SEC 13F Intelligence

Kemnay Advisory Services Inc. / TSM

Kemnay Advisory Services Inc.’s Taiwan Semiconductor Manufac Position

Does Kemnay Advisory Services Inc. own Taiwan Semiconductor Manufac (TSM)? Yes — 106.1K shares worth $36M (+5.76% of its 13F portfolio) as of Q1 2026, down from 127.9K shares the prior filed quarter.

Position Value
$36M
Q1 2026
Shares
106.1K
% of Portfolio
+5.76%
Quarters Held
11
currently held

Position History TSM

Reported value by quarter
Q3 ’20: $603,000Q3 ’20Q4 ’20: $904,000Q1 ’24: $6MQ1 ’24Q2 ’24: $8MQ3 ’24: $24MQ3 ’24Q4 ’24: $11MQ1 ’25: $26MQ1 ’25Q2 ’25: $37MQ3 ’25: $42MQ3 ’25Q4 ’25: $39MQ1 ’26: $36MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 2026106.1K$36M+5.76%
Q4 2025127.9K$39M+5.86%
Q3 2025149.7K$42M+6.36%
Q2 2025163.4K$37M+5.88%
Q1 2025158.9K$26M+4.96%
Q4 202457.4K$11M+2.04%
Q3 2024137.5K$24M+4.32%
Q2 202447.8K$8M+1.73%
Q1 202444.7K$6M+1.17%
Q4 20208.3K$904,000+0.11%
Q3 20207.4K$603,000+0.08%

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