Aperture Investors, LLC
Position in TSM — Taiwan Semiconductor Manufacturing Co Ltd
CIK 1787596
New York, NY
Position in TSM
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$23,073,316
+$16,636,383 QoQ
Shares Held
48,314
+153.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
2.49%
of 13F equity value
Holder Rank
#716
of 3,554 holders
Holding Since
Mar 2020
24 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, 2026Aperture Investors, LLC holds $150,254,705 across 8 Semiconductors names. TSM ranks #5 (15.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ALGM |
Allegro Microsystems, Inc.
|
443,427 | $30,871,387 | |
| 2 | LSCC |
Lattice Semiconductor Corp
|
177,154 | $27,097,475 | |
| 3 | POWI |
Power Integrations Inc
|
307,841 | $25,784,762 | |
| 4 | SITM |
SITIME Corp
|
33,746 | $25,159,667 | |
| 5 | TSM |
Taiwan Semiconductor Manufacturing Co Ltd
This page
|
48,314 | $23,073,316 | |
| 6 | NVDA |
Nvidia Corp
|
70,860 | $14,178,377 | |
| 7 | MU |
Micron Technology Inc
|
2,325 | $2,683,724 | |
| 8 | GFS |
GLOBALFOUNDRIES Inc.
|
17,061 | $1,405,997 |
All Filings in TSM
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $23,073,316 | 48,314 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $6,436,933 | 19,047 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $5,788,192 | 19,047 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $5,319,636 | 19,047 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $4,313,955 | 19,047 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $13,533,316 | 81,526 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $21,978,069 | 111,287 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $3,202,822 | 18,442 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $1,364,582 | 7,851 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $8,790,054 | 64,609 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $8,177,520 | 78,630 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $6,883,088 | 79,207 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $7,970,964 | 78,983 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $6,749,531 | 72,560 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $5,277,542 | 70,849 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $4,451,326 | 64,926 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $6,268,671 | 76,681 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $7,464,703 | 71,597 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $5,388,203 | 44,786 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $4,251,073 | 38,075 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $4,575,092 | 38,075 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $6,666,497 | 56,362 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $4,151,698 | 38,075 | 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. | ||||||