DEEPWATER ASSET MANAGEMENT, LLC

Position in TSM — Taiwan Semiconductor Manufacturing Co Ltd

CIK 1964171 Minneapolis, MN

Position in TSM

as of Jun 30, 2026 · filed Aug 6, 2026 Compact

Position Value

$1,922,219

+$461,600 QoQ

Shares Held

4,025

-6.9% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.87%

of 13F equity value

Holder Rank

#1,807

of 3,554 holders

Holding Since

Dec 2023

11 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Jun 30, 2026

DEEPWATER ASSET MANAGEMENT, LLC holds $30,162,628 across 6 Semiconductors names. TSM ranks #4 (6.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CRDO	Credo Technology Group Holding Ltd	44,316	$12,051,736
2	MRVL	Marvell Technology, Inc.	23,492	$6,998,031
3	RMBS	Rambus Inc	44,634	$5,924,717
4	TSM	Taiwan Semiconductor Manufacturing Co Ltd This page	4,025	$1,922,219
5	MU	Micron Technology Inc	1,629	$1,880,338
6	AVGO	Broadcom Inc.	3,668	$1,385,587

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,922,219	4,025	-6.9%	Shares	Sole	2026-08-06
2026-03-31	$1,460,619	4,322	-25.5%	Shares	Sole	2026-05-14
2025-12-31	$1,762,865	5,801	-13.2%	Shares	Sole	2026-02-11
2025-09-30	$1,867,053	6,685	-90.8%	Shares	Sole	2025-11-12
2025-06-30	$16,489,830	72,806	-10.8%	Shares	Sole	2025-08-14
2025-03-31	$13,550,912	81,632	-1.1%	Shares	Sole	2025-05-13
2024-12-31	$16,303,589	82,554	0.0%	Shares	Sole	2025-01-24
2024-09-30	$14,337,153	82,554	-2.8%	Shares	Sole	2024-10-24
2024-06-30	$14,760,292	84,922	+597.5%	Shares	Sole	2024-08-13
2024-03-31	$1,656,408	12,175	0.0%	Shares	Sole	2024-04-18
2023-12-31	$1,266,200	12,175	—	Shares	Sole	2024-01-17
No filing history on record for this holder in this stock.