Ardmore Road Asset Management LP

Position in TSM — Taiwan Semiconductor Manufacturing Co Ltd

CIK 1835730 WESTPORT, CT

Position in TSM

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$53,869,896

+$3,177,396 QoQ

Shares Held

112,800

-24.8% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

3.16%

of 13F equity value

Holder Rank

#472

of 3,554 holders

Holding Since

Mar 2024

8 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Jun 30, 2026

Ardmore Road Asset Management LP holds $192,835,277 across 10 Semiconductors names. TSM ranks #2 (27.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AMD	Advanced Micro Devices Inc	125,000	$72,613,750
2	TSM	Taiwan Semiconductor Manufacturing Co Ltd This page	112,800	$53,869,896
3	QCOM	Qualcomm Inc/De	211,200	$39,027,648
4	SMTC	Semtech Corp	110,000	$17,803,500
5	STM	STMicroelectronics N.V.	60,000	$4,493,400
6	MU	Micron Technology Inc	900	$1,038,861
7	MRVL	Marvell Technology, Inc.	3,400	$1,012,826
8	NVDA	Nvidia Corp	5,000	$1,000,450

8 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$53,869,896	112,800	-24.8%	Shares	Sole	2026-08-14
2026-03-31	$50,692,500	150,000	-4.1%	Shares	Sole	2026-05-15
2025-12-31	$47,508,643	156,335	-21.8%	Shares	Sole	2026-02-17
2025-09-30	$55,858,000	200,000	+81.8%	Shares	Sole	2025-11-13
2025-03-31	$18,260,000	110,000	-21.4%	Shares	Sole	2025-05-15
2024-12-31	$27,648,600	140,000	-6.7%	Shares	Sole	2025-02-12
2024-06-30	$26,071,500	150,000	+50.0%	Shares	Sole	2024-08-14
2024-03-31	$13,605,000	100,000	—	Shares	Sole	2024-05-15
No filing history on record for this holder in this stock.