LEVIN CAPITAL STRATEGIES, L.P.
Position in TSM — Taiwan Semiconductor Manufacturing Co Ltd
CIK 1354821
NEW YORK, NY
Position in TSM
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$16,159,536
+$3,844,301 QoQ
Shares Held
33,837
-7.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
1.13%
of 13F equity value
Holder Rank
#840
of 3,554 holders
Holding Since
Sep 2025
3 quarters on record
Voting authority
Sole 0%
Shared 67%
None 33%
Common Shares in TSM Over Time
Shares Held
Position Value (USD)
Derivatives in TSM
reported options exposure · as of Sep 30, 2025CallValue
$698,225
CallShares
2,500
PutValue
$0
PutShares
0
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 Jun 30, 2026LEVIN CAPITAL STRATEGIES, L.P. holds $29,472,154 across 8 Semiconductors names. TSM ranks #1 (54.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TSM |
Taiwan Semiconductor Manufacturing Co Ltd
This page
|
33,837 | $16,159,536 | |
| 2 | NVDA |
Nvidia Corp
|
24,248 | $4,851,782 | |
| 3 | QCOM |
Qualcomm Inc/De
|
25,406 | $4,694,774 | |
| 4 | MU |
Micron Technology Inc
|
1,623 | $1,873,412 | |
| 5 | INTC |
Intel Corp
|
6,635 | $926,445 | |
| 6 | SIMO |
Silicon Motion Technology CORP
|
1,571 | $523,661 | |
| 7 | TSEM |
Tower Semiconductor Ltd
|
850 | $221,544 | |
| 8 | CBRS |
Cerebras Systems Inc.
|
1,000 | $221,000 |
All Filings in TSM
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $16,159,536 | 33,837 | Shares | Other | 2026-07-31 | |
| 2026-03-31 | $12,315,235 | 36,441 | Shares | Other | 2026-05-13 | |
| 2025-09-30 | $698,225 | 2,500 | Call | Other | 2025-11-07 | |
| No filing history on record for this holder in this stock. | ||||||