SUVRETTA CAPITAL MANAGEMENT, LLC

Position in TSM — Taiwan Semiconductor Manufacturing Co Ltd

CIK 1569064 New York, NY

Position in TSM

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$145,480,716

+$44,532,686 QoQ

Shares Held

304,627

+2.0% QoQ

Ownership

0.006%

of shares outstanding

% of Portfolio

3.09%

of 13F equity value

Holder Rank

#279

of 3,584 holders

Holding Since

Jun 2023

12 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Jun 30, 2026

SUVRETTA CAPITAL MANAGEMENT, LLC holds $508,670,458 across 5 Semiconductors names. TSM ranks #2 (28.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AMD	Advanced Micro Devices Inc	257,240	$149,433,288
2	TSM	Taiwan Semiconductor Manufacturing Co Ltd This page	304,627	$145,480,716
3	NVDA	Nvidia Corp	720,609	$144,186,654
4	CBRS	Cerebras Systems Inc.	171,900	$37,989,900
5	AVGO	Broadcom Inc.	83,600	$31,579,900

12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$145,480,716	304,627	+2.0%	Shares	Sole	2026-08-14
2026-03-31	$100,948,030	298,707	+10.1%	Shares	Sole	2026-05-15
2025-12-31	$82,476,049	271,401	-2.1%	Shares	Sole	2026-02-17
2025-09-30	$77,419,467	277,201	-7.7%	Shares	Sole	2025-11-14
2025-06-30	$68,037,822	300,401	-14.3%	Shares	Sole	2025-08-14
2025-03-31	$58,185,324	350,514	+1.3%	Shares	Sole	2025-05-15
2024-12-31	$68,314,160	345,912	-0.8%	Shares	Sole	2025-02-14
2024-09-30	$60,566,023	348,742	-0.6%	Shares	Sole	2024-11-14
2024-06-30	$60,964,205	350,752	+6.5%	Shares	Sole	2024-08-14
2024-03-31	$44,808,339	329,352	-15.2%	Shares	Sole	2024-05-15
2023-12-31	$40,376,128	388,232	+63.8%	Shares	Sole	2024-02-14
2023-06-30	$23,921,168	237,031	—	Shares	Sole	2023-08-14
No filing history on record for this holder in this stock.