Light Street
TSM · Computer chips

TSMC

Makes computer chips for Apple, Nvidia and many other brands.
No change
Light Street owns 225,949 shares of TSMC, worth about $108 million. That’s $13 of every $100 they have in stocks — their biggest bet. They didn’t really buy or sell any between April and June.
Mar 31
227,585
Jun 30
225,949

The numbers

Shares they own
225,949
Change since Mar 31
−1,636
tiny change (0.7%)
Shares on Mar 31
227,585
Value on Jun 30, 2026
$107,906,464
about $108 million
Share of their money
12.7%
$13 of every $100 · Biggest of 27
Price per share on Jun 30
$477.57
Kind
Shares
They also hold TSMC as put options.
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