Connective Capital Management, LLC
Position in TSM — Taiwan Semiconductor Manufacturing Co Ltd
CIK 1543568
PALO ALTO, CA
Position in TSM
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$6,299,625
+$4,811,638 QoQ
Shares Held
13,191
+54.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
5.07%
of 13F equity value
Holder Rank
#1,200
of 3,554 holders
Holding Since
Jun 2024
2 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, 2026Connective Capital Management, LLC holds $34,589,827 across 8 Semiconductors names. TSM ranks #2 (18.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMD |
Advanced Micro Devices Inc
|
12,189 | $7,080,711 | |
| 2 | TSM |
Taiwan Semiconductor Manufacturing Co Ltd
This page
|
13,191 | $6,299,625 | |
| 3 | NVDA |
Nvidia Corp
|
29,025 | $5,807,612 | |
| 4 | AVGO |
Broadcom Inc.
|
15,089 | $5,699,869 | |
| 5 | QCOM |
Qualcomm Inc/De
|
27,957 | $5,166,174 | |
| 6 | MRVL |
Marvell Technology, Inc.
|
12,580 | $3,747,456 | |
| 7 | MU |
Micron Technology Inc
|
683 | $788,380 | |
| 8 | MOBX |
Mobix Labs, Inc
|
22,397 | $0 |
All Filings in TSM
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,299,625 | 13,191 | Shares | Sole | 2026-08-13 | |
| 2024-06-30 | $1,487,987 | 8,561 | Shares | Sole | 2024-08-19 | |
| No filing history on record for this holder in this stock. | ||||||