Balefire, LLC

Position in TSM — Taiwan Semiconductor Manufacturing Co Ltd

CIK 1750924 DALLAS, TX

Position in TSM

as of Jun 30, 2026 · filed Jul 7, 2026 Compact

Position Value

$1,581,711

+$892,631 QoQ

Shares Held

3,312

+62.4% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.60%

of 13F equity value

Holder Rank

#1,917

of 3,554 holders

Holding Since

Dec 2022

12 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

Balefire, LLC holds $35,208,006 across 13 Semiconductors names. TSM ranks #6 (4.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NVDA	Nvidia Corp	65,016	$13,009,051
2	MU	Micron Technology Inc	6,721	$7,757,983
3	AVGO	Broadcom Inc.	13,041	$4,926,237
4	AMD	Advanced Micro Devices Inc	4,458	$2,589,696
5	QCOM	Qualcomm Inc/De	13,452	$2,485,795
6	TSM	Taiwan Semiconductor Manufacturing Co Ltd This page	3,312	$1,581,711
7	INTC	Intel Corp	7,477	$1,044,013
8	MRVL	Marvell Technology, Inc.	1,244	$370,575

12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,581,711	3,312	+62.4%	Shares	Sole	2026-07-07
2026-03-31	$689,080	2,039	+9.2%	Shares	Sole	2026-05-07
2025-12-31	$567,666	1,868	-4.3%	Shares	Sole	2026-01-12
2025-09-30	$544,894	1,951	-3.2%	Shares	Sole	2025-10-08
2025-06-30	$456,603	2,016	+1393.3%	Shares	Sole	2025-07-09
2024-06-30	$23,464	135	-37.2%	Shares	Sole	2024-08-01
2024-03-31	$29,250	215	-88.4%	Shares	Sole	2024-05-10
2023-12-31	$192,400	1,850	-91.0%	Shares	Sole	2024-02-07
2023-09-30	$1,779,625	20,479	+2.3%	Shares	Sole	2023-12-06
2023-06-30	$2,020,317	20,019	+4.9%	Shares	Sole	2023-08-21
2023-03-31	$1,775,286	19,085	+20.1%	Shares	Sole	2023-05-15
2022-12-31	$1,184,167	15,897	—	Shares	Sole	2023-02-14
No filing history on record for this holder in this stock.