SEC 13F Intelligence

Honeycomb Asset Management LP / TSM

Honeycomb Asset Management LP’s Taiwan Semiconductor Manufac Position

Does Honeycomb Asset Management LP own Taiwan Semiconductor Manufac (TSM)? Not currently — the last reported position was 58.0K shares worth $10M in Q1 2025; the fund’s latest 13F (Q2 2026) no longer reports it.

Position Value
$10M
Q1 2025
Shares
58.0K
% of Portfolio
+4.60%
Quarters Held
2
position exited

Position History TSM

Reported value by quarter
Q2 ’24: $26MQ2 ’24Q1 ’25: $10MQ1 ’25filingsflow.com
QuarterSharesValue% of Portfolio
Q1 202558.0K$10M+4.60%
Q2 2024150.6K$26M+6.80%

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