STEADFAST CAPITAL MANAGEMENT LP
Position in TSM — Taiwan Semiconductor Manufacturing Co Ltd
CIK 1214822
NEW YORK, NY
Position in TSM
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$45,138,483
-$38,509,887 QoQ
Shares Held
94,517
-61.8% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
1.40%
of 13F equity value
Holder Rank
#523
of 3,564 holders
Holding Since
Jun 2024
9 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, 2026STEADFAST CAPITAL MANAGEMENT LP holds $235,241,406 across 6 Semiconductors names. TSM ranks #3 (19.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NVDA |
Nvidia Corp
|
466,633 | $93,368,596 | |
| 2 | STM |
STMicroelectronics N.V.
|
603,600 | $45,203,604 | |
| 3 | TSM |
Taiwan Semiconductor Manufacturing Co Ltd
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|
94,517 | $45,138,483 | |
| 4 | AVGO |
Broadcom Inc.
|
84,950 | $32,089,862 | |
| 5 | ADI |
Analog Devices Inc
|
41,500 | $16,482,555 | |
| 6 | CBRS |
Cerebras Systems Inc.
|
13,386 | $2,958,306 |
All Filings in TSM
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $45,138,483 | 94,517 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $83,648,370 | 247,517 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $94,180,677 | 309,917 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $127,751,993 | 457,417 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $101,788,456 | 449,417 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $47,077,600 | 283,600 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $117,526,299 | 595,100 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $100,693,866 | 579,800 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $52,977,288 | 304,800 | Shares | Sole | 2024-08-14 | |
| No filing history on record for this holder in this stock. | ||||||