Position in TSM
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$163,912,052
+$50,604,514 QoQ
Shares Held
343,221
+2.4% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
5.62%
of 13F equity value
Holder Rank
#262
of 3,554 holders
Holding Since
Mar 2021
20 quarters on record
Voting authority
Sole 3%
Shared 0%
None 97%
Common Shares in TSM Over Time
Shares Held
Position Value (USD)
Derivatives in TSM
reported options exposure · as of Jun 30, 2026CallValue
$1,193,925
CallShares
2,500
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Semiconductors
Technology · as of Jun 30, 2026BIT Capital GmbH holds $789,252,611 across 9 Semiconductors names. TSM ranks #2 (20.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MU |
Micron Technology Inc
|
183,294 | $211,574,431 | |
| 2 | TSM |
Taiwan Semiconductor Manufacturing Co Ltd
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|
343,221 | $163,912,052 | |
| 3 | MRVL |
Marvell Technology, Inc.
|
504,075 | $150,158,901 | |
| 4 | SIMO |
Silicon Motion Technology CORP
|
349,195 | $116,397,169 | |
| 5 | INTC |
Intel Corp
|
578,184 | $80,731,831 | |
| 6 | NVDA |
Nvidia Corp
|
258,566 | $51,736,470 | |
| 7 | SMTC |
Semtech Corp
|
75,000 | $12,138,750 | |
| 8 | ALAB |
Astera Labs, Inc.
|
3,697 | $1,785,724 |
All Filings in TSM
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $163,912,052 | 343,221 | Shares | Sole | 2026-08-12 | |
| 2026-06-30 | $1,193,925 | 2,500 | Call | Sole | 2026-08-12 | |
| 2026-03-31 | $113,307,538 | 335,279 | Shares | Sole | 2026-05-13 | |
| 2026-03-31 | $3,717,450 | 11,000 | Call | Sole | 2026-05-13 | |
| 2025-12-31 | $116,314,201 | 382,751 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $105,621,612 | 378,179 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $68,736,091 | 303,484 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $6,464,372 | 38,942 | Shares | Sole | 2025-05-09 | |
| 2025-03-31 | $4,150,000 | 25,000 | Call | Sole | 2025-05-09 | |
| 2024-12-31 | $2,896,190 | 14,665 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $6,527,734 | 37,587 | Shares | Sole | 2025-02-12 | |
| 2024-06-30 | $35,251,448 | 202,816 | Shares | Sole | 2025-02-12 | |
| 2024-03-31 | $3,479,342 | 25,574 | Shares | Sole | 2025-02-12 | |
| 2023-06-30 | $357,862 | 3,546 | Shares | Sole | 2025-02-12 | |
| 2023-03-31 | $93,392 | 1,004 | Shares | Sole | 2025-02-12 | |
| 2022-12-31 | $775,068 | 10,405 | Shares | Sole | 2025-02-12 | |
| 2022-09-30 | $723,650 | 10,555 | Shares | Sole | 2025-02-12 | |
| 2022-06-30 | $980,182 | 11,990 | Shares | Sole | 2025-02-12 | |
| 2022-03-31 | $2,506,931 | 24,045 | Shares | Sole | 2025-02-12 | |
| 2021-12-31 | $3,382,275 | 28,113 | Shares | Sole | 2025-02-12 | |
| 2021-09-30 | $2,180,971 | 19,534 | Shares | Sole | 2025-02-12 | |
| 2021-06-30 | $2,215,510 | 18,438 | Shares | Sole | 2025-02-12 | |
| 2021-03-31 | $1,914,125 | 16,183 | Shares | Sole | 2025-02-12 | |
| No filing history on record for this holder in this stock. | ||||||