DJE Kapital AG
Position in TSM — Taiwan Semiconductor Manufacturing Co Ltd
CIK 1659196
82049 PULLACH, 2M
Position in TSM
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$209,525,241
+$86,532,056 QoQ
Shares Held
438,732
+20.6% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
4.01%
of 13F equity value
Holder Rank
#232
of 3,554 holders
Holding Since
Dec 2024
6 quarters on record
Voting authority
Sole 29%
Shared 0%
None 71%
Common Shares in TSM Over Time
Shares Held
Position Value (USD)
Position in Semiconductors
Technology · as of Jun 30, 2026DJE Kapital AG holds $680,104,944 across 7 Semiconductors names. TSM ranks #2 (30.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NVDA |
Nvidia Corp
|
1,317,566 | $263,631,780 | |
| 2 | TSM |
Taiwan Semiconductor Manufacturing Co Ltd
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|
438,732 | $209,525,241 | |
| 3 | AVGO |
Broadcom Inc.
|
306,568 | $115,806,062 | |
| 4 | INTC |
Intel Corp
|
473,963 | $66,179,453 | |
| 5 | MRVL |
Marvell Technology, Inc.
|
39,882 | $11,880,448 | |
| 6 | AMD |
Advanced Micro Devices Inc
|
19,301 | $11,212,143 | |
| 7 | ASX |
ASE Technology Holding Co., Ltd.
|
41,441 | $1,869,817 |
All Filings in TSM
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $209,525,241 | 438,732 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $122,993,185 | 363,939 | Shares | Sole | 2026-05-08 | |
| 2025-09-30 | $111,194,286 | 398,132 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $90,172,916 | 398,132 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $69,507,188 | 418,718 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $87,475,035 | 442,934 | Shares | Sole | 2025-02-06 | |
| No filing history on record for this holder in this stock. | ||||||