SEC 13F Intelligence

Cat Rock Capital Management LP / TSM

Cat Rock Capital Management LP’s Taiwan Semiconductor Manufac Position

Does Cat Rock Capital Management LP own Taiwan Semiconductor Manufac (TSM)? Yes — 62.2K shares worth $21M (+3.26% of its 13F portfolio) as of Q1 2026, down from 127.3K shares the prior filed quarter.

Position Value
$21M
Q1 2026
Shares
62.2K
% of Portfolio
+3.26%
Quarters Held
7
currently held

Position History TSM

Reported value by quarter
Q3 ’24: $40MQ3 ’24Q4 ’24: $41MQ4 ’24Q1 ’25: $37MQ1 ’25Q2 ’25: $60MQ2 ’25Q3 ’25: $46MQ3 ’25Q4 ’25: $39MQ4 ’25Q1 ’26: $21MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 202662.2K$21M+3.26%
Q4 2025127.3K$39M+5.55%
Q3 2025164.7K$46M+5.68%
Q2 2025262.9K$60M+7.50%
Q1 2025222.8K$37M+4.91%
Q4 2024206.2K$41M+5.32%
Q3 2024231.1K$40M+4.55%

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