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Taiwan Semiconductor Manufacturing Company Ltd. $TSM is Gunderson Capital Management LLC's Largest Position Written by MarketBeat June 28, 2026 Image from MarketBeat Media, LLC. KEY POINTS Gunderson Capital Management increased its stake in Taiwan Semiconductor Manufacturing by 4.4% in the first quarter, making TSM its largest holding at about 5% of the portfolio, worth roughly $12.0 million. Seve