Position in TSM
as of Mar 31, 2026
· filed Jun 15, 2026
Position Value
$463,667
-$174,502 QoQ
Shares Held
1,372
-34.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 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 Mar 31, 2026Carmignac Gestion holds $1,018,457,981 across 8 Semiconductors names. TSM ranks #8 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NVDA |
Nvidia Corp
|
4,566,444 | $796,387,833 | |
| 2 | AVGO |
Broadcom Inc.
|
541,651 | $167,646,401 | |
| 3 | CRDO |
Credo Technology Group Holding Ltd
|
364,500 | $34,215,615 | |
| 4 | ALAB |
Astera Labs, Inc.
|
60,000 | $6,576,000 | |
| 5 | SLAB |
Silicon Laboratories Inc.
|
27,843 | $5,795,520 | |
| 6 | MU |
Micron Technology Inc
|
15,000 | $5,067,600 | |
| 7 | SKYT |
SkyWater Technology, Inc
|
84,106 | $2,305,345 | |
| 8 | TSM |
Taiwan Semiconductor Manufacturing Co Ltd
This page
|
1,372 | $463,667 |
All Filings in TSM
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $463,667 | 1,372 | Shares | Sole | 2026-06-15 | |
| 2025-12-31 | $638,169 | 2,100 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $3,385,553 | 12,122 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $2,893,409 | 12,775 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $37,992,918 | 228,873 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $8,543,022 | 43,258 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $14,633,955 | 84,263 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $36,375,999 | 209,286 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $200,713,340 | 1,475,291 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $117,585,624 | 1,130,631 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $47,073,382 | 541,696 | Shares | Sole | 2023-11-29 | |
| 2023-06-30 | $64,394,730 | 638,077 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $7,533,410 | 80,987 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $4,399,975 | 59,068 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $9,829,790 | 143,375 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $12,098,754 | 147,997 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $12,697,408 | 121,786 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $15,556,925 | 129,307 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $12,498,659 | 111,945 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $13,451,311 | 111,945 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $13,240,854 | 111,945 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $12,206,482 | 111,945 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $52,811,186 | 651,427 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $33,743,179 | 594,384 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $35,139,939 | 735,299 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||