Analog Century Management LP
Position in TSM — Taiwan Semiconductor Manufacturing Co Ltd
CIK 1753384
NEW YORK, NY
Position in TSM
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$141,593,296
+$39,233,311 QoQ
Shares Held
296,487
-2.1% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
4.93%
of 13F equity value
Holder Rank
#286
of 3,571 holders
Holding Since
Dec 2022
15 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, 2026Analog Century Management LP holds $1,258,411,383 across 11 Semiconductors names. TSM ranks #1 (11.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TSM |
Taiwan Semiconductor Manufacturing Co Ltd
This page
|
296,487 | $141,593,296 | |
| 2 | MU |
Micron Technology Inc
|
119,129 | $137,509,413 | |
| 3 | NVDA |
Nvidia Corp
|
677,694 | $135,599,792 | |
| 4 | ALAB |
Astera Labs, Inc.
|
253,619 | $122,503,049 | |
| 5 | SIMO |
Silicon Motion Technology CORP
|
362,502 | $120,832,791 | |
| 6 | ADI |
Analog Devices Inc
|
287,443 | $114,163,736 | |
| 7 | MTSI |
MACOM Technology Solutions Holdings, Inc.
|
296,293 | $112,700,968 | |
| 8 | MRVL |
Marvell Technology, Inc.
|
349,599 | $104,142,046 |
All Filings in TSM
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $141,593,296 | 296,487 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $102,359,985 | 302,885 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $119,744,207 | 394,038 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $113,215,228 | 405,368 | Shares | Sole | 2025-11-17 | |
| 2025-06-30 | $130,844,858 | 577,707 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $87,889,862 | 529,457 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $100,100,373 | 506,863 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $85,693,640 | 493,428 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $68,666,247 | 395,065 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $42,151,827 | 309,826 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $24,172,096 | 232,424 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $17,890,189 | 205,871 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $19,256,444 | 190,809 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $18,971,429 | 203,950 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $11,609,266 | 155,850 | Shares | Sole | 2023-02-06 | |
| No filing history on record for this holder in this stock. | ||||||