Altimeter Capital Management, LP
Position in TSM — Taiwan Semiconductor Manufacturing Co Ltd
CIK 1541617
MENLO PARK, CA
Position in TSM
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$682,617,067
+$221,087,201 QoQ
Shares Held
1,429,355
+4.7% QoQ
Ownership
0.028%
of shares outstanding
% of Portfolio
8.29%
of 13F equity value
Holder Rank
#91
of 3,553 holders
Holding Since
Sep 2024
7 quarters on record
Voting authority
Sole 73%
Shared 0%
None 27%
Common Shares in TSM Over Time
Shares Held
Position Value (USD)
Position in Semiconductors
Technology · as of Jun 30, 2026Altimeter Capital Management, LP holds $3,738,088,269 across 5 Semiconductors names. TSM ranks #2 (18.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NVDA |
Nvidia Corp
|
9,413,589 | $1,883,565,023 | |
| 2 | TSM |
Taiwan Semiconductor Manufacturing Co Ltd
This page
|
1,429,355 | $682,617,067 | |
| 3 | ARM |
Arm Holdings PLC /Uk
|
1,641,972 | $582,194,012 | |
| 4 | QCOM |
Qualcomm Inc/De
|
1,882,490 | $347,865,327 | |
| 5 | MU |
Micron Technology Inc
|
209,520 | $241,846,840 |
All Filings in TSM
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $682,617,067 | 1,429,355 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $461,529,866 | 1,365,675 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $370,510,893 | 1,219,227 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $298,470,799 | 1,068,677 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $196,414,166 | 867,209 | Shares | Sole | 2025-08-14 | |
| 2024-12-31 | $99,610,006 | 504,380 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $90,185,094 | 519,290 | Shares | Sole | 2024-11-14 | |
| No filing history on record for this holder in this stock. | ||||||