LYELL WEALTH MANAGEMENT, LP
Position in TSM — Taiwan Semiconductor Manufacturing Co Ltd
CIK 1686444
MENLO PARK, CA
Position in TSM
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$31,795,655
+$8,822,152 QoQ
Shares Held
66,578
-2.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
2.33%
of 13F equity value
Holder Rank
#614
of 3,554 holders
Holding Since
Dec 2020
23 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, 2026LYELL WEALTH MANAGEMENT, LP holds $210,535,127 across 10 Semiconductors names. TSM ranks #3 (15.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NVDA |
Nvidia Corp
|
576,081 | $115,268,047 | |
| 2 | AMD |
Advanced Micro Devices Inc
|
69,499 | $40,372,664 | |
| 3 | TSM |
Taiwan Semiconductor Manufacturing Co Ltd
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|
66,578 | $31,795,655 | |
| 4 | AVGO |
Broadcom Inc.
|
46,015 | $17,382,166 | |
| 5 | MU |
Micron Technology Inc
|
2,880 | $3,324,355 | |
| 6 | TXN |
Texas Instruments Inc
|
3,111 | $927,295 | |
| 7 | INTC |
Intel Corp
|
5,250 | $733,057 | |
| 8 | QCOM |
Qualcomm Inc/De
|
1,476 | $272,750 |
All Filings in TSM
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $31,795,655 | 66,578 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $22,973,503 | 67,979 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $20,903,985 | 68,788 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $19,215,710 | 68,802 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $15,482,856 | 68,360 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $10,749,330 | 64,755 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $12,235,097 | 61,953 | Shares | Sole | 2025-02-03 | |
| 2024-09-30 | $10,515,197 | 60,547 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $10,375,240 | 59,693 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $7,733,218 | 56,841 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $5,617,872 | 54,018 | Shares | Sole | 2024-02-02 | |
| 2023-09-30 | $5,003,875 | 57,582 | Shares | Sole | 2023-10-31 | |
| 2023-06-30 | $5,648,391 | 55,969 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $4,860,295 | 52,250 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $3,765,469 | 50,550 | Shares | Sole | 2023-01-24 | |
| 2022-09-30 | $3,498,822 | 51,033 | Shares | Sole | 2022-10-24 | |
| 2022-06-30 | $4,136,877 | 50,604 | Shares | Sole | 2022-07-28 | |
| 2022-03-31 | $6,089,513 | 58,407 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $7,136,668 | 59,319 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $6,467,772 | 57,929 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $5,571,338 | 46,366 | Shares | Sole | 2021-08-09 | |
| 2021-03-31 | $4,367,489 | 36,925 | Shares | Sole | 2021-05-07 | |
| 2020-12-31 | $243,813 | 2,236 | Shares | Sole | 2021-02-04 | |
| No filing history on record for this holder in this stock. | ||||||