Tradewinds, LLC.
Position in TSM — Taiwan Semiconductor Manufacturing Co Ltd
CIK 1932342
RALEIGH, NC
Position in TSM
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$1,342,926
+$1,100,278 QoQ
Shares Held
2,812
+291.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.77%
of 13F equity value
Holder Rank
#2,030
of 3,554 holders
Holding Since
Jun 2024
8 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, 2026Tradewinds, LLC. holds $6,602,879 across 6 Semiconductors names. TSM ranks #3 (20.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AVGO |
Broadcom Inc.
|
6,010 | $2,270,277 | |
| 2 | MU |
Micron Technology Inc
|
1,361 | $1,570,988 | |
| 3 | TSM |
Taiwan Semiconductor Manufacturing Co Ltd
This page
|
2,812 | $1,342,926 | |
| 4 | AMD |
Advanced Micro Devices Inc
|
1,530 | $888,792 | |
| 5 | LSCC |
Lattice Semiconductor Corp
|
2,372 | $362,821 | |
| 6 | NVDA |
Nvidia Corp
|
835 | $167,075 |
All Filings in TSM
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,342,926 | 2,812 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $242,648 | 718 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $244,935 | 806 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $225,107 | 806 | Shares | Sole | 2025-10-29 | |
| 2025-03-31 | $227,752 | 1,372 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $427,763 | 2,166 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $371,480 | 2,139 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $231,862 | 1,334 | Shares | Sole | 2024-08-14 | |
| No filing history on record for this holder in this stock. | ||||||