Alight Capital Management LP

Position in TSM — Taiwan Semiconductor Manufacturing Co Ltd

CIK 1651473 NEW YORK, NY

Position in TSM

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

Position Value

$23,878,500

+$10,360,500 QoQ

Shares Held

50,000

+25.0% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

3.88%

of 13F equity value

Holder Rank

#702

of 3,554 holders

Holding Since

Mar 2020

14 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Jun 30, 2026

Alight Capital Management LP holds $129,017,170 across 12 Semiconductors names. TSM ranks #2 (18.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NVDA	Nvidia Corp	150,000	$30,013,500
2	TSM	Taiwan Semiconductor Manufacturing Co Ltd This page	50,000	$23,878,500
3	INTC	Intel Corp	150,000	$20,944,500
4	TXN	Texas Instruments Inc	30,000	$8,942,100
5	AVGO	Broadcom Inc.	20,000	$7,555,000
6	AMD	Advanced Micro Devices Inc	13,000	$7,551,830
7	STM	STMicroelectronics N.V.	80,000	$5,991,200
8	MU	Micron Technology Inc	5,000	$5,771,450

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$23,878,500	50,000	+25.0%	Shares	Sole	2026-08-14
2026-03-31	$13,518,000	40,000	-20.0%	Shares	Sole	2026-05-15
2025-12-31	$15,194,500	50,000	+42.9%	Shares	Sole	2026-02-17
2025-09-30	$9,775,150	35,000	-30.0%	Shares	Sole	2025-11-14
2025-06-30	$11,324,500	50,000	+42.9%	Shares	Sole	2025-08-14
2025-03-31	$5,810,000	35,000	-12.5%	Shares	Sole	2025-05-15
2024-12-31	$7,899,600	40,000	-20.0%	Shares	Sole	2025-02-14
2024-09-30	$8,683,500	50,000	-9.2%	Shares	Sole	2024-11-14
2024-06-30	$9,568,066	55,049	+10.1%	Shares	Sole	2024-08-14
2024-03-31	$6,802,500	50,000	-28.6%	Shares	Sole	2024-05-15
2023-03-31	$6,511,400	70,000	0.0%	Shares	Sole	2023-05-15
2021-03-31	$8,279,600	70,000	-41.7%	Shares	Sole	2021-05-17
2020-12-31	$13,084,800	120,000	+20.0%	Shares	Sole	2021-02-16
2020-03-31	$4,779,000	100,000	—	Shares	Sole	2020-05-15
No filing history on record for this holder in this stock.