SEC 13F Intelligence

Driehaus Capital Management LLC / TSM

Driehaus Capital Management LLC’s Taiwan Semiconductor Manufac Position

Does Driehaus Capital Management LLC own Taiwan Semiconductor Manufac (TSM)? Yes — 1.26M shares worth $427M (+3.14% of its 13F portfolio) as of Q1 2026, down from 2.16M shares the prior filed quarter.

Position Value
$427M
Q1 2026
Shares
1.26M
% of Portfolio
+3.14%
Quarters Held
30
currently held

Position History TSM

Reported value by quarter
Q4 ’18: $103MQ4 ’18Q1 ’19: $127MQ2 ’19: $173MQ3 ’19: $177MQ4 ’19: $164MQ4 ’19Q1 ’20: $192MQ2 ’20: $239MQ3 ’20: $344MQ4 ’20: $378MQ4 ’20Q1 ’21: $350MQ2 ’21: $380MQ3 ’21: $365MQ4 ’21: $446MQ4 ’21Q1 ’22: $395MQ2 ’22: $310MQ3 ’22: $237MQ4 ’22: $254MQ4 ’22Q1 ’23: $338MQ2 ’23: $341MQ3 ’23: $267MQ4 ’23: $372MQ4 ’23Q1 ’24: $492MQ2 ’24: $572MQ3 ’24: $533MQ4 ’24: $614MQ4 ’24Q1 ’25: $448MQ2 ’25: $580MQ3 ’25: $627MQ4 ’25: $657MQ4 ’25Q1 ’26: $427Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 20261.26M$427M+3.14%
Q4 20252.16M$657M+4.47%
Q3 20252.24M$627M+4.49%
Q2 20252.56M$580M+4.64%
Q1 20252.70M$448M+4.32%
Q4 20243.11M$614M+5.07%
Q3 20243.07M$533M+4.58%
Q2 20243.29M$572M+5.53%
Q1 20243.61M$492M+4.90%
Q4 20233.57M$372M+4.48%
Q3 20233.07M$267M+3.47%
Q2 20233.38M$341M+4.31%
Q1 20233.63M$338M+4.74%
Q4 20223.41M$254M+3.78%
Q3 20223.45M$237M+3.58%
Q2 20223.80M$310M+5.03%
Q1 20223.79M$395M+4.85%
Q4 20213.71M$446M+4.55%
Q3 20213.27M$365M+4.32%
Q2 20213.16M$380M+5.04%
Q1 20212.96M$350M+5.17%
Q4 20203.47M$378M+6.11%
Q3 20204.25M$344M+7.06%
Q2 20204.21M$239M+5.81%
Q1 20204.01M$192M+6.41%
Q4 20192.82M$164M+4.36%
Q3 20193.81M$177M+5.77%
Q2 20194.42M$173M+5.43%
Q1 20193.11M$127M+4.78%
Q4 20182.79M$103M+4.41%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Driehaus Capital Management LLC’s full portfolio or all institutional holders of TSM.