SUMMIT PARTNERS PUBLIC ASSET MANAGEMENT, LLC
Position in TSM — Taiwan Semiconductor Manufacturing Co Ltd
CIK 1638555
Boston, MA
Position in TSM
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$58,860,502
+$16,562,343 QoQ
Shares Held
123,250
-1.5% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
1.53%
of 13F equity value
Holder Rank
#447
of 3,554 holders
Holding Since
Dec 2023
11 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in TSM Over Time
Shares Held
Position Value (USD)
Derivatives in TSM
reported options exposure · as of Sep 30, 2025CallValue
$2,094,675
CallShares
7,500
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Semiconductors
Technology · as of Jun 30, 2026SUMMIT PARTNERS PUBLIC ASSET MANAGEMENT, LLC holds $630,674,629 across 13 Semiconductors names. TSM ranks #5 (9.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TSEM |
Tower Semiconductor Ltd
|
517,547 | $134,893,450 | |
| 2 | NVDA |
Nvidia Corp
|
449,977 | $90,035,897 | |
| 3 | SIMO |
Silicon Motion Technology CORP
|
261,815 | $87,270,793 | |
| 4 | SITM |
SITIME Corp
|
102,958 | $76,761,366 | |
| 5 | TSM |
Taiwan Semiconductor Manufacturing Co Ltd
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|
123,250 | $58,860,502 | |
| 6 | CRDO |
Credo Technology Group Holding Ltd
|
197,251 | $53,642,409 | |
| 7 | ADI |
Analog Devices Inc
|
87,000 | $34,553,790 | |
| 8 | CBRS |
Cerebras Systems Inc.
|
134,465 | $29,716,765 |
All Filings in TSM
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $58,860,502 | 123,250 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $42,298,159 | 125,161 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $53,636,585 | 176,500 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $85,246,290 | 305,225 | Shares | Sole | 2025-11-14 | |
| 2025-09-30 | $2,094,675 | 7,500 | Call | Sole | 2025-11-14 | |
| 2025-06-30 | $58,207,930 | 257,000 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $32,121,000 | 193,500 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $135,829,277 | 687,778 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $17,419,101 | 100,300 | Call | Sole | 2024-11-14 | |
| 2024-09-30 | $87,098,283 | 501,516 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $110,512,569 | 635,824 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $89,346,211 | 656,716 | Shares | Sole | 2024-05-15 | |
| 2024-03-31 | $54,420,000 | 400,000 | Put | Sole | 2024-05-15 | |
| 2023-12-31 | $70,762,224 | 680,406 | Shares | Sole | 2024-02-14 | |
| No filing history on record for this holder in this stock. | ||||||