SEC 13F Intelligence

Marcho Partners LLP / TSM

Marcho Partners LLP’s Taiwan Semiconductor Manufac Position

Does Marcho Partners LLP own Taiwan Semiconductor Manufac (TSM)? Yes — 109.5K shares worth $37M (+29.88% of its 13F portfolio) as of Q1 2026, down from 123.5K shares the prior filed quarter.

Position Value
$37M
Q1 2026
Shares
109.5K
% of Portfolio
+29.88%
Quarters Held
8
currently held

Position History TSM

Reported value by quarter
Q2 ’24: $19MQ2 ’24Q3 ’24: $23MQ3 ’24Q4 ’24: $44MQ4 ’24Q1 ’25: $41MQ1 ’25Q2 ’25: $58MQ2 ’25Q3 ’25: $53MQ3 ’25Q4 ’25: $38MQ4 ’25Q1 ’26: $37MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 2026109.5K$37M+29.88%
Q4 2025123.5K$38M+22.78%
Q3 2025190.5K$53M+20.29%
Q2 2025253.9K$58M+20.37%
Q1 2025247.0K$41M+15.07%
Q4 2024223.3K$44M+11.84%
Q3 2024129.7K$23M+6.01%
Q2 2024106.6K$19M+4.84%

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