Tairen Capital Ltd
Position in TSM — Taiwan Semiconductor Manufacturing Co Ltd
CIK 1652062
HONG KONG, K3
Position in TSM
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$216,243,696
+$161,279,508 QoQ
Shares Held
452,800
+178.4% QoQ
Ownership
0.009%
of shares outstanding
% of Portfolio
19.11%
of 13F equity value
Holder Rank
#227
of 3,554 holders
Holding Since
Mar 2020
16 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in TSM Over Time
Shares Held
Position Value (USD)
Position in Semiconductors
Technology · as of Jun 30, 2026Tairen Capital Ltd holds $618,859,997 across 11 Semiconductors names. TSM ranks #1 (34.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TSM |
Taiwan Semiconductor Manufacturing Co Ltd
This page
|
452,800 | $216,243,696 | |
| 2 | AMD |
Advanced Micro Devices Inc
|
171,100 | $99,393,701 | |
| 3 | MRVL |
Marvell Technology, Inc.
|
288,880 | $86,054,463 | |
| 4 | INTC |
Intel Corp
|
469,340 | $65,533,944 | |
| 5 | QCOM |
Qualcomm Inc/De
|
303,691 | $56,119,059 | |
| 6 | AVGO |
Broadcom Inc.
|
99,160 | $37,457,690 | |
| 7 | MU |
Micron Technology Inc
|
31,805 | $36,712,193 | |
| 8 | SITM |
SITIME Corp
|
12,500 | $9,319,500 |
All Filings in TSM
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $216,243,696 | 452,800 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $54,964,188 | 162,640 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $1,990,479 | 6,550 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $44,212,165 | 158,302 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $41,910,389 | 185,043 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $48,247,900 | 290,650 | Shares | Sole | 2025-05-15 | |
| 2024-09-30 | $20,773,363 | 119,614 | Shares | Sole | 2024-11-14 | |
| 2024-03-31 | $14,503,066 | 106,601 | Shares | Sole | 2024-05-15 | |
| 2023-06-30 | $49,013,917 | 485,671 | Shares | Sole | 2023-08-14 | |
| 2022-12-31 | $223,470 | 3,000 | Shares | Sole | 2023-02-14 | |
| 2022-03-31 | $7,605,037 | 72,943 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $43,187,921 | 358,972 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $5,560,170 | 49,800 | Shares | Sole | 2021-11-15 | |
| 2020-12-31 | $8,178,000 | 75,000 | Shares | Sole | 2021-02-16 | |
| 2020-06-30 | $29,673,679 | 522,700 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $55,298,525 | 1,157,115 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||