Balboa Wealth Partners
Position in TSM — Taiwan Semiconductor Manufacturing Co Ltd
CIK 1929008
SCOTTSDALE, AZ
Position in TSM
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$12,226,747
+$3,085,200 QoQ
Shares Held
25,602
-5.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
2.33%
of 13F equity value
Holder Rank
#936
of 3,554 holders
Holding Since
Sep 2022
16 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, 2026Balboa Wealth Partners holds $134,909,303 across 13 Semiconductors names. TSM ranks #4 (9.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NVDA |
Nvidia Corp
|
249,510 | $49,924,455 | |
| 2 | AMD |
Advanced Micro Devices Inc
|
68,284 | $39,666,858 | |
| 3 | MU |
Micron Technology Inc
|
13,707 | $15,821,853 | |
| 4 | TSM |
Taiwan Semiconductor Manufacturing Co Ltd
This page
|
25,602 | $12,226,747 | |
| 5 | AVGO |
Broadcom Inc.
|
23,448 | $8,857,482 | |
| 6 | INTC |
Intel Corp
|
18,380 | $2,566,399 | |
| 7 | MRVL |
Marvell Technology, Inc.
|
8,580 | $2,555,896 | |
| 8 | ARM |
Arm Holdings PLC /Uk
|
2,960 | $1,049,527 |
All Filings in TSM
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $12,226,747 | 25,602 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $9,141,547 | 27,050 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $9,069,293 | 29,844 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $8,685,639 | 31,099 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $6,901,603 | 30,472 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $5,395,498 | 32,503 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $5,968,147 | 30,220 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $5,064,738 | 29,163 | Shares | Sole | 2024-11-06 | |
| 2024-06-30 | $4,942,113 | 28,434 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $4,232,651 | 31,111 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $3,354,624 | 32,256 | Shares | Defined | 2024-02-09 | |
| 2023-09-30 | $2,799,049 | 32,210 | Shares | Defined | 2023-10-23 | |
| 2023-06-30 | $3,282,120 | 32,522 | Shares | Defined | 2023-08-08 | |
| 2023-03-31 | $3,052,544 | 32,816 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $2,813,263 | 37,767 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $2,532,057 | 36,932 | Shares | Sole | 2023-01-04 | |
| No filing history on record for this holder in this stock. | ||||||