Kera Capital Partners, Inc.
Position in TSM — Taiwan Semiconductor Manufacturing Co Ltd
CIK 2040353
SACRAMENTO, CA
Position in TSM
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$4,018,273
+$3,678,634 QoQ
Shares Held
8,414
+737.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.48%
of 13F equity value
Holder Rank
#1,406
of 3,554 holders
Holding Since
Jun 2025
5 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in TSM Over Time
Shares Held
Position Value (USD)
Position in Semiconductors
Technology · as of Jun 30, 2026Kera Capital Partners, Inc. holds $152,438,961 across 18 Semiconductors names. TSM ranks #5 (2.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NVDA |
Nvidia Corp
|
429,239 | $85,886,431 | |
| 2 | INTC |
Intel Corp
|
164,650 | $22,990,079 | |
| 3 | CRDO |
Credo Technology Group Holding Ltd
|
72,237 | $19,644,852 | |
| 4 | AVGO |
Broadcom Inc.
|
26,371 | $9,961,645 | |
| 5 | TSM |
Taiwan Semiconductor Manufacturing Co Ltd
This page
|
8,414 | $4,018,273 | |
| 6 | MU |
Micron Technology Inc
|
2,807 | $3,240,092 | |
| 7 | CRUS |
Cirrus Logic, Inc.
|
7,665 | $1,138,482 | |
| 8 | ADI |
Analog Devices Inc
|
2,211 | $878,142 |
All Filings in TSM
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,018,273 | 8,414 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $339,639 | 1,005 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $309,056 | 1,017 | Shares | Sole | 2026-02-23 | |
| 2025-09-30 | $250,523 | 897 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $205,199 | 906 | Shares | Sole | 2025-07-01 | |
| No filing history on record for this holder in this stock. | ||||||