SEC 13F Intelligence

Nightview Capital, LLC / TSM

Nightview Capital, LLC’s Taiwan Semiconductor Manufac Position

Does Nightview Capital, LLC own Taiwan Semiconductor Manufac (TSM)? Not currently — the last reported position was 21.5K shares worth $7M in Q4 2025; the fund’s latest 13F (Q1 2026) no longer reports it.

Position Value
$7M
Q4 2025
Shares
21.5K
% of Portfolio
+2.90%
Quarters Held
2
position exited

Position History TSM

Reported value by quarter
Q3 ’25: $6MQ3 ’25Q4 ’25: $7MQ4 ’25filingsflow.com
QuarterSharesValue% of Portfolio
Q4 202521.5K$7M+2.90%
Q3 202521.5K$6M+2.77%

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