Monolith Management Ltd

Position in TSM — Taiwan Semiconductor Manufacturing Co Ltd

CIK 2008306 HONG KONG, K3

Position in TSM

as of Jun 30, 2026 · filed Aug 10, 2026 Compact

Position Value

$42,241,066

-$7,442,653 QoQ

Shares Held

88,450

-39.8% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

25.46%

of 13F equity value

Holder Rank

#537

of 3,547 holders

Holding Since

Mar 2024

10 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Jun 30, 2026

Monolith Management Ltd holds $75,372,131 across 7 Semiconductors names. TSM ranks #1 (56.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	TSM	Taiwan Semiconductor Manufacturing Co Ltd This page	88,450	$42,241,066
2	MU	Micron Technology Inc	25,240	$29,134,279
3	STM	STMicroelectronics N.V.	14,800	$1,108,372
4	MRVL	Marvell Technology, Inc.	3,600	$1,072,404
5	TSEM	Tower Semiconductor Ltd	3,000	$781,920
6	AMD	Advanced Micro Devices Inc	1,000	$580,910
7	SMTC	Semtech Corp	2,800	$453,180

10 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$42,241,066	88,450	-39.8%	Shares	Sole	2026-08-10
2026-03-31	$49,683,719	147,015	+65.8%	Shares	Sole	2026-05-14
2025-12-31	$26,948,661	88,679	-7.2%	Shares	Sole	2026-02-17
2025-09-30	$26,681,132	95,532	+106.3%	Shares	Sole	2025-11-13
2025-06-30	$10,487,619	46,305	-64.9%	Shares	Sole	2025-08-14
2025-03-31	$21,878,136	131,796	+144.1%	Shares	Sole	2025-05-14
2024-12-31	$10,664,460	54,000	-35.0%	Shares	Sole	2025-02-14
2024-09-30	$14,430,240	83,090	-41.8%	Shares	Sole	2024-11-13
2024-06-30	$24,814,853	142,770	-21.6%	Shares	Sole	2024-08-12
2024-03-31	$24,761,100	182,000	—	Shares	Sole	2024-05-07
No filing history on record for this holder in this stock.