Albar Capital Partners LLP
Position in TSM — Taiwan Semiconductor Manufacturing Co Ltd
CIK 2034565
LONDON, X0
Position in TSM
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$77,163,850
+$2,572,878 QoQ
Shares Held
161,576
-26.8% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
10.10%
of 13F equity value
Holder Rank
#396
of 3,554 holders
Holding Since
Dec 2024
7 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, 2026Albar Capital Partners LLP holds $127,026,963 across 7 Semiconductors names. TSM ranks #1 (60.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TSM |
Taiwan Semiconductor Manufacturing Co Ltd
This page
|
161,576 | $77,163,850 | |
| 2 | ADI |
Analog Devices Inc
|
46,694 | $18,545,455 | |
| 3 | NVDA |
Nvidia Corp
|
64,892 | $12,984,240 | |
| 4 | INTC |
Intel Corp
|
48,962 | $6,836,564 | |
| 5 | SMTC |
Semtech Corp
|
29,224 | $4,729,904 | |
| 6 | STM |
STMicroelectronics N.V.
|
53,467 | $4,004,143 | |
| 7 | AMD |
Advanced Micro Devices Inc
|
4,756 | $2,762,807 |
All Filings in TSM
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $77,163,850 | 161,576 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $74,590,972 | 220,716 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $44,343,021 | 145,918 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $48,823,522 | 174,813 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $75,537,132 | 333,512 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $9,508,646 | 57,281 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $65,749,950 | 332,928 | Shares | Sole | 2025-02-14 | |
| No filing history on record for this holder in this stock. | ||||||