Position in TSM
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$1,192,014
+$476,912 QoQ
Shares Held
2,496
+18.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.15%
of 13F equity value
Holder Rank
#2,102
of 3,565 holders
Holding Since
Mar 2025
6 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, 2026SFMG, LLC holds $77,604,759 across 10 Semiconductors names. TSM ranks #7 (1.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NVDA |
Nvidia Corp
|
173,160 | $34,647,584 | |
| 2 | AMD |
Advanced Micro Devices Inc
|
47,675 | $27,694,884 | |
| 3 | AVGO |
Broadcom Inc.
|
19,141 | $7,230,512 | |
| 4 | MU |
Micron Technology Inc
|
2,414 | $2,786,456 | |
| 5 | TXN |
Texas Instruments Inc
|
5,870 | $1,749,670 | |
| 6 | ADI |
Analog Devices Inc
|
3,111 | $1,235,595 | |
| 7 | TSM |
Taiwan Semiconductor Manufacturing Co Ltd
This page
|
2,496 | $1,192,014 | |
| 8 | INTC |
Intel Corp
|
3,450 | $481,723 |
All Filings in TSM
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,192,014 | 2,496 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $715,102 | 2,116 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $669,165 | 2,202 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $656,052 | 2,349 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $396,810 | 1,752 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $204,512 | 1,232 | Shares | Sole | 2025-05-09 | |
| No filing history on record for this holder in this stock. | ||||||