Night Owl Capital Management, LLC / TSM
Night Owl Capital Management, LLC’s Taiwan Semiconductor Manufac Position
Does Night Owl Capital Management, LLC own Taiwan Semiconductor Manufac (TSM)? Yes — 160.6K shares worth $54M (+6.33% of its 13F portfolio) as of Q1 2026, up from 159.6K shares the prior filed quarter.
Position Value
$54M
Q1 2026
Shares
160.6K
% of Portfolio
+6.33%
Quarters Held
13
currently held
Position History TSM
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q1 2026 | 160.6K | $54M | +6.33% |
| Q4 2025 | 159.6K | $48M | +5.32% |
| Q3 2025 | 157.3K | $44M | +4.79% |
| Q2 2025 | 155.8K | $35M | +4.08% |
| Q1 2025 | 151.1K | $25M | +3.13% |
| Q4 2024 | 145.1K | $29M | +3.70% |
| Q3 2024 | 205.6K | $36M | +4.88% |
| Q2 2024 | 199.0K | $35M | +5.18% |
| Q1 2024 | 147.6K | $20M | +3.05% |
| Q4 2023 | 113.3K | $12M | +2.36% |
| Q3 2023 | 108.6K | $9M | +2.34% |
| Q2 2023 | 108.5K | $11M | +2.80% |
| Q1 2023 | 116.0K | $11M | +3.82% |
Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Night Owl Capital Management, LLC’s full portfolio or all institutional holders of TSM.