Rivermont Capital Management LP

Position in TSM — Taiwan Semiconductor Manufacturing Co Ltd

CIK 1965613 NEW YORK, NY

Position in TSM

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$33,298,568

New position

Shares Held

69,725

first reported quarter

Ownership

0.001%

of shares outstanding

% of Portfolio

4.72%

of 13F equity value

Holder Rank

#600

of 3,554 holders

Holding Since

Jun 2026

1 quarter on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Jun 30, 2026

Rivermont Capital Management LP holds $84,337,129 across 3 Semiconductors names. TSM ranks #1 (39.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	TSM	Taiwan Semiconductor Manufacturing Co Ltd This page	69,725	$33,298,568
2	VSH	Vishay Intertechnology Inc	558,209	$30,020,480
3	SITM	SITIME Corp	28,191	$21,018,081

1 filing row on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$33,298,568	69,725	—	Shares	Sole	2026-08-13
No filing history on record for this holder in this stock.