Portside Wealth Group, LLC
Position in TSM — Taiwan Semiconductor Manufacturing Co Ltd
CIK 1978608
Provo, UT
Position in TSM
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$2,449,933
+$847,376 QoQ
Shares Held
5,130
+8.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.43%
of 13F equity value
Holder Rank
#1,670
of 3,547 holders
Holding Since
Mar 2024
10 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in TSM Over Time
Shares Held
Position Value (USD)
Derivatives in TSM
reported options exposure · as of Sep 30, 2024CallValue
$34,734
CallShares
200
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Semiconductors
Technology · as of Jun 30, 2026Portside Wealth Group, LLC holds $55,402,485 across 17 Semiconductors names. TSM ranks #4 (4.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NVDA |
Nvidia Corp
|
137,669 | $27,546,189 | |
| 2 | AVGO |
Broadcom Inc.
|
22,822 | $8,621,010 | |
| 3 | MU |
Micron Technology Inc
|
4,955 | $5,719,506 | |
| 4 | TSM |
Taiwan Semiconductor Manufacturing Co Ltd
This page
|
5,130 | $2,449,933 | |
| 5 | AMD |
Advanced Micro Devices Inc
|
3,832 | $2,226,047 | |
| 6 | TXN |
Texas Instruments Inc
|
5,663 | $1,687,970 | |
| 7 | QCOM |
Qualcomm Inc/De
|
6,564 | $1,212,961 | |
| 8 | INTC |
Intel Corp
|
8,096 | $1,130,444 |
All Filings in TSM
Export CSV
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,449,933 | 5,130 | Shares | Sole | 2026-07-14 | |
| 2026-03-31 | $1,602,557 | 4,742 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $1,286,061 | 4,232 | Shares | Other | 2026-01-21 | |
| 2025-09-30 | $776,425 | 2,780 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $613,334 | 2,708 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $608,888 | 3,668 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $671,663 | 3,401 | Shares | Other | 2025-04-14 | |
| 2024-09-30 | $568,247 | 3,272 | Shares | Sole | 2024-10-31 | |
| 2024-09-30 | $34,734 | 200 | Call | Other | 2024-10-31 | |
| 2024-06-30 | $552,889 | 3,181 | Shares | Other | 2024-07-18 | |
| 2024-06-30 | $34,762 | 200 | Call | Other | 2024-07-18 | |
| 2024-03-31 | $27,210 | 200 | Call | Other | 2024-04-17 | |
| 2024-03-31 | $343,934 | 2,528 | Shares | Other | 2024-04-17 | |
| No filing history on record for this holder in this stock. | ||||||