SEC 13F Intelligence

Axon Capital LP / TSM

Axon Capital LP’s Taiwan Semiconductor Manufac Position

Does Axon Capital LP own Taiwan Semiconductor Manufac (TSM)? Yes28.3K shares worth $10M (+13.80% of its 13F portfolio) as of Q1 2026.

Position Value
$10M
Q1 2026
Shares
28.3K
% of Portfolio
+13.80%
Quarters Held
2
currently held

Position History TSM

Reported value by quarter
Q4 ’25: $9MQ4 ’25Q1 ’26: $10MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 202628.3K$10M+13.80%
Q4 202528.3K$9M+7.36%

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