LAVELLE CAPITAL LP

Position in TSM — Taiwan Semiconductor Manufacturing Co Ltd

CIK 2136566 SAN FRANCISCO, CA

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Position in TSM

as of Jun 30, 2026 · filed Jul 22, 2026 Compact

Position Value

$1,668,629

+$302,974 QoQ

Shares Held

3,494

-13.5% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

1.22%

of 13F equity value

Holder Rank

#846

of 1,912 holders

Holding Since

Dec 2025

3 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Common Shares in TSM Over Time

Shares Held

Position Value (USD)

Derivatives in TSM

reported options exposure · as of Jun 30, 2026

CallValue

CallShares

PutValue

$764,112

PutShares

1,600

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, 2026

LAVELLE CAPITAL LP holds $9,415,144 across 5 Semiconductors names. TSM ranks #3 (17.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CBRS	Cerebras Systems Inc.	24,270	$5,363,670
2	NVDA	Nvidia Corp	9,341	$1,869,040
3	TSM	Taiwan Semiconductor Manufacturing Co Ltd This page	3,494	$1,668,629
4	AVGO	Broadcom Inc.	1,186	$448,011
5	MU	Micron Technology Inc	57	$65,794

All Filings in TSM

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4 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$764,112	1,600	—	Put	Sole	2026-07-22
2026-06-30	$1,668,629	3,494	-13.5%	Shares	Sole	2026-07-22
2026-03-31	$1,365,655	4,041	-19.6%	Shares	Sole	2026-05-28
2025-12-31	$1,528,262	5,029	—	Shares	Sole	2026-05-29
No filing history on record for this holder in this stock.