Position in TSM
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$4,827,755
New position
Shares Held
10,109
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.76%
of 13F equity value
Holder Rank
#1,323
of 3,554 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Semiconductors
Technology · as of Jun 30, 2026CVFG LLC holds $77,224,376 across 9 Semiconductors names. TSM ranks #5 (6.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NVDA |
Nvidia Corp
|
139,828 | $27,978,184 | |
| 2 | MU |
Micron Technology Inc
|
15,902 | $18,355,519 | |
| 3 | AMD |
Advanced Micro Devices Inc
|
27,119 | $15,753,698 | |
| 4 | SIMO |
Silicon Motion Technology CORP
|
16,710 | $5,569,944 | |
| 5 | TSM |
Taiwan Semiconductor Manufacturing Co Ltd
This page
|
10,109 | $4,827,755 | |
| 6 | TSEM |
Tower Semiconductor Ltd
|
11,246 | $2,931,157 | |
| 7 | AVGO |
Broadcom Inc.
|
3,082 | $1,164,225 | |
| 8 | MRVL |
Marvell Technology, Inc.
|
1,320 | $393,214 |
All Filings in TSM
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,827,755 | 10,109 | Shares | Sole | 2026-08-11 | |
| No filing history on record for this holder in this stock. | ||||||