Strategy Capital LLC
Position in TSM — Taiwan Semiconductor Manufacturing Co Ltd
CIK 1592413
Los Altos, CA
Position in TSM
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$115,366,329
+$12,516,886 QoQ
Shares Held
341,371
+0.9% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
9.77%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2024
8 quarters on record
Voting authority
Sole 95.0889208515076.ToString("F0")%
Shared 0.ToString("F0")%
None 4.911079148492402.ToString("F0")%
Common Shares in TSM Over Time
Shares Held
Position Value (USD)
Position in Semiconductors
Technology · as of Mar 31, 2026Strategy Capital LLC holds $153,974,901 across 2 Semiconductors names. TSM ranks #1 (74.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TSM |
Taiwan Semiconductor Manufacturing Co Ltd
This page
|
341,371 | $115,366,329 | |
| 2 | ALAB |
Astera Labs, Inc.
|
352,268 | $38,608,572 |
All Filings in TSM
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $115,366,329 | 341,371 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $102,849,443 | 338,443 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $105,489,229 | 377,705 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $85,769,951 | 378,692 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $60,130,180 | 362,230 | Shares | Sole | 2025-07-29 | |
| 2024-12-31 | $74,948,837 | 379,507 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $68,237,721 | 392,916 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $61,539,168 | 354,060 | Shares | Sole | 2024-08-13 | |
| No filing history on record for this holder in this stock. | ||||||