Stockbridge Partners LLC
Position in TSM — Taiwan Semiconductor Manufacturing Co Ltd
CIK 1505183
Boston, MA
Position in TSM
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$989,966,314
+$262,807,748 QoQ
Shares Held
2,072,924
-3.7% QoQ
Ownership
0.040%
of shares outstanding
% of Portfolio
20.83%
of 13F equity value
Holder Rank
#65
of 3,554 holders
Holding Since
Mar 2025
6 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, 2026Stockbridge Partners LLC holds $1,249,128,084 across 2 Semiconductors names. TSM ranks #1 (79.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TSM |
Taiwan Semiconductor Manufacturing Co Ltd
This page
|
2,072,924 | $989,966,314 | |
| 2 | NVDA |
Nvidia Corp
|
1,295,226 | $259,161,770 |
All Filings in TSM
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $989,966,314 | 2,072,924 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $727,158,566 | 2,151,675 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $644,526,378 | 2,120,920 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $594,455,638 | 2,128,453 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $502,362,520 | 2,218,034 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $156,315,726 | 941,661 | Shares | Defined | 2025-05-15 | |
| No filing history on record for this holder in this stock. | ||||||