Sunpointe, LLC

Position in TSM — Taiwan Semiconductor Manufacturing Co Ltd

CIK 2012181 ST. LOUIS, MO

Position in TSM

as of Jun 30, 2026 · filed Jul 24, 2026 Compact

Position Value

$3,794,293

+$1,200,189 QoQ

Shares Held

7,945

+3.5% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

1.97%

of 13F equity value

Holder Rank

#1,434

of 3,554 holders

Holding Since

Dec 2023

11 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

Sunpointe, LLC holds $45,363,114 across 11 Semiconductors names. TSM ranks #4 (8.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NVDA	Nvidia Corp	106,176	$21,244,755
2	AVGO	Broadcom Inc.	20,472	$7,733,298
3	MU	Micron Technology Inc	5,257	$6,068,102
4	TSM	Taiwan Semiconductor Manufacturing Co Ltd This page	7,945	$3,794,293
5	MPWR	Monolithic Power Systems, Inc.	1,870	$2,585,013
6	AMD	Advanced Micro Devices Inc	3,673	$2,133,682
7	INTC	Intel Corp	5,151	$719,234
8	ADI	Analog Devices Inc	848	$336,800

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$3,794,293	7,945	+3.5%	Shares	Defined	2026-07-24
2026-03-31	$2,594,104	7,676	-0.7%	Shares	Sole	2026-04-21
2025-12-31	$2,349,677	7,732	+18.8%	Shares	Defined	2026-01-23
2025-09-30	$1,817,060	6,506	-11.3%	Shares	Defined	2025-11-12
2025-06-30	$1,661,077	7,334	-4.0%	Shares	Sole	2025-07-09
2025-03-31	$1,267,576	7,636	+0.5%	Shares	Defined	2025-05-07
2024-12-31	$1,501,121	7,601	+14.5%	Shares	Defined	2025-02-03
2024-09-30	$1,153,342	6,641	-0.8%	Shares	Defined	2024-10-16
2024-06-30	$1,164,005	6,697	+0.4%	Shares	Defined	2024-07-22
2024-03-31	$907,317	6,669	+31.6%	Shares	Defined	2024-04-15
2023-12-31	$526,864	5,066	—	Shares	Defined	2024-02-20
No filing history on record for this holder in this stock.