Telemark Asset Management, LLC / TSM
Telemark Asset Management, LLC’s Taiwan Semiconductor Manufac Position
Does Telemark Asset Management, LLC own Taiwan Semiconductor Manufac (TSM)? Yes — 100.0K shares worth $34M (+3.12% of its 13F portfolio) as of Q1 2026.
Position Value
$34M
Q1 2026
Shares
100.0K
% of Portfolio
+3.12%
Quarters Held
13
currently held
Position History TSM
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q1 2026 | 100.0K | $34M | +3.12% |
| Q4 2025 | 100.0K | $30M | +3.04% |
| Q3 2025 | 120.0K | $34M | +3.18% |
| Q2 2025 | 120.0K | $27M | +2.47% |
| Q1 2025 | 120.0K | $20M | +2.61% |
| Q4 2024 | 150.0K | $30M | +2.95% |
| Q3 2024 | 100.0K | $17M | +1.75% |
| Q2 2024 | 100.0K | $17M | +1.51% |
| Q1 2024 | 75.0K | $10M | +1.05% |
| Q4 2023 | 75.0K | $8M | +1.16% |
| Q3 2023 | 75.0K | $7M | +0.99% |
| Q2 2023 | 250.0K | $25M | +3.42% |
| Q1 2023 | 100.0K | $9M | +1.38% |
Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Telemark Asset Management, LLC’s full portfolio or all institutional holders of TSM.