Nicholas Investment Partners, LP

Position in TSM — Taiwan Semiconductor Manufacturing Co Ltd

CIK 1389574 RANCHO SANTA FE, CA

Position in TSM

as of Mar 31, 2026 · filed May 15, 2026 Compact

Position Value

$13,876,902

+$2,428,758 QoQ

Shares Held

41,062

+9.0% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

1.15%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 100.ToString("F0")% Shared 0.ToString("F0")% None 0.ToString("F0")%

Technology · as of Mar 31, 2026

Nicholas Investment Partners, LP holds $117,649,884 across 13 Semiconductors names. TSM ranks #3 (11.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NVDA	Nvidia Corp	118,347	$20,639,716
2	AVGO	Broadcom Inc.	52,405	$16,219,871
3	TSM	Taiwan Semiconductor Manufacturing Co Ltd This page	41,062	$13,876,902
4	MPWR	Monolithic Power Systems Inc	12,029	$13,151,907
5	LSCC	Lattice Semiconductor Corp	140,631	$13,044,931
6	MTSI	MACOM Technology Solutions Holdings, Inc.	49,523	$10,997,572
7	SITM	SITIME Corp	26,792	$9,252,617
8	CRDO	Credo Technology Group Holding Ltd	66,969	$6,286,380

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$13,876,902	41,062	+9.0%	Shares	Sole	2026-05-15
2025-12-31	$11,448,144	37,672	+14.5%	Shares	Sole	2026-02-13
2025-09-30	$9,192,551	32,914	+6.7%	Shares	Sole	2025-11-14
2025-06-30	$6,987,669	30,852	+14.0%	Shares	Sole	2025-08-14
2025-03-31	$4,493,786	27,071	+19.6%	Shares	Sole	2025-05-15
2024-12-31	$4,471,963	22,644	+3.3%	Shares	Sole	2025-02-14
2024-09-30	$3,808,583	21,930	-15.5%	Shares	Sole	2024-11-12
2024-06-30	$4,511,759	25,958	+13.6%	Shares	Sole	2024-08-08
2024-03-31	$3,109,422	22,855	0.0%	Shares	Sole	2024-05-14
2023-12-31	$2,376,920	22,855	+4.6%	Shares	Sole	2024-02-08
2023-09-30	$1,897,982	21,841	0.0%	Shares	Sole	2023-11-13
2023-06-30	$2,204,193	21,841	0.0%	Shares	Sole	2023-08-10
2023-03-31	$2,031,649	21,841	+28.8%	Shares	Sole	2023-05-12
2022-12-31	$1,263,499	16,962	-25.5%	Shares	Sole	2023-02-10
2022-09-30	$1,560,836	22,766	-15.1%	Shares	Sole	2022-11-14
2022-06-30	$2,191,472	26,807	-19.9%	Shares	Sole	2022-08-10
2022-03-31	$3,491,041	33,484	-48.6%	Shares	Sole	2022-05-10
2021-12-31	$7,836,151	65,133	+73.7%	Shares	Sole	2022-02-14
2021-09-30	$4,186,428	37,496	+3.4%	Shares	Sole	2021-11-15
2021-06-30	$4,355,319	36,246	-11.9%	Shares	Sole	2021-08-10
2021-03-31	$4,865,329	41,134	-3.2%	Shares	Sole	2021-05-14
2020-12-31	$4,633,763	42,496	+364.7%	Shares	Sole	2021-02-11
2020-09-30	$741,304	9,144	0.0%	Shares	Sole	2020-11-13
2020-06-30	$519,104	9,144	+76.5%	Shares	Sole	2020-08-12
2020-03-31	$247,647	5,182	—	Shares	Sole	2020-05-13
No filing history on record for this holder in this stock.