Lagoda Investment Management, L.P.

Position in TSM — Taiwan Semiconductor Manufacturing Co Ltd

CIK 1632108 NEW YORK, NY

Position in TSM

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

Position Value

$13,142,726

+$3,881,207 QoQ

Shares Held

27,520

+0.4% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

7.23%

of 13F equity value

Holder Rank

#908

of 3,554 holders

Holding Since

Mar 2024

10 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Jun 30, 2026

Lagoda Investment Management, L.P. holds $33,611,555 across 3 Semiconductors names. TSM ranks #1 (39.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	TSM	Taiwan Semiconductor Manufacturing Co Ltd This page	27,520	$13,142,726
2	AMD	Advanced Micro Devices Inc	17,825	$10,354,720
3	ARM	Arm Holdings PLC /Uk	28,525	$10,114,109

10 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$13,142,726	27,520	+0.4%	Shares	Sole	2026-08-14
2026-03-31	$9,261,519	27,405	-13.4%	Shares	Sole	2026-05-15
2025-12-31	$9,612,040	31,630	-4.9%	Shares	Sole	2026-02-17
2025-09-30	$9,287,788	33,255	+2.1%	Shares	Sole	2025-11-14
2025-06-30	$7,376,779	32,570	-9.9%	Shares	Sole	2025-08-14
2025-03-31	$6,003,722	36,167	+1.5%	Shares	Sole	2025-05-15
2024-12-31	$7,037,951	35,637	+2.5%	Shares	Sole	2025-02-14
2024-09-30	$6,037,637	34,765	+82.2%	Shares	Sole	2024-11-14
2024-06-30	$3,315,773	19,077	+40.7%	Shares	Sole	2024-08-14
2024-03-31	$1,844,838	13,560	—	Shares	Sole	2024-05-15
No filing history on record for this holder in this stock.