SYCOMORE ASSET MANAGEMENT
Position in TSM — Taiwan Semiconductor Manufacturing Co Ltd
CIK 1728681
PARIS, I0
Position in TSM
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$19,353,046
+$19,345,475 QoQ
Shares Held
40,524
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
1.82%
of 13F equity value
Holder Rank
#772
of 3,554 holders
Holding Since
Mar 2021
19 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, 2026SYCOMORE ASSET MANAGEMENT holds $384,149,829 across 8 Semiconductors names. TSM ranks #5 (5.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MU |
Micron Technology Inc
|
155,733 | $179,761,044 | |
| 2 | NVDA |
Nvidia Corp
|
380,389 | $76,112,035 | |
| 3 | AMD |
Advanced Micro Devices Inc
|
67,942 | $39,468,187 | |
| 4 | AVGO |
Broadcom Inc.
|
104,183 | $39,355,128 | |
| 5 | TSM |
Taiwan Semiconductor Manufacturing Co Ltd
This page
|
40,524 | $19,353,046 | |
| 6 | ADI |
Analog Devices Inc
|
44,251 | $17,575,169 | |
| 7 | ALAB |
Astera Labs, Inc.
|
17,231 | $8,322,917 | |
| 8 | ON |
On Semiconductor Corp
|
44,450 | $4,202,303 |
All Filings in TSM
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $19,353,046 | 40,524 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $7,571 | 40,524 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $7,571 | 40,524 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $7,571 | 40,524 | Shares | Sole | 2025-11-21 | |
| 2025-06-30 | $7,571 | 40,524 | Shares | Sole | 2025-08-01 | |
| 2025-03-31 | $7,571 | 40,524 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $8,003,084 | 40,524 | Shares | Sole | 2025-01-29 | |
| 2023-12-31 | $83,200 | 800 | Shares | Sole | 2024-02-02 | |
| 2023-09-30 | $72,040 | 829 | Shares | Sole | 2023-10-27 | |
| 2023-06-30 | $83,662 | 829 | Shares | Sole | 2023-07-20 | |
| 2023-03-31 | $77,113 | 829 | Shares | Sole | 2023-04-07 | |
| 2022-12-31 | $2,353,884 | 31,600 | Shares | Sole | 2023-01-05 | |
| 2022-09-30 | $1,045,540 | 15,250 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $1,675,875 | 20,500 | Shares | Sole | 2022-07-19 | |
| 2022-03-31 | $3,627,726 | 34,795 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $4,511,865 | 37,502 | Shares | Sole | 2022-01-14 | |
| 2021-09-30 | $3,308,747 | 29,635 | Shares | Sole | 2021-11-04 | |
| 2021-06-30 | $7,723,284 | 64,275 | Shares | Sole | 2021-11-04 | |
| 2021-03-31 | $8,956,634 | 75,724 | Shares | Sole | 2021-05-14 | |
| No filing history on record for this holder in this stock. | ||||||