Sivia Capital Partners, LLC

Position in TSM — Taiwan Semiconductor Manufacturing Co Ltd

CIK 2012032 Mill Valley, CA

Position in TSM

as of Jun 30, 2026 · filed Jul 23, 2026 Compact

Position Value

$2,526,345

+$738,590 QoQ

Shares Held

5,290

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.34%

of 13F equity value

Holder Rank

#1,646

of 3,547 holders

Holding Since

Dec 2023

11 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

Sivia Capital Partners, LLC holds $70,846,576 across 14 Semiconductors names. TSM ranks #6 (3.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NVDA	Nvidia Corp	145,227	$29,058,470
2	MU	Micron Technology Inc	14,845	$17,135,435
3	AVGO	Broadcom Inc.	26,632	$10,060,238
4	INTC	Intel Corp	26,007	$3,631,357
5	AMD	Advanced Micro Devices Inc	4,805	$2,791,272
6	TSM	Taiwan Semiconductor Manufacturing Co Ltd This page	5,290	$2,526,345
7	QCOM	Qualcomm Inc/De	10,693	$1,975,959
8	SWKS	Skyworks Solutions, Inc.	12,289	$833,194

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,526,345	5,290	0.0%	Shares	Sole	2026-07-23
2026-03-31	$1,787,755	5,290	-31.1%	Shares	Sole	2026-05-13
2025-12-31	$2,333,875	7,680	-1.3%	Shares	Sole	2026-02-10
2025-09-30	$2,173,993	7,784	-2.4%	Shares	Sole	2025-10-20
2025-06-30	$1,805,578	7,972	-25.6%	Shares	Sole	2025-09-24
2025-03-31	$1,779,852	10,722	-4.5%	Shares	Sole	2025-04-14
2024-12-31	$2,218,010	11,231	-4.0%	Shares	Sole	2025-01-13
2024-09-30	$2,032,633	11,704	+5.8%	Shares	Sole	2024-10-11
2024-06-30	$1,922,686	11,062	+4.9%	Shares	Sole	2024-08-05
2024-03-31	$1,434,919	10,547	-2.5%	Shares	Sole	2024-04-19
2023-12-31	$1,124,656	10,814	—	Shares	Sole	2024-03-13
No filing history on record for this holder in this stock.