Oak Grove Capital LLC
Position in TSM — Taiwan Semiconductor Manufacturing Co Ltd
CIK 1661762
Holderness, NH
Position in TSM
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$6,584,735
-$7,019,442 QoQ
Shares Held
13,788
-65.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.50%
of 13F equity value
Holder Rank
#1,187
of 3,554 holders
Holding Since
Mar 2020
12 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in TSM Over Time
Shares Held
Position Value (USD)
Derivatives in TSM
reported options exposure · as of Jun 30, 2021CallValue
$121,160
CallShares
1,100
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, 2026Oak Grove Capital LLC holds $574,480,787 across 9 Semiconductors names. TSM ranks #5 (1.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MU |
Micron Technology Inc
|
264,856 | $305,720,632 | |
| 2 | NVDA |
Nvidia Corp
|
840,006 | $168,076,800 | |
| 3 | AMD |
Advanced Micro Devices Inc
|
114,122 | $66,294,611 | |
| 4 | ALAB |
Astera Labs, Inc.
|
39,050 | $18,861,931 | |
| 5 | TSM |
Taiwan Semiconductor Manufacturing Co Ltd
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|
13,788 | $6,584,735 | |
| 6 | INTC |
Intel Corp
|
45,500 | $6,353,165 | |
| 7 | ARM |
Arm Holdings PLC /Uk
|
4,100 | $1,453,737 | |
| 8 | RMBS |
Rambus Inc
|
5,800 | $769,892 |
All Filings in TSM
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,584,735 | 13,788 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $13,604,177 | 40,255 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $17,946,223 | 59,055 | Shares | Sole | 2026-02-26 | |
| 2025-09-30 | $16,353,825 | 58,555 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $13,488,611 | 59,555 | Shares | Sole | 2025-08-01 | |
| 2025-03-31 | $8,325,730 | 50,155 | Shares | Sole | 2025-05-13 | |
| 2021-06-30 | $412,749 | 3,435 | Shares | Sole | 2021-08-13 | |
| 2021-06-30 | $121,160 | 1,100 | Call | Sole | 2021-08-13 | |
| 2021-03-31 | $5,232,115 | 44,235 | Shares | Sole | 2021-05-11 | |
| 2021-03-31 | $141,936 | 1,200 | Call | Sole | 2021-05-11 | |
| 2020-12-31 | $5,608,472 | 51,435 | Shares | Sole | 2021-02-17 | |
| 2020-12-31 | $130,848 | 1,200 | Call | Sole | 2021-02-17 | |
| 2020-09-30 | $2,670,040 | 32,935 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $1,050,131 | 18,498 | Shares | Sole | 2020-08-24 | |
| 2020-03-31 | $790,828 | 16,548 | Shares | Sole | 2020-05-11 | |
| No filing history on record for this holder in this stock. | ||||||