APPALOOSA LP
Position in TSM — Taiwan Semiconductor Manufacturing Co Ltd
CIK 1656456
Short Hills, NJ
Position in TSM
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$787,990,500
+$339,361,875 QoQ
Shares Held
1,650,000
+24.3% QoQ
Ownership
0.032%
of shares outstanding
% of Portfolio
11.29%
of 13F equity value
Holder Rank
#77
of 3,554 holders
Holding Since
Jun 2023
13 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, 2026APPALOOSA LP holds $2,436,150,225 across 6 Semiconductors names. TSM ranks #2 (32.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MU |
Micron Technology Inc
|
975,000 | $1,125,432,750 | |
| 2 | TSM |
Taiwan Semiconductor Manufacturing Co Ltd
This page
|
1,650,000 | $787,990,500 | |
| 3 | NVDA |
Nvidia Corp
|
1,525,000 | $305,137,250 | |
| 4 | AMD |
Advanced Micro Devices Inc
|
197,500 | $114,729,725 | |
| 5 | AVGO |
Broadcom Inc.
|
150,000 | $56,662,500 | |
| 6 | QCOM |
Qualcomm Inc/De
|
250,000 | $46,197,500 |
All Filings in TSM
Export CSV
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $787,990,500 | 1,650,000 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $448,628,625 | 1,327,500 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $343,395,700 | 1,130,000 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $296,047,400 | 1,060,000 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $232,152,250 | 1,025,000 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $44,820,000 | 270,000 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $49,372,500 | 250,000 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $69,468,000 | 400,000 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $79,952,600 | 460,000 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $68,025,000 | 500,000 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $52,000,000 | 500,000 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $86,900,000 | 1,000,000 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $179,133,000 | 1,775,000 | Shares | Sole | 2023-08-14 | |
| No filing history on record for this holder in this stock. | ||||||