DELTEC ASSET MANAGEMENT LLC

Position in TSM — Taiwan Semiconductor Manufacturing Co Ltd

CIK 1269950 New York, NY

Position in TSM

as of Jun 30, 2026 · filed Jul 21, 2026 Compact

Position Value

$18,213,564

+$5,172,750 QoQ

Shares Held

38,138

-1.2% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

9.31%

of 13F equity value

Holder Rank

#790

of 3,554 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Jun 30, 2026

DELTEC ASSET MANAGEMENT LLC holds $27,688,331 across 6 Semiconductors names. TSM ranks #1 (65.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	TSM	Taiwan Semiconductor Manufacturing Co Ltd This page	38,138	$18,213,564
2	MRVL	Marvell Technology, Inc.	23,015	$6,855,938
3	MCHP	Microchip Technology Inc	14,400	$1,313,280
4	AMD	Advanced Micro Devices Inc	1,000	$580,910
5	INTC	Intel Corp	3,055	$426,569
6	TXN	Texas Instruments Inc	1,000	$298,070

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$18,213,564	38,138	-1.2%	Shares	Sole	2026-07-21
2026-03-31	$13,040,814	38,588	+1.9%	Shares	Sole	2026-04-24
2025-12-31	$11,507,402	37,867	-4.3%	Shares	Sole	2026-01-29
2025-09-30	$11,050,667	39,567	-1.2%	Shares	Sole	2025-10-24
2025-06-30	$9,074,774	40,067	0.0%	Shares	Sole	2025-07-18
2025-03-31	$6,651,122	40,067	+10.5%	Shares	Sole	2025-04-22
2024-12-31	$7,162,369	36,267	-11.5%	Shares	Sole	2025-01-27
2024-09-30	$7,114,738	40,967	-26.0%	Shares	Sole	2024-10-25
2024-06-30	$9,623,338	55,367	-8.0%	Shares	Sole	2024-07-16
2024-03-31	$8,185,720	60,167	-4.4%	Shares	Sole	2024-04-17
2023-12-31	$6,548,568	62,967	-9.8%	Shares	Sole	2024-01-22
2023-09-30	$6,067,097	69,817	+2.9%	Shares	Sole	2023-10-23
2023-06-30	$6,844,091	67,817	-21.2%	Shares	Sole	2023-07-18
2023-03-31	$8,005,952	86,067	-12.1%	Shares	Sole	2023-04-17
2022-12-31	$7,292,571	97,900	-9.4%	Shares	Sole	2023-01-25
2022-09-30	$7,411,336	108,100	+29.2%	Shares	Sole	2022-10-26
2022-06-30	$6,842,475	83,700	-6.7%	Shares	Sole	2022-07-18
2022-03-31	$9,352,122	89,700	+10.3%	Shares	Sole	2022-04-11
2021-12-31	$9,781,203	81,300	-8.8%	Shares	Sole	2022-01-25
2021-09-30	$9,958,063	89,190	-6.2%	Shares	Sole	2021-10-13
2021-06-30	$11,426,014	95,090	-8.6%	Shares	Sole	2021-07-15
2021-03-31	$12,311,765	104,090	+3.0%	Shares	Sole	2021-04-21
2020-12-31	$11,018,492	101,050	-1.0%	Shares	Sole	2021-01-20
2020-09-30	$8,273,193	102,050	-2.2%	Shares	Sole	2020-10-23
2020-06-30	$5,923,949	104,350	0.0%	Shares	Sole	2020-07-29
2020-03-31	$4,986,886	104,350	—	Shares	Sole	2020-04-22
No filing history on record for this holder in this stock.