Brevan Howard Capital Management LP

Position in TSM — Taiwan Semiconductor Manufacturing Co Ltd

CIK 1512857 ST. HELIER, Y9

Position in TSM

as of Mar 31, 2026 · filed May 15, 2026 Compact

Position Value

$22,146,877

+$9,726,589 QoQ

Shares Held

65,533

+60.3% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.27%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Jun 2024

7 quarters on record

Voting authority Sole 100.ToString("F0")% Shared 0.ToString("F0")% None 0.ToString("F0")%

Technology · as of Mar 31, 2026

Brevan Howard Capital Management LP holds $676,615,869 across 30 Semiconductors names. TSM ranks #3 (3.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NVDA	Nvidia Corp	2,960,428	$516,298,643
2	MU	Micron Technology Inc	222,516	$75,174,805
3	TSM	Taiwan Semiconductor Manufacturing Co Ltd This page	65,533	$22,146,877
4	MRVL	Marvell Technology, Inc.	164,745	$16,317,992
5	ADI	Analog Devices Inc	26,145	$8,317,770
6	AVGO	Broadcom Inc.	21,100	$6,530,661
7	SYNA	SYNAPTICS Inc	76,968	$5,390,838
8	MCHP	Microchip Technology Inc	65,486	$4,231,050

7 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$22,146,877	65,533	+60.3%	Shares	Defined	2026-05-15
2025-12-31	$12,420,288	40,871	+272.7%	Shares	Defined	2026-02-17
2025-09-30	$3,062,973	10,967	-33.3%	Shares	Defined	2025-11-14
2025-06-30	$3,723,042	16,438	-35.0%	Shares	Defined	2025-08-14
2024-12-31	$4,990,769	25,271	+345.5%	Shares	Defined	2025-02-14
2024-09-30	$985,229	5,673	+39.3%	Shares	Defined	2024-11-14
2024-06-30	$707,754	4,072	—	Shares	Defined	2024-08-14
No filing history on record for this holder in this stock.