Gunderson Capital Management LLC
Position in TSM — Taiwan Semiconductor Manufacturing Co Ltd
CIK 1792397
Mt. Pleasant, SC
Position in TSM
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$17,268,453
+$5,261,766 QoQ
Shares Held
36,159
+1.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
4.88%
of 13F equity value
Holder Rank
#820
of 3,554 holders
Holding Since
Mar 2020
12 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, 2026Gunderson Capital Management LLC holds $125,205,737 across 10 Semiconductors names. TSM ranks #4 (13.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMD |
Advanced Micro Devices Inc
|
43,600 | $25,327,676 | |
| 2 | MU |
Micron Technology Inc
|
17,982 | $20,756,442 | |
| 3 | MRVL |
Marvell Technology, Inc.
|
59,049 | $17,590,106 | |
| 4 | TSM |
Taiwan Semiconductor Manufacturing Co Ltd
This page
|
36,159 | $17,268,453 | |
| 5 | NVDA |
Nvidia Corp
|
69,679 | $13,942,071 | |
| 6 | AVGO |
Broadcom Inc.
|
23,153 | $8,746,045 | |
| 7 | ARM |
Arm Holdings PLC /Uk
|
23,028 | $8,165,037 | |
| 8 | TSEM |
Tower Semiconductor Ltd
|
26,270 | $6,847,012 |
All Filings in TSM
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $17,268,453 | 36,159 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $12,006,687 | 35,528 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $10,337,122 | 34,016 | Shares | Sole | 2026-01-15 | |
| 2025-09-30 | $9,326,610 | 33,394 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $7,250,171 | 32,011 | Shares | Sole | 2025-07-24 | |
| 2023-09-30 | $5,198,966 | 59,827 | Shares | Sole | 2023-10-10 | |
| 2023-06-30 | $6,329,601 | 62,719 | Shares | Sole | 2023-07-10 | |
| 2023-03-31 | $6,390,939 | 68,705 | Shares | Sole | 2023-04-12 | |
| 2020-12-31 | $6,789,048 | 62,262 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $1,203,322 | 14,843 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $799,435 | 14,082 | Shares | Sole | 2020-08-10 | |
| 2020-03-31 | $488,509 | 10,222 | Shares | Sole | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||