Light Street
TSM · Computer chips

TSMC

Makes computer chips for Apple, Nvidia and many other brands.
No change
Option
Light Street holds put options on TSMC: contracts that pay off if its price goes down. They cover 109,200 shares, worth about $52 million. They didn’t really buy or sell any between April and June.
Mar 31
109,200
Jun 30
109,200

The numbers

Shares it covers
109,200
Value of the shares it covers
$52,150,644
about $52 million
Share of their money
Not counted
Options aren’t part of their stock money
Kind
Put option: a bet the price goes down
They also hold TSMC as shares.
More about TSMC
The value uses the price on Jun 30, 2026. The fund may have paid a different price.
Not investment advice. Holdings come from public SEC reports and the funds’ own letters, and can be up to 4½ months old. How this works