Knollwood Investment Advisory, LLC

Position in TSM — Taiwan Semiconductor Manufacturing Co Ltd

CIK 1999346 HUNT VALLEY, MD

Position in TSM

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

Position Value

$9,345,089

+$3,133,568 QoQ

Shares Held

19,568

+6.5% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.87%

of 13F equity value

Holder Rank

#1,056

of 3,554 holders

Holding Since

Dec 2022

14 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

Knollwood Investment Advisory, LLC holds $198,518,165 across 15 Semiconductors names. TSM ranks #4 (4.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NVDA	Nvidia Corp	476,023	$95,247,442
2	AMD	Advanced Micro Devices Inc	62,522	$36,319,655
3	AVGO	Broadcom Inc.	68,063	$25,710,798
4	TSM	Taiwan Semiconductor Manufacturing Co Ltd This page	19,568	$9,345,089
5	MPWR	Monolithic Power Systems, Inc.	5,685	$7,858,716
6	INTC	Intel Corp	44,748	$6,248,163
7	MU	Micron Technology Inc	4,204	$4,852,635
8	CBRS	Cerebras Systems Inc.	20,706	$4,576,026

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$9,345,089	19,568	+6.5%	Shares	Sole	2026-08-13
2026-03-31	$6,211,521	18,380	0.0%	Shares	Sole	2026-05-14
2025-12-31	$5,585,498	18,380	+24.9%	Shares	Sole	2026-02-13
2025-09-30	$4,110,031	14,716	-0.7%	Shares	Sole	2025-11-14
2025-06-30	$3,356,128	14,818	0.0%	Shares	Sole	2025-08-13
2025-03-31	$2,459,788	14,818	+12.1%	Shares	Sole	2025-05-14
2024-12-31	$2,610,422	13,218	+47.4%	Shares	Sole	2025-02-14
2024-09-30	$1,557,472	8,968	0.0%	Shares	Sole	2024-11-14
2024-06-30	$1,558,728	8,968	+27.7%	Shares	Sole	2024-08-14
2024-03-31	$955,071	7,020	0.0%	Shares	Sole	2024-05-14
2023-12-31	$730,080	7,020	-36.1%	Shares	Sole	2024-02-13
2023-06-30	$1,109,110	10,990	0.0%	Shares	Sole	2023-11-14
2023-03-31	$1,022,289	10,990	0.0%	Shares	Sole	2023-11-14
2022-12-31	$818,645	10,990	—	Shares	Sole	2023-11-14
No filing history on record for this holder in this stock.