Whale Rock Capital Management LLC
Position in TSM — Taiwan Semiconductor Manufacturing Co Ltd
CIK 1387322
Boston, MA
Position in TSM
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$276,931,437
+$96,742,597 QoQ
Shares Held
819,445
+38.2% QoQ
Ownership
0.016%
of shares outstanding
% of Portfolio
3.58%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
15 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in TSM Over Time
Shares Held
Position Value (USD)
Position in Semiconductors
Technology · as of Mar 31, 2026Whale Rock Capital Management LLC holds $1,458,156,852 across 9 Semiconductors names. TSM ranks #1 (19.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TSM |
Taiwan Semiconductor Manufacturing Co Ltd
This page
|
819,445 | $276,931,437 | |
| 2 | MTSI |
MACOM Technology Solutions Holdings, Inc.
|
1,174,991 | $260,930,251 | |
| 3 | AVGO |
Broadcom Inc.
|
737,142 | $228,152,820 | |
| 4 | SITM |
SITIME Corp
|
576,933 | $199,243,811 | |
| 5 | TSEM |
Tower Semiconductor Ltd
|
1,066,737 | $187,191,008 | |
| 6 | NVDA |
Nvidia Corp
|
1,041,128 | $181,572,723 | |
| 7 | ARM |
Arm Holdings PLC /Uk
|
452,384 | $68,436,651 | |
| 8 | PI |
Impinj Inc
|
405,244 | $41,618,558 |
All Filings in TSM
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $276,931,437 | 819,445 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $180,188,840 | 592,941 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $202,988,809 | 726,803 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $137,218,287 | 605,847 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $87,059,198 | 524,453 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $49,347,418 | 249,873 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $43,875,120 | 252,635 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $40,960,759 | 235,664 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $32,164,668 | 236,418 | Shares | Sole | 2024-05-15 | |
| 2021-09-30 | $155,647,468 | 1,394,066 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $165,761,921 | 1,379,510 | Shares | Sole | 2021-09-24 | |
| 2021-03-31 | $147,996,667 | 1,251,240 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $440,250,853 | 4,037,517 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $198,726,161 | 2,451,291 | Shares | Sole | 2020-11-16 | |
| 2020-03-31 | $108,613,623 | 2,272,727 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||