SCS Capital Management LLC

Position in TSM — Taiwan Semiconductor Manufacturing Co Ltd

CIK 1303159 BOSTON, MA

Position in TSM

as of Jun 30, 2026 · filed Aug 6, 2026 Compact

Position Value

$23,250,495

+$6,891,012 QoQ

Shares Held

48,685

+0.6% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.72%

of 13F equity value

Holder Rank

#712

of 3,554 holders

Holding Since

Dec 2023

11 quarters on record

Voting authority Sole 72% Shared 0% None 28%

Technology · as of Jun 30, 2026

SCS Capital Management LLC holds $119,854,249 across 10 Semiconductors names. TSM ranks #3 (19.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AVGO	Broadcom Inc.	92,616	$34,985,694
2	NVDA	Nvidia Corp	150,437	$30,100,939
3	TSM	Taiwan Semiconductor Manufacturing Co Ltd This page	48,685	$23,250,495
4	QCOM	Qualcomm Inc/De	116,903	$21,602,505
5	AMD	Advanced Micro Devices Inc	6,520	$3,787,533
6	ADI	Analog Devices Inc	5,845	$2,321,458
7	ARM	Arm Holdings PLC /Uk	4,788	$1,697,681
8	MU	Micron Technology Inc	936	$1,080,415

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$23,250,495	48,685	+0.6%	Shares	Sole	2026-08-06
2026-03-31	$16,359,483	48,408	-9.4%	Shares	Sole	2026-05-11
2025-12-31	$16,240,185	53,441	-0.2%	Shares	Sole	2026-02-10
2025-09-30	$14,958,213	53,558	-7.6%	Shares	Sole	2025-11-13
2025-06-30	$13,122,604	57,939	+284.1%	Shares	Sole	2025-08-13
2025-03-31	$2,504,276	15,086	-73.6%	Shares	Sole	2025-05-19
2024-12-31	$11,266,212	57,047	+0.3%	Shares	Sole	2025-02-14
2024-09-30	$9,881,128	56,896	+46.1%	Shares	Sole	2024-11-14
2024-06-30	$6,768,856	38,944	+0.3%	Shares	Sole	2024-10-01
2024-03-31	$5,282,413	38,827	+61.8%	Shares	Sole	2024-08-13
2023-12-31	$2,495,168	23,992	—	Shares	Sole	2024-08-13
No filing history on record for this holder in this stock.