Bayesian Capital Management, LP / TSM
Bayesian Capital Management, LP’s Taiwan Semiconductor Manufac Position
Does Bayesian Capital Management, LP own Taiwan Semiconductor Manufac (TSM)? Not currently — the last reported position was 5.1K shares worth $2M in Q4 2025; the fund’s latest 13F (Q1 2026) no longer reports it.
Position Value
$2M
Q4 2025
Shares
5.1K
% of Portfolio
+3.58%
Quarters Held
16
position exited
Position History TSM
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q4 2025 | 5.1K | $2M | +3.58% |
| Q3 2025 | 1.3K | $363,077 | +0.07% |
| Q2 2025 | 7.8K | $2M | +0.28% |
| Q1 2025 | 9.2K | $2M | +0.25% |
| Q4 2024 | 5.0K | $986,858 | +0.12% |
| Q3 2024 | 37.9K | $7M | +0.77% |
| Q4 2023 | 51.4K | $5M | +0.57% |
| Q2 2023 | 5.0K | $504,600 | +0.05% |
| Q1 2023 | 22.9K | $2M | +0.26% |
| Q4 2022 | 36.5K | $3M | +0.40% |
| Q3 2022 | 59.7K | $4M | +0.83% |
| Q2 2022 | 35.6K | $3M | +0.54% |
| Q3 2021 | 7.1K | $793,000 | +0.23% |
| Q2 2021 | 21.0K | $3M | +0.66% |
| Q3 2020 | 91.0K | $7M | +1.80% |
| Q4 2018 | 12.1K | $448,000 | +0.09% |
Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Bayesian Capital Management, LP’s full portfolio or all institutional holders of TSM.