Waterloo Capital, L.P.

Position in TSM — Taiwan Semiconductor Manufacturing Co Ltd

CIK 1730942 Austin, TX

Position in TSM

as of Jun 30, 2026 · filed Jul 29, 2026 Compact

Position Value

$1,901,206

+$596,382 QoQ

Shares Held

3,981

+3.1% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.24%

of 13F equity value

Holder Rank

#1,817

of 3,564 holders

Holding Since

Dec 2023

9 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

Waterloo Capital, L.P. holds $85,711,089 across 11 Semiconductors names. TSM ranks #6 (2.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NVDA	Nvidia Corp	184,461	$36,908,801
2	AVGO	Broadcom Inc.	54,944	$20,755,096
3	AMD	Advanced Micro Devices Inc	20,700	$12,024,837
4	MU	Micron Technology Inc	6,761	$7,804,154
5	INTC	Intel Corp	15,155	$2,116,092
6	TSM	Taiwan Semiconductor Manufacturing Co Ltd This page	3,981	$1,901,206
7	TXN	Texas Instruments Inc	4,771	$1,422,091
8	MRVL	Marvell Technology, Inc.	3,931	$1,171,005

9 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,901,206	3,981	+3.1%	Shares	Sole	2026-07-29
2026-03-31	$1,304,824	3,861	+3.5%	Shares	Sole	2026-05-12
2025-12-31	$1,133,205	3,729	-8.2%	Shares	Sole	2026-02-10
2025-09-30	$1,134,475	4,062	+5.4%	Shares	Sole	2025-11-05
2025-06-30	$872,665	3,853	+274.8%	Shares	Sole	2025-08-12
2024-12-31	$203,019	1,028	-43.2%	Shares	Sole	2025-02-13
2024-06-30	$314,596	1,810	+11.2%	Shares	Sole	2024-08-12
2024-03-31	$221,489	1,628	-58.8%	Shares	Sole	2024-05-14
2023-12-31	$410,904	3,951	—	Shares	Sole	2024-02-13
No filing history on record for this holder in this stock.