Gladstone Capital Management LLP
Position in TSM — Taiwan Semiconductor Manufacturing Co Ltd
CIK 1353394
LONDON, X0
Position in TSM
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$81,099,504
+$8,216,194 QoQ
Shares Held
169,817
-21.3% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
8.02%
of 13F equity value
Holder Rank
#384
of 3,554 holders
Holding Since
Dec 2025
3 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, 2026Gladstone Capital Management LLP holds $87,240,127 across 7 Semiconductors names. TSM ranks #1 (93.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TSM |
Taiwan Semiconductor Manufacturing Co Ltd
This page
|
169,817 | $81,099,504 | |
| 2 | ALAB |
Astera Labs, Inc.
|
7,200 | $3,477,744 | |
| 3 | AVGO |
Broadcom Inc.
|
2,370 | $895,267 | |
| 4 | ARM |
Arm Holdings PLC /Uk
|
2,100 | $744,597 | |
| 5 | QCOM |
Qualcomm Inc/De
|
3,200 | $591,328 | |
| 6 | INTC |
Intel Corp
|
2,047 | $285,822 | |
| 7 | NVDA |
Nvidia Corp
|
729 | $145,865 |
All Filings in TSM
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $81,099,504 | 169,817 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $72,883,310 | 215,663 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $5,427,475 | 17,860 | Shares | Sole | 2026-02-17 | |
| No filing history on record for this holder in this stock. | ||||||