HUB Investment Partners, LLC
Position in TSM — Taiwan Semiconductor Manufacturing Co Ltd
CIK 1841815
AUSTIN, TX
Position in TSM
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$29,590,237
+$13,098,277 QoQ
Shares Held
61,960
+27.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.84%
of 13F equity value
Holder Rank
#187
of 1,912 holders
Holding Since
Jun 2021
13 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in TSM Over Time
Shares Held
Position Value (USD)
Derivatives in TSM
reported options exposure · as of Jun 30, 2026CallValue
$1,862,523
CallShares
3,900
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, 2026HUB Investment Partners, LLC holds $782,953,785 across 26 Semiconductors names. TSM ranks #5 (3.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NVDA |
Nvidia Corp
|
2,842,639 | $568,783,637 | |
| 2 | AVGO |
Broadcom Inc.
|
154,216 | $58,255,094 | |
| 3 | MU |
Micron Technology Inc
|
38,847 | $44,840,703 | |
| 4 | AMD |
Advanced Micro Devices Inc
|
57,926 | $33,649,792 | |
| 5 | TSM |
Taiwan Semiconductor Manufacturing Co Ltd
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|
61,960 | $29,590,237 | |
| 6 | INTC |
Intel Corp
|
69,505 | $9,704,983 | |
| 7 | MRVL |
Marvell Technology, Inc.
|
30,799 | $9,174,714 | |
| 8 | QCOM |
Qualcomm Inc/De
|
45,241 | $8,360,084 |
All Filings in TSM
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,862,523 | 3,900 | Call | Sole | 2026-07-31 | |
| 2026-06-30 | $29,590,237 | 61,960 | Shares | Sole | 2026-07-31 | |
| 2026-03-31 | $16,491,960 | 48,800 | Shares | Sole | 2026-05-15 | |
| 2026-03-31 | $4,832,685 | 14,300 | Call | Sole | 2026-05-15 | |
| 2025-12-31 | $3,950,570 | 13,000 | Call | Sole | 2026-02-17 | |
| 2025-12-31 | $12,556,430 | 41,319 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $6,423,670 | 23,000 | Call | Sole | 2025-11-12 | |
| 2025-09-30 | $11,073,289 | 39,648 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $679,470 | 3,000 | Call | Sole | 2025-08-14 | |
| 2025-06-30 | $5,835,514 | 25,765 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $481,400 | 2,900 | Call | Sole | 2025-05-15 | |
| 2025-03-31 | $4,060,194 | 24,459 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $3,814,321 | 19,314 | Shares | Sole | 2025-02-11 | |
| 2024-12-31 | $355,482 | 1,800 | Call | Sole | 2025-02-11 | |
| 2024-09-30 | $3,221,404 | 18,549 | Shares | Sole | 2024-11-14 | |
| 2024-09-30 | $468,909 | 2,700 | Call | Sole | 2024-11-14 | |
| 2024-06-30 | $243,334 | 1,400 | Call | Sole | 2024-08-09 | |
| 2024-06-30 | $2,420,825 | 13,928 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $1,821,981 | 13,392 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $1,376,960 | 13,240 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $264,871 | 3,048 | Shares | Sole | 2023-11-14 | |
| 2021-06-30 | $231,788 | 1,929 | Shares | Sole | 2021-08-13 | |
| No filing history on record for this holder in this stock. | ||||||