Berbice Capital Management LLC
Position in TSM — Taiwan Semiconductor Manufacturing Co Ltd
CIK 2051605
MELVILLE, NY
Position in TSM
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$5,687,858
+$1,823,400 QoQ
Shares Held
11,910
+4.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
4.11%
of 13F equity value
Holder Rank
#1,235
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, 2026Berbice Capital Management LLC holds $51,742,019 across 10 Semiconductors names. TSM ranks #3 (11.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NVDA |
Nvidia Corp
|
157,880 | $31,590,209 | |
| 2 | AVGO |
Broadcom Inc.
|
33,980 | $12,835,945 | |
| 3 | TSM |
Taiwan Semiconductor Manufacturing Co Ltd
This page
|
11,910 | $5,687,858 | |
| 4 | AMD |
Advanced Micro Devices Inc
|
1,226 | $712,195 | |
| 5 | ALAB |
Astera Labs, Inc.
|
1,100 | $531,322 | |
| 6 | ADI |
Analog Devices Inc
|
520 | $206,528 | |
| 7 | MRVL |
Marvell Technology, Inc.
|
465 | $138,518 | |
| 8 | TSEM |
Tower Semiconductor Ltd
|
100 | $26,064 |
All Filings in TSM
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,687,858 | 11,910 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $3,864,458 | 11,435 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $3,262,259 | 10,735 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $2,327,882 | 8,335 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $1,506,158 | 6,650 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $992,182 | 5,977 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $1,067,433 | 5,405 | Shares | Sole | 2025-01-21 | |
| No filing history on record for this holder in this stock. | ||||||