Ams Capital Ltda’s Taiwan Semiconductor Manufac Position
Does Ams Capital Ltda own Taiwan Semiconductor Manufac (TSM)? Not currently — the last reported position was 14.1K shares worth $4M in Q4 2025; the fund’s latest 13F (Q1 2026) no longer reports it.
Position Value
$4M
Q4 2025
Shares
14.1K
% of Portfolio
+1.66%
Quarters Held
18
position exited
Position History TSM
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q4 2025 | 14.1K | $4M | +1.66% |
| Q2 2025 | 17.3K | $4M | +1.48% |
| Q1 2025 | 39.9K | $7M | +2.73% |
| Q4 2024 | 129.2K | $26M | +12.83% |
| Q3 2024 | 125.3K | $22M | +3.79% |
| Q2 2024 | 87.8K | $15M | +3.19% |
| Q4 2023 | 7.7K | $805,000 | +0.30% |
| Q3 2023 | 53.2K | $5M | +5.12% |
| Q2 2023 | 82.6K | $8M | +9.80% |
| Q1 2023 | 76.0K | $7M | +8.66% |
| Q4 2021 | 111.3K | $13M | +2.99% |
| Q3 2021 | 106.2K | $12M | +2.49% |
| Q2 2021 | 151.4K | $18M | +2.59% |
| Q1 2021 | 120.4K | $14M | +2.25% |
| Q4 2020 | 60.1K | $7M | +1.29% |
| Q3 2020 | 87.4K | $7M | +1.71% |
| Q2 2020 | 79.2K | $4M | +1.79% |
| Q1 2020 | 89.2K | $4M | +2.62% |
Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Ams Capital Ltda’s full portfolio or all institutional holders of TSM.