Sepio Capital, LP

Position in TSM — Taiwan Semiconductor Manufacturing Co Ltd

CIK 1751412 Salt Lake City, UT

Position in TSM

as of Jun 30, 2026 · filed Jul 28, 2026 Compact

Position Value

$1,615,141

-$2,345,295 QoQ

Shares Held

3,382

-71.1% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.27%

of 13F equity value

Holder Rank

#1,892

of 3,541 holders

Holding Since

Dec 2021

15 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Jun 30, 2026

Sepio Capital, LP holds $45,799,849 across 12 Semiconductors names. TSM ranks #5 (3.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NVDA	Nvidia Corp	148,539	$29,721,168
2	TXN	Texas Instruments Inc	16,586	$4,943,789
3	INTC	Intel Corp	15,404	$2,150,860
4	AVGO	Broadcom Inc.	5,098	$1,925,769
5	TSM	Taiwan Semiconductor Manufacturing Co Ltd This page	3,382	$1,615,141
6	MRVL	Marvell Technology, Inc.	5,353	$1,594,605
7	MU	Micron Technology Inc	943	$1,088,495
8	QCOM	Qualcomm Inc/De	5,753	$1,063,096

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,615,141	3,382	-71.1%	Shares	Sole	2026-07-28
2026-03-31	$3,960,436	11,719	+1.7%	Shares	Sole	2026-05-13
2025-12-31	$3,502,332	11,525	-1.7%	Shares	Sole	2026-02-12
2025-09-30	$3,275,233	11,727	+14.5%	Shares	Sole	2025-11-13
2025-06-30	$2,319,937	10,243	-1.4%	Shares	Sole	2025-08-13
2025-03-31	$1,724,242	10,387	+82.6%	Shares	Sole	2025-05-15
2024-12-31	$1,123,520	5,689	-5.3%	Shares	Sole	2025-02-13
2024-09-30	$1,043,235	6,007	-0.7%	Shares	Sole	2024-11-14
2024-06-30	$1,051,550	6,050	-4.0%	Shares	Sole	2024-08-15
2024-03-31	$857,523	6,303	-9.6%	Shares	Sole	2024-05-15
2023-12-31	$725,504	6,976	+13.8%	Shares	Sole	2024-02-09
2023-09-30	$532,697	6,130	+14.2%	Shares	Sole	2023-11-08
2023-06-30	$541,940	5,370	+107.9%	Shares	Sole	2023-08-08
2023-03-31	$240,270	2,583	+28.0%	Shares	Sole	2023-05-10
2021-12-31	$242,785	2,018	—	Shares	Sole	2022-01-25
No filing history on record for this holder in this stock.