SELDON CAPITAL LP
Position in TSM — Taiwan Semiconductor Manufacturing Co Ltd
CIK 1867731
SAN FRANCISCO, CA
Position in TSM
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$1,825,750
+$533,768 QoQ
Shares Held
3,823
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.70%
of 13F equity value
Holder Rank
#1,831
of 3,554 holders
Holding Since
Dec 2021
19 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, 2026SELDON CAPITAL LP holds $42,142,972 across 8 Semiconductors names. TSM ranks #4 (4.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | INTC |
Intel Corp
|
226,071 | $31,566,293 | |
| 2 | NVDA |
Nvidia Corp
|
17,840 | $3,569,605 | |
| 3 | STM |
STMicroelectronics N.V.
|
44,965 | $3,367,428 | |
| 4 | TSM |
Taiwan Semiconductor Manufacturing Co Ltd
This page
|
3,823 | $1,825,750 | |
| 5 | AVGO |
Broadcom Inc.
|
1,920 | $725,280 | |
| 6 | AMD |
Advanced Micro Devices Inc
|
841 | $488,545 | |
| 7 | MRVL |
Marvell Technology, Inc.
|
1,342 | $399,768 | |
| 8 | TXN |
Texas Instruments Inc
|
672 | $200,303 |
All Filings in TSM
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,825,750 | 3,823 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $1,291,982 | 3,823 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $1,161,771 | 3,823 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $1,067,725 | 3,823 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $865,871 | 3,823 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $634,618 | 3,823 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $755,004 | 3,823 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $663,940 | 3,823 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $664,475 | 3,823 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $520,119 | 3,823 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $397,592 | 3,823 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $332,218 | 3,823 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $385,817 | 3,823 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $355,615 | 3,823 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $284,775 | 3,823 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $262,104 | 3,823 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $312,530 | 3,823 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $398,585 | 3,823 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $459,945 | 3,823 | Shares | Sole | 2022-02-11 | |
| No filing history on record for this holder in this stock. | ||||||