SUMMIT PARTNERS PUBLIC ASSET MANAGEMENT, LLC
Position in TSM — Taiwan Semiconductor Manufacturing Co Ltd
CIK 1638555
Boston, MA
Position in TSM
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$42,298,159
-$11,338,426 QoQ
Shares Held
125,161
-29.1% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
1.96%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2023
10 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
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 Mar 31, 2026SUMMIT PARTNERS PUBLIC ASSET MANAGEMENT, LLC holds $457,309,348 across 12 Semiconductors names. TSM ranks #5 (9.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TSEM |
Tower Semiconductor Ltd
|
692,055 | $121,441,811 | |
| 2 | NVDA |
Nvidia Corp
|
449,477 | $78,388,788 | |
| 3 | SIMO |
Silicon Motion Technology CORP
|
456,375 | $51,246,348 | |
| 4 | LSCC |
Lattice Semiconductor Corp
|
531,000 | $49,255,560 | |
| 5 | TSM |
Taiwan Semiconductor Manufacturing Co Ltd
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|
125,161 | $42,298,159 | |
| 6 | SITM |
SITIME Corp
|
105,017 | $36,267,620 | |
| 7 | ADI |
Analog Devices Inc
|
104,000 | $33,086,560 | |
| 8 | CRUS |
Cirrus Logic, Inc.
|
199,771 | $28,890,882 |
All Filings in TSM
Export CSV
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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. | ||||||