Barrier Capital Management, LLC
Position in TSM — Taiwan Semiconductor Manufacturing Co Ltd
CIK 1909089
SAN FRANCISCO, CA
Position in TSM
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$5,298,161
+$1,711,160 QoQ
Shares Held
11,094
+4.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
3.87%
of 13F equity value
Holder Rank
#1,275
of 3,554 holders
Holding Since
Dec 2022
6 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, 2026Barrier Capital Management, LLC holds $36,426,593 across 6 Semiconductors names. TSM ranks #3 (14.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NVDA |
Nvidia Corp
|
58,104 | $11,626,029 | |
| 2 | INTC |
Intel Corp
|
69,444 | $9,696,465 | |
| 3 | TSM |
Taiwan Semiconductor Manufacturing Co Ltd
This page
|
11,094 | $5,298,161 | |
| 4 | AMD |
Advanced Micro Devices Inc
|
8,568 | $4,977,236 | |
| 5 | MU |
Micron Technology Inc
|
2,100 | $2,424,009 | |
| 6 | ARM |
Arm Holdings PLC /Uk
|
6,782 | $2,404,693 |
All Filings in TSM
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,298,161 | 11,094 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $3,587,001 | 10,614 | Shares | Sole | 2026-05-15 | |
| 2023-09-30 | $2,727,791 | 31,390 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $8,727,965 | 86,484 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $9,252,141 | 99,464 | Shares | Sole | 2023-08-02 | |
| 2022-12-31 | $6,066,018 | 81,434 | Shares | Sole | 2023-02-13 | |
| No filing history on record for this holder in this stock. | ||||||