Avala Global LP

Position in TSM — Taiwan Semiconductor Manufacturing Co Ltd

CIK 1948899 NEW YORK, NY

Position in TSM

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$119,755,453

-$20,953,409 QoQ

Shares Held

250,760

-39.8% QoQ

Ownership

0.005%

of shares outstanding

% of Portfolio

4.42%

of 13F equity value

Holder Rank

#314

of 3,584 holders

Holding Since

Mar 2023

12 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Jun 30, 2026

Avala Global LP holds $354,349,154 across 5 Semiconductors names. TSM ranks #1 (33.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	TSM	Taiwan Semiconductor Manufacturing Co Ltd This page	250,760	$119,755,453
2	NVDA	Nvidia Corp	517,500	$103,546,575
3	AMD	Advanced Micro Devices Inc	118,500	$68,837,835
4	INTC	Intel Corp	275,700	$38,495,991
5	CBRS	Cerebras Systems Inc.	107,300	$23,713,300

12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$119,755,453	250,760	-39.8%	Shares	Sole	2026-08-14
2026-03-31	$140,708,862	416,360	+5.3%	Shares	Sole	2026-05-15
2025-12-31	$120,157,802	395,399	0.0%	Shares	Sole	2026-02-17
2025-09-30	$110,430,986	395,399	-18.7%	Shares	Sole	2025-11-14
2025-06-30	$110,141,860	486,299	-8.8%	Shares	Sole	2025-08-14
2025-03-31	$88,525,144	533,284	+11.5%	Shares	Sole	2025-05-15
2024-12-31	$94,456,307	478,284	+22.3%	Shares	Sole	2025-02-14
2024-09-30	$67,936,925	391,184	-15.6%	Shares	Sole	2024-11-14
2024-06-30	$80,595,697	463,700	+5.8%	Shares	Sole	2024-08-14
2024-03-31	$59,630,715	438,300	+48.3%	Shares	Sole	2024-05-15
2023-06-30	$29,821,860	295,500	-45.8%	Shares	Sole	2023-08-14
2023-03-31	$50,761,014	545,700	—	Shares	Sole	2023-05-15
No filing history on record for this holder in this stock.