Cable Car Capital, LP

Position in TSM — Taiwan Semiconductor Manufacturing Co Ltd

CIK 1699575 SAN FRANCISCO, CA

Position in TSM

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$108,694,932

New position

Shares Held

227,600

first reported quarter

Ownership

0.004%

of shares outstanding

% of Portfolio

5.15%

of 13F equity value

Holder Rank

#331

of 3,571 holders

Holding Since

Jun 2026

1 quarter on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Jun 30, 2026

Cable Car Capital, LP holds $922,492,645 across 5 Semiconductors names. TSM ranks #3 (11.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MU	Micron Technology Inc	332,200	$383,455,138
2	NVDA	Nvidia Corp	1,658,500	$331,849,265
3	TSM	Taiwan Semiconductor Manufacturing Co Ltd This page	227,600	$108,694,932
4	AVGO	Broadcom Inc.	170,600	$64,444,150
5	SWKS	Skyworks Solutions, Inc.	502,200	$34,049,160

1 filing row on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$108,694,932	227,600	—	Shares	Sole	2026-08-14
No filing history on record for this holder in this stock.