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Governors Lane LP

Position in TSM — Taiwan Semiconductor Manufacturing Co Ltd

CIK 1644187 NEW YORK, NY

Position in TSM

as of Jun 30, 2026 · filed Aug 14, 2026
Position Value
$17,607,528
+$11,867,448 QoQ
Shares Held
36,869
+117.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
1.80%
of 13F equity value
Holder Rank
#816
of 3,571 holders
Holding Since
Mar 2023
14 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 Jun 30, 2026
CallValue
$11,461,680
CallShares
24,000
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, 2026

Governors Lane LP holds $58,387,728 across 5 Semiconductors names. TSM ranks #2 (30.2% of the industry book) .

# Ticker Company Shares Value (USD) Open
2 TSM
Taiwan Semiconductor Manufacturing Co Ltd
This page
36,869 $17,607,528

All Filings in TSM

Export CSV
24 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $17,607,528 36,869
2026-06-30 $11,461,680 24,000
2026-03-31 $5,740,080 16,985
2026-03-31 $149,711,850 443,000
2025-12-31 $36,100,004 118,793
2025-12-31 $121,556,000 400,000
2025-09-30 $175,952,700 630,000
2025-09-30 $29,444,706 105,427
2025-06-30 $101,920,500 450,000
2025-06-30 $22,130,111 97,709
2025-03-31 $28,175,346 169,731
2024-12-31 $27,688,098 140,200
2024-12-31 $54,309,750 275,000
2024-09-30 $47,759,250 275,000
2024-09-30 $48,783,903 280,900
2024-06-30 $61,364,141 353,053
2024-03-31 $44,175,571 324,701
2024-03-31 $43,536,000 320,000
2023-12-31 $60,580,000 582,500
2023-12-31 $28,539,160 274,415
2023-09-30 $7,169,250 82,500
2023-09-30 $19,627,668 225,865
2023-06-30 $14,427,926 142,964
2023-03-31 $15,590,152 167,600