Analog Century Management LP
Position in TSM — Taiwan Semiconductor Manufacturing Co Ltd
CIK 1753384
NEW YORK, NY
Position in TSM
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$102,359,985
-$17,384,222 QoQ
Shares Held
302,885
-23.1% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
4.89%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2022
14 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in TSM Over Time
Shares Held
Position Value (USD)
Position in Semiconductors
Technology · as of Mar 31, 2026Analog Century Management LP holds $908,349,934 across 11 Semiconductors names. TSM ranks #4 (11.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NVDA |
Nvidia Corp
|
750,125 | $130,821,800 | |
| 2 | AVGO |
Broadcom Inc.
|
354,061 | $109,585,420 | |
| 3 | ARM |
Arm Holdings PLC /Uk
|
691,364 | $104,589,545 | |
| 4 | TSM |
Taiwan Semiconductor Manufacturing Co Ltd
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|
302,885 | $102,359,985 | |
| 5 | MTSI |
MACOM Technology Solutions Holdings, Inc.
|
436,346 | $96,899,356 | |
| 6 | TSEM |
Tower Semiconductor Ltd
|
463,022 | $81,251,100 | |
| 7 | STM |
STMicroelectronics N.V.
|
2,334,005 | $80,639,872 | |
| 8 | SIMO |
Silicon Motion Technology CORP
|
538,748 | $60,496,012 |
All Filings in TSM
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14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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. | ||||||