Dorsal Capital Management, LP
Position in TSM — Taiwan Semiconductor Manufacturing Co Ltd
CIK 1547007
Redwood City, CA
Position in TSM
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$272,214,900
+$27,201,150 QoQ
Shares Held
570,000
-21.4% QoQ
Ownership
0.011%
of shares outstanding
% of Portfolio
9.80%
of 13F equity value
Holder Rank
#191
of 3,564 holders
Holding Since
Dec 2024
7 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, 2026Dorsal Capital Management, LP holds $361,232,400 across 2 Semiconductors names. TSM ranks #1 (75.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TSM |
Taiwan Semiconductor Manufacturing Co Ltd
This page
|
570,000 | $272,214,900 | |
| 2 | SMTC |
Semtech Corp
|
550,000 | $89,017,500 |
All Filings in TSM
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $272,214,900 | 570,000 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $245,013,750 | 725,000 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $281,098,250 | 925,000 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $258,343,250 | 925,000 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $243,476,750 | 1,075,000 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $166,000,000 | 1,000,000 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $88,870,500 | 450,000 | Shares | Sole | 2025-02-14 | |
| No filing history on record for this holder in this stock. | ||||||