KADENSA CAPITAL Ltd
Position in TSM — Taiwan Semiconductor Manufacturing Co Ltd
CIK 1720980
CENTRAL, K3
Position in TSM
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$68,106,257
+$14,936,246 QoQ
Shares Held
142,610
-9.4% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
14.53%
of 13F equity value
Holder Rank
#421
of 3,554 holders
Holding Since
Jun 2025
5 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, 2026KADENSA CAPITAL Ltd holds $164,833,572 across 6 Semiconductors names. TSM ranks #1 (41.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TSM |
Taiwan Semiconductor Manufacturing Co Ltd
This page
|
142,610 | $68,106,257 | |
| 2 | NVDA |
Nvidia Corp
|
246,094 | $49,240,948 | |
| 3 | STM |
STMicroelectronics N.V.
|
373,702 | $27,986,542 | |
| 4 | ARM |
Arm Holdings PLC /Uk
|
29,799 | $10,565,831 | |
| 5 | MU |
Micron Technology Inc
|
4,342 | $5,011,927 | |
| 6 | VSH |
Vishay Intertechnology Inc
|
72,928 | $3,922,067 |
All Filings in TSM
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $68,106,257 | 142,610 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $53,170,011 | 157,331 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $60,038,939 | 197,568 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $47,298,599 | 169,353 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $7,401,693 | 32,680 | Shares | Sole | 2025-08-14 | |
| No filing history on record for this holder in this stock. | ||||||