SRS Investment Management, LLC

Position in TSM — Taiwan Semiconductor Manufacturing Co Ltd

CIK 1503174 New York, NY

Position in TSM

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$124,789,518

-$47,589,652 QoQ

Shares Held

261,301

-48.8% QoQ

Ownership

0.005%

of shares outstanding

% of Portfolio

1.17%

of 13F equity value

Holder Rank

#307

of 3,572 holders

Holding Since

Jun 2023

13 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Jun 30, 2026

SRS Investment Management, LLC holds $1,828,825,509 across 4 Semiconductors names. TSM ranks #4 (6.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CRDO	Credo Technology Group Holding Ltd	2,573,808	$699,947,085
2	AMD	Advanced Micro Devices Inc	867,370	$503,863,906
3	NVDA	Nvidia Corp	2,500,000	$500,225,000
4	TSM	Taiwan Semiconductor Manufacturing Co Ltd This page	261,301	$124,789,518

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$124,789,518	261,301	-48.8%	Shares	Sole	2026-08-14
2026-03-31	$172,379,170	510,073	+0.3%	Shares	Sole	2026-05-15
2025-12-31	$154,596,744	508,726	-35.8%	Shares	Sole	2026-02-17
2025-09-30	$221,437,590	792,859	0.0%	Shares	Sole	2025-11-14
2025-06-30	$179,574,634	792,859	0.0%	Shares	Sole	2025-08-14
2025-03-31	$131,614,594	792,859	+3.2%	Shares	Sole	2025-05-15
2024-12-31	$151,677,652	768,027	0.0%	Shares	Sole	2025-02-14
2024-09-30	$133,383,249	768,027	0.0%	Shares	Sole	2024-11-14
2024-06-30	$133,490,772	768,027	0.0%	Shares	Sole	2024-08-14
2024-03-31	$104,490,073	768,027	0.0%	Shares	Sole	2024-05-15
2023-12-31	$79,874,808	768,027	0.0%	Shares	Sole	2024-02-14
2023-09-30	$66,741,546	768,027	0.0%	Shares	Other	2023-11-14
2023-06-30	$77,509,284	768,027	—	Shares	Other	2023-08-14
No filing history on record for this holder in this stock.