THAMES CAPITAL MANAGEMENT LLC
Position in TSM — Taiwan Semiconductor Manufacturing Co Ltd
CIK 1714267
Roseland, NJ
Position in TSM
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$36,776,710
+$10,825,868 QoQ
Shares Held
77,008
+0.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
3.09%
of 13F equity value
Holder Rank
#573
of 3,554 holders
Holding Since
Sep 2024
8 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, 2026THAMES CAPITAL MANAGEMENT LLC holds $280,694,657 across 12 Semiconductors names. TSM ranks #3 (13.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MU |
Micron Technology Inc
|
45,388 | $52,390,914 | |
| 2 | AMD |
Advanced Micro Devices Inc
|
66,972 | $38,904,704 | |
| 3 | TSM |
Taiwan Semiconductor Manufacturing Co Ltd
This page
|
77,008 | $36,776,710 | |
| 4 | INTC |
Intel Corp
|
223,725 | $31,238,721 | |
| 5 | ALAB |
Astera Labs, Inc.
|
57,733 | $27,886,193 | |
| 6 | NVDA |
Nvidia Corp
|
116,169 | $23,244,255 | |
| 7 | AVGO |
Broadcom Inc.
|
60,391 | $22,812,700 | |
| 8 | SIMO |
Silicon Motion Technology CORP
|
52,823 | $17,607,490 |
All Filings in TSM
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $36,776,710 | 77,008 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $25,950,842 | 76,789 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $23,335,409 | 76,789 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $18,189,319 | 65,127 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $14,750,614 | 65,127 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $2,266,896 | 13,656 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $13,227,090 | 66,976 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $6,801,785 | 39,165 | Shares | Sole | 2024-11-14 | |
| No filing history on record for this holder in this stock. | ||||||