SEC 13F Intelligence

Thoroughbred Financial Services, LLC / TSM

Thoroughbred Financial Services, LLC’s Taiwan Semiconductor Manufac Position

Does Thoroughbred Financial Services, LLC own Taiwan Semiconductor Manufac (TSM)? Yes96.9K shares worth $33M (+1.95% of its 13F portfolio) as of Q1 2026, up from 95.2K shares the prior filed quarter.

Position Value
$33M
Q1 2026
Shares
96.9K
% of Portfolio
+1.95%
Quarters Held
29
currently held

Position History TSM

Reported value by quarter
Q1 ’19: $2MQ1 ’19Q2 ’19: $2MQ3 ’19: $3MQ4 ’19: $3MQ1 ’20: $3MQ1 ’20Q2 ’20: $1MQ3 ’20: $2MQ4 ’20: $3MQ1 ’21: $3MQ1 ’21Q2 ’21: $3MQ3 ’21: $3MQ4 ’21: $4MQ1 ’22: $7MQ1 ’22Q2 ’22: $5MQ3 ’22: $5MQ4 ’22: $5MQ1 ’23: $7MQ1 ’23Q2 ’23: $7MQ3 ’23: $8MQ4 ’23: $10MQ1 ’24: $10MQ1 ’24Q2 ’24: $18MQ3 ’24: $18MQ4 ’24: $21MQ1 ’25: $19MQ1 ’25Q2 ’25: $19MQ3 ’25: $26MQ4 ’25: $29MQ1 ’26: $33MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 202696.9K$33M+1.95%
Q4 202595.2K$29M+1.71%
Q3 202593.0K$26M+1.60%
Q2 202583.0K$19M+1.31%
Q1 2025112.1K$19M+1.16%
Q4 2024107.5K$21M+1.30%
Q3 2024105.6K$18M+1.18%
Q2 2024104.6K$18M+1.22%
Q1 202474.2K$10M+0.97%
Q4 202394.3K$10M+0.79%
Q3 202389.0K$8M+0.76%
Q2 202369.7K$7M+0.92%
Q1 202372.4K$7M+0.99%
Q4 202271.4K$5M+0.87%
Q3 202267.7K$5M+0.88%
Q2 202266.9K$5M+1.01%
Q1 202263.8K$7M+1.09%
Q4 202129.5K$4M+0.74%
Q3 202127.4K$3M+0.74%
Q2 202125.1K$3M+0.76%
Q1 202125.3K$3M+0.83%
Q4 202025.6K$3M+0.86%
Q3 202023.8K$2M+0.73%
Q2 202022.5K$1M+0.53%
Q1 202061.5K$3M+1.05%
Q4 201959.8K$3M+1.16%
Q3 201959.2K$3M+1.04%
Q2 201959.0K$2M+0.88%
Q1 201959.7K$2M+1.01%

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