B & T Capital Management DBA Alpha Capital Management
Position in TSM — Taiwan Semiconductor Manufacturing Co Ltd
CIK 1450935
AUSTIN, TX
Position in TSM
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$8,531,788
+$2,303,032 QoQ
Shares Held
17,865
-3.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
1.69%
of 13F equity value
Holder Rank
#1,082
of 3,553 holders
Holding Since
Mar 2021
10 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in TSM Over Time
Shares Held
Position Value (USD)
Position in Semiconductors
Technology · as of Jun 30, 2026B & T Capital Management DBA Alpha Capital Management holds $36,782,558 across 11 Semiconductors names. TSM ranks #2 (23.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NVDA |
Nvidia Corp
|
66,537 | $13,313,388 | |
| 2 | TSM |
Taiwan Semiconductor Manufacturing Co Ltd
This page
|
17,865 | $8,531,788 | |
| 3 | AVGO |
Broadcom Inc.
|
21,334 | $8,058,918 | |
| 4 | MU |
Micron Technology Inc
|
1,994 | $2,301,654 | |
| 5 | ARM |
Arm Holdings PLC /Uk
|
5,048 | $1,789,869 | |
| 6 | LSCC |
Lattice Semiconductor Corp
|
6,510 | $995,769 | |
| 7 | AMD |
Advanced Micro Devices Inc
|
977 | $567,549 | |
| 8 | SLAB |
Silicon Laboratories Inc.
|
1,908 | $417,012 |
All Filings in TSM
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $8,531,788 | 17,865 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $6,228,756 | 18,431 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $8,122,675 | 26,729 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $7,624,896 | 27,301 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $6,194,954 | 27,352 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $2,043,626 | 12,311 | Shares | Sole | 2025-05-01 | |
| 2024-06-30 | $298,953 | 1,720 | Shares | Sole | 2024-07-18 | |
| 2024-03-31 | $204,347 | 1,502 | Shares | Sole | 2024-04-12 | |
| 2021-06-30 | $237,916 | 1,980 | Shares | Sole | 2021-07-23 | |
| 2021-03-31 | $235,140 | 1,988 | Shares | Sole | 2021-05-03 | |
| No filing history on record for this holder in this stock. | ||||||