Connective Portfolio Management, LLC
Position in TSM — Taiwan Semiconductor Manufacturing Co Ltd
CIK 1905083
NEW YORK, NY
Position in TSM
as of Jun 30, 2026
· filed Jul 7, 2026
Position Value
$2,435,607
+$1,522,103 QoQ
Shares Held
5,100
-3.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
4.46%
of 13F equity value
Holder Rank
#1,672
of 3,547 holders
Holding Since
Dec 2022
5 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, 2026Connective Portfolio Management, LLC holds $10,844,154 across 7 Semiconductors names. TSM ranks #1 (22.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TSM |
Taiwan Semiconductor Manufacturing Co Ltd
This page
|
5,100 | $2,435,607 | |
| 2 | NVDA |
Nvidia Corp
|
11,475 | $2,296,032 | |
| 3 | AVGO |
Broadcom Inc.
|
4,295 | $1,622,436 | |
| 4 | SIMO |
Silicon Motion Technology CORP
|
3,766 | $1,255,320 | |
| 5 | MRVL |
Marvell Technology, Inc.
|
4,000 | $1,191,560 | |
| 6 | MU |
Micron Technology Inc
|
910 | $1,050,403 | |
| 7 | ARM |
Arm Holdings PLC /Uk
|
2,800 | $992,796 |
All Filings in TSM
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,435,607 | 5,100 | Shares | Sole | 2026-07-07 | |
| 2024-09-30 | $913,504 | 5,260 | Shares | Sole | 2024-10-08 | |
| 2024-06-30 | $2,217,815 | 12,760 | Shares | Sole | 2024-07-30 | |
| 2023-06-30 | $974,887 | 9,660 | Shares | Sole | 2023-07-17 | |
| 2022-12-31 | $1,017,533 | 13,660 | Shares | Sole | 2023-01-25 | |
| No filing history on record for this holder in this stock. | ||||||