Melqart Asset Management (UK) Ltd
Position in TSM — Taiwan Semiconductor Manufacturing Co Ltd
CIK 1712901
London, X0
Position in TSM
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$20,489,185
-$18,871,851 QoQ
Shares Held
42,903
-63.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
2.08%
of 13F equity value
Holder Rank
#752
of 3,547 holders
Holding Since
Mar 2025
6 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, 2026Melqart Asset Management (UK) Ltd holds $117,847,185 across 8 Semiconductors names. TSM ranks #3 (17.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMD |
Advanced Micro Devices Inc
|
46,971 | $27,285,923 | |
| 2 | NVDA |
Nvidia Corp
|
124,402 | $24,891,596 | |
| 3 | TSM |
Taiwan Semiconductor Manufacturing Co Ltd
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|
42,903 | $20,489,185 | |
| 4 | MRVL |
Marvell Technology, Inc.
|
46,079 | $13,726,473 | |
| 5 | SIMO |
Silicon Motion Technology CORP
|
38,828 | $12,942,537 | |
| 6 | TSEM |
Tower Semiconductor Ltd
|
24,811 | $6,466,739 | |
| 7 | STM |
STMicroelectronics N.V.
|
80,853 | $6,055,081 | |
| 8 | MCHP |
Microchip Technology Inc
|
65,676 | $5,989,651 |
All Filings in TSM
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $20,489,185 | 42,903 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $39,361,036 | 116,470 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $35,455,757 | 116,673 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $21,260,951 | 76,125 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $19,689,455 | 86,933 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $10,162,022 | 61,217 | Shares | Sole | 2025-05-15 | |
| No filing history on record for this holder in this stock. | ||||||