SEC 13F Intelligence

Toms Capital Investment Management LP / TSM

Toms Capital Investment Management LP’s Taiwan Semiconductor Manufac Position

Does Toms Capital Investment Management LP own Taiwan Semiconductor Manufac (TSM)? Yes — 328.0K shares worth $111M (+2.91% of its 13F portfolio) as of Q1 2026, up from 287.7K shares the prior filed quarter.

Position Value
$111M
Q1 2026
Shares
328.0K
% of Portfolio
+2.91%
Quarters Held
8
currently held

Position History TSM

Reported value by quarter
Q2 ’24: $70MQ2 ’24Q3 ’24: $117MQ3 ’24Q4 ’24: $86MQ4 ’24Q1 ’25: $107MQ1 ’25Q2 ’25: $60MQ2 ’25Q3 ’25: $53MQ3 ’25Q4 ’25: $87MQ4 ’25Q1 ’26: $111MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 2026328.0K$111M+2.91%
Q4 2025287.7K$87M+1.84%
Q3 2025190.0K$53M+1.23%
Q2 2025265.0K$60M+1.95%
Q1 2025643.0K$107M+3.24%
Q4 2024435.0K$86M+3.13%
Q3 2024674.4K$117M+4.36%
Q2 2024400.5K$70M+2.61%

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