Aperture Investors, LLC

Position in TSM — Taiwan Semiconductor Manufacturing Co Ltd

CIK 1787596 New York, NY

Position in TSM

as of Mar 31, 2026 · filed May 15, 2026 Compact

Position Value

$6,436,933

+$648,741 QoQ

Shares Held

19,047

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.85%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

22 quarters on record

Voting authority Sole 100.ToString("F0")% Shared 0.ToString("F0")% None 0.ToString("F0")%

Technology · as of Mar 31, 2026

Aperture Investors, LLC holds $73,097,927 across 5 Semiconductors names. TSM ranks #4 (8.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SITM	SITIME Corp	87,781	$30,315,168
2	ALGM	Allegro Microsystems, Inc.	709,674	$22,376,021
3	NVDA	Nvidia Corp	67,546	$11,780,022
4	TSM	Taiwan Semiconductor Manufacturing Co Ltd This page	19,047	$6,436,933
5	AVGO	Broadcom Inc.	7,075	$2,189,783

22 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$6,436,933	19,047	0.0%	Shares	Sole	2026-05-15
2025-12-31	$5,788,192	19,047	0.0%	Shares	Sole	2026-02-17
2025-09-30	$5,319,636	19,047	0.0%	Shares	Sole	2025-11-14
2025-06-30	$4,313,955	19,047	-76.6%	Shares	Sole	2025-08-14
2025-03-31	$13,533,316	81,526	-26.7%	Shares	Defined	2025-05-15
2024-12-31	$21,978,069	111,287	+503.4%	Shares	Sole	2025-02-14
2024-09-30	$3,202,822	18,442	+134.9%	Shares	Sole	2024-11-14
2024-06-30	$1,364,582	7,851	-87.8%	Shares	Sole	2024-08-14
2024-03-31	$8,790,054	64,609	-17.8%	Shares	Sole	2024-05-15
2023-12-31	$8,177,520	78,630	-0.7%	Shares	Sole	2024-02-14
2023-09-30	$6,883,088	79,207	+0.3%	Shares	Sole	2023-11-14
2023-06-30	$7,970,964	78,983	+8.9%	Shares	Sole	2023-08-14
2023-03-31	$6,749,531	72,560	+2.4%	Shares	Sole	2023-05-15
2022-12-31	$5,277,542	70,849	+9.1%	Shares	Sole	2023-02-14
2022-09-30	$4,451,326	64,926	-15.3%	Shares	Sole	2022-11-14
2022-06-30	$6,268,671	76,681	+7.1%	Shares	Sole	2022-08-15
2022-03-31	$7,464,703	71,597	+59.9%	Shares	Sole	2022-05-16
2021-12-31	$5,388,203	44,786	+17.6%	Shares	Defined	2022-02-14
2021-09-30	$4,251,073	38,075	0.0%	Shares	Sole	2021-11-15
2021-06-30	$4,575,092	38,075	0.0%	Shares	Sole	2021-08-16
2020-12-31	$4,151,698	38,075	+93.9%	Shares	Sole	2021-02-11
2020-03-31	$938,356	19,635	—	Shares	Sole	2020-05-04
No filing history on record for this holder in this stock.