Strategic Blueprint, LLC
Position in TSM — Taiwan Semiconductor Manufacturing Co Ltd
CIK 1767821
ATLANTA, GA
Position in TSM
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$2,357,763
+$810,628 QoQ
Shares Held
4,937
+7.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.45%
of 13F equity value
Holder Rank
#1,695
of 3,554 holders
Holding Since
Sep 2020
14 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in TSM Over Time
Shares Held
Position Value (USD)
Derivatives in TSM
reported options exposure · as of Sep 30, 2025CallValue
$139,645
CallShares
500
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Semiconductors
Technology · as of Jun 30, 2026Strategic Blueprint, LLC holds $79,596,289 across 13 Semiconductors names. TSM ranks #5 (3.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NVDA |
Nvidia Corp
|
229,352 | $45,891,041 | |
| 2 | AMD |
Advanced Micro Devices Inc
|
23,126 | $13,434,124 | |
| 3 | AVGO |
Broadcom Inc.
|
15,288 | $5,775,042 | |
| 4 | MU |
Micron Technology Inc
|
4,546 | $5,247,402 | |
| 5 | TSM |
Taiwan Semiconductor Manufacturing Co Ltd
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|
4,937 | $2,357,763 | |
| 6 | ALAB |
Astera Labs, Inc.
|
3,899 | $1,883,294 | |
| 7 | ARM |
Arm Holdings PLC /Uk
|
3,782 | $1,340,983 | |
| 8 | TXN |
Texas Instruments Inc
|
4,437 | $1,322,536 |
All Filings in TSM
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,357,763 | 4,937 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $1,547,135 | 4,578 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $1,356,261 | 4,463 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $1,096,213 | 3,925 | Shares | Sole | 2025-10-23 | |
| 2025-09-30 | $139,645 | 500 | Call | Sole | 2025-10-23 | |
| 2025-06-30 | $756,023 | 3,338 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $525,556 | 3,166 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $450,672 | 2,282 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $378,253 | 2,178 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $405,672 | 2,334 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $264,073 | 1,941 | Shares | Sole | 2024-04-23 | |
| 2021-06-30 | $44,459 | 370 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $2,442,363 | 20,649 | Shares | Sole | 2021-05-10 | |
| 2020-12-31 | $2,246,442 | 20,602 | Shares | Sole | 2021-01-26 | |
| 2020-09-30 | $1,785,891 | 22,029 | Shares | Sole | 2020-10-27 | |
| No filing history on record for this holder in this stock. | ||||||