
2026-03-31 $11,456,505 33,900
2026-03-31 $205,584,785 608,329
2025-12-31 $263,912,966 868,449
2025-12-31 $3,038,900 10,000
2025-12-31 $3,038,900 10,000
2025-09-30 $241,425,816 864,427
2025-09-30 $558,580 2,000
2025-06-30 $9,298,773 41,056
2025-03-31 $83,523,730 503,155
2024-12-31 $60,292,117 305,292
2024-09-30 $194,382,578 1,119,264
2023-12-31 $1,892,800 18,200
2023-09-30 $18,785,607 216,175
2023-06-30 $22,328,650 221,251
2023-03-31 $1,692,964 18,200
2022-12-31 $144,615,854 1,941,413
2022-09-30 $226,474,179 3,303,299
2022-06-30 $204,448,084 2,500,894
2022-03-31 $195,071,606 1,871,011
2021-12-31 $15,395,709 127,967
2021-12-31 $19,057,104 158,400
2021-12-31 $16,205,757 134,700
2021-09-30 $29,654,240 265,600
2021-09-30 $30,603,265 274,100
2021-09-30 $7,087,876 63,483
2021-06-30 $34,966,560 291,000
2021-06-30 $29,355,088 244,300
2021-03-31 $7,236,725 61,183
2021-03-31 $6,304,324 53,300
2021-03-31 $9,509,712 80,400
2020-12-31 $2,976,792 27,300
2020-12-31 $3,096,736 28,400
2020-09-30 $705,309 8,700
2020-09-30 $2,122,655 26,183
2020-09-30 $1,053,910 13,000
2020-06-30 $1,419,250 25,000
2020-06-30 $58,850,450 1,036,647
2020-06-30 $1,476,020 26,000
2020-03-31 $1,352,457 28,300
2020-03-31 $6,241,230 130,597
2020-03-31 $1,366,794 28,600

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