Oriental Harbor Investment Master Fund
Position in TSM — Taiwan Semiconductor Manufacturing Co Ltd
CIK 2046333
HONG KONG, K3
Position in TSM
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$65,565,107
-$5,309,429 QoQ
Shares Held
137,289
-34.5% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
3.97%
of 13F equity value
Holder Rank
#430
of 3,554 holders
Holding Since
Dec 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, 2026Oriental Harbor Investment Master Fund holds $1,066,188,146 across 8 Semiconductors names. TSM ranks #6 (6.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | INTC |
Intel Corp
|
1,849,390 | $258,230,325 | |
| 2 | NVDA |
Nvidia Corp
|
1,083,827 | $216,862,944 | |
| 3 | MU |
Micron Technology Inc
|
147,587 | $170,358,198 | |
| 4 | AMD |
Advanced Micro Devices Inc
|
251,437 | $146,062,267 | |
| 5 | MRVL |
Marvell Technology, Inc.
|
439,119 | $130,809,158 | |
| 6 | TSM |
Taiwan Semiconductor Manufacturing Co Ltd
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|
137,289 | $65,565,107 | |
| 7 | ARM |
Arm Holdings PLC /Uk
|
150,573 | $53,388,668 | |
| 8 | AVGO |
Broadcom Inc.
|
65,947 | $24,911,479 |
All Filings in TSM
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $65,565,107 | 137,289 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $70,874,536 | 209,719 | Shares | Sole | 2026-04-28 | |
| 2025-09-30 | $2,213,373 | 7,925 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $1,797,198 | 7,935 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $1,303,432 | 7,852 | Shares | Sole | 2025-05-19 | |
| 2024-12-31 | $32,743,249 | 165,797 | Shares | Sole | 2025-01-08 | |
| No filing history on record for this holder in this stock. | ||||||