Position in TSM
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$935,559
+$172,955 QoQ
Shares Held
1,959
-57.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.71%
of 13F equity value
Holder Rank
#2,259
of 3,554 holders
Holding Since
Mar 2024
6 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in TSM Over Time
Shares Held
Position Value (USD)
Position in Semiconductors
Technology · as of Jun 30, 2026LHM, INC. holds $38,157,055 across 5 Semiconductors names. TSM ranks #5 (2.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MRVL |
Marvell Technology, Inc.
|
44,680 | $13,309,725 | |
| 2 | TXN |
Texas Instruments Inc
|
30,665 | $9,140,316 | |
| 3 | MCHP |
Microchip Technology Inc
|
91,665 | $8,359,848 | |
| 4 | ALAB |
Astera Labs, Inc.
|
13,274 | $6,411,607 | |
| 5 | TSM |
Taiwan Semiconductor Manufacturing Co Ltd
This page
|
1,959 | $935,559 |
All Filings in TSM
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $935,559 | 1,959 | Shares | Sole | 2026-08-12 | |
| 2025-03-31 | $762,604 | 4,594 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $1,406,523 | 7,122 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $2,473,929 | 14,245 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $2,475,923 | 14,245 | Shares | Sole | 2024-08-22 | |
| 2024-03-31 | $1,938,032 | 14,245 | Shares | Sole | 2024-04-24 | |
| No filing history on record for this holder in this stock. | ||||||