Nicholas Investment Partners, LP
Position in TSM — Taiwan Semiconductor Manufacturing Co Ltd
CIK 1389574
RANCHO SANTA FE, CA
Position in TSM
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$21,456,742
+$7,579,840 QoQ
Shares Held
44,929
+9.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
1.38%
of 13F equity value
Holder Rank
#738
of 3,554 holders
Holding Since
Mar 2020
26 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, 2026Nicholas Investment Partners, LP holds $193,986,382 across 16 Semiconductors names. TSM ranks #3 (11.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NVDA |
Nvidia Corp
|
126,682 | $25,347,801 | |
| 2 | LSCC |
Lattice Semiconductor Corp
|
146,318 | $22,380,801 | |
| 3 | TSM |
Taiwan Semiconductor Manufacturing Co Ltd
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|
44,929 | $21,456,742 | |
| 4 | SITM |
SITIME Corp
|
27,562 | $20,549,124 | |
| 5 | AVGO |
Broadcom Inc.
|
52,405 | $19,795,988 | |
| 6 | MPWR |
Monolithic Power Systems, Inc.
|
12,129 | $16,766,644 | |
| 7 | MTSI |
MACOM Technology Solutions Holdings, Inc.
|
36,127 | $13,741,626 | |
| 8 | SMTC |
Semtech Corp
|
84,478 | $13,672,764 |
All Filings in TSM
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $21,456,742 | 44,929 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $13,876,902 | 41,062 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $11,448,144 | 37,672 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $9,192,551 | 32,914 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $6,987,669 | 30,852 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $4,493,786 | 27,071 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $4,471,963 | 22,644 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $3,808,583 | 21,930 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $4,511,759 | 25,958 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $3,109,422 | 22,855 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $2,376,920 | 22,855 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $1,897,982 | 21,841 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $2,204,193 | 21,841 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $2,031,649 | 21,841 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $1,263,499 | 16,962 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $1,560,836 | 22,766 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $2,191,472 | 26,807 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $3,491,041 | 33,484 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $7,836,151 | 65,133 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $4,186,428 | 37,496 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $4,355,319 | 36,246 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $4,865,329 | 41,134 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $4,633,763 | 42,496 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $741,304 | 9,144 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $519,104 | 9,144 | 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. | ||||||