J. Derek Lewis & Associates Inc.
Position in TSM — Taiwan Semiconductor Manufacturing Co Ltd
CIK 2077884
NEWPORT BEACH, CA
Position in TSM
as of Mar 31, 2026
· filed May 21, 2026
Position Value
$655,623
+$75,801 QoQ
Shares Held
1,940
+1.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.51%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2025
2 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 Mar 31, 2026J. Derek Lewis & Associates Inc. holds $10,054,028 across 8 Semiconductors names. TSM ranks #3 (6.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NVDA |
Nvidia Corp
|
26,498 | $4,621,251 | |
| 2 | AVGO |
Broadcom Inc.
|
11,476 | $3,551,936 | |
| 3 | TSM |
Taiwan Semiconductor Manufacturing Co Ltd
This page
|
1,940 | $655,623 | |
| 4 | AMD |
Advanced Micro Devices Inc
|
2,213 | $450,190 | |
| 5 | TXN |
Texas Instruments Inc
|
1,909 | $370,613 | |
| 6 | MU |
Micron Technology Inc
|
756 | $255,407 | |
| 7 | NVTS |
Navitas Semiconductor Corp
|
13,500 | $118,395 | |
| 8 | SQNS |
Sequans Communications
|
12,100 | $30,613 |
All Filings in TSM
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $655,623 | 1,940 | Shares | Sole | 2026-05-21 | |
| 2025-12-31 | $579,822 | 1,908 | Shares | Sole | 2026-03-23 | |
| No filing history on record for this holder in this stock. | ||||||