Delta Investment Management, LLC
Position in TSM — Taiwan Semiconductor Manufacturing Co Ltd
CIK 1757043
SAN FRANCISCO, CA
Position in TSM
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$3,142,888
-$2,986,511 QoQ
Shares Held
6,581
-63.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.80%
of 13F equity value
Holder Rank
#1,539
of 3,554 holders
Holding Since
Jun 2024
9 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in TSM Over Time
Shares Held
Position Value (USD)
Position in Semiconductors
Technology · as of Jun 30, 2026Delta Investment Management, LLC holds $18,930,950 across 12 Semiconductors names. TSM ranks #2 (16.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NVDA |
Nvidia Corp
|
38,433 | $7,690,058 | |
| 2 | TSM |
Taiwan Semiconductor Manufacturing Co Ltd
This page
|
6,581 | $3,142,888 | |
| 3 | AVGO |
Broadcom Inc.
|
7,625 | $2,880,343 | |
| 4 | ALAB |
Astera Labs, Inc.
|
2,770 | $1,337,965 | |
| 5 | MU |
Micron Technology Inc
|
666 | $768,757 | |
| 6 | TXN |
Texas Instruments Inc
|
2,402 | $715,964 | |
| 7 | ADI |
Analog Devices Inc
|
1,416 | $562,392 | |
| 8 | INTC |
Intel Corp
|
3,585 | $500,573 |
All Filings in TSM
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,142,888 | 6,581 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $6,129,399 | 18,137 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $5,786,369 | 19,041 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $6,058,358 | 21,692 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $5,551,722 | 24,512 | Shares | Sole | 2025-08-01 | |
| 2025-03-31 | $1,096,098 | 6,603 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $434,675 | 2,201 | Shares | Sole | 2025-02-18 | |
| 2024-09-30 | $379,468 | 2,185 | Shares | Sole | 2024-11-15 | |
| 2024-06-30 | $379,079 | 2,181 | Shares | Sole | 2024-08-14 | |
| No filing history on record for this holder in this stock. | ||||||