SEC 13F Intelligence

Natural Investments, LLC / TSM

Natural Investments, LLC’s Taiwan Semiconductor Manufac Position

Does Natural Investments, LLC own Taiwan Semiconductor Manufac (TSM)? Yes — 21.0K shares worth $7M (+1.75% of its 13F portfolio) as of Q1 2026, down from 21.7K shares the prior filed quarter.

Position Value
$7M
Q1 2026
Shares
21.0K
% of Portfolio
+1.75%
Quarters Held
6
currently held

Position History TSM

Reported value by quarter
Q4 ’24: $5MQ4 ’24Q1 ’25: $5MQ1 ’25Q2 ’25: $6MQ2 ’25Q3 ’25: $7MQ3 ’25Q4 ’25: $7MQ4 ’25Q1 ’26: $7MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 202621.0K$7M+1.75%
Q4 202521.7K$7M+1.64%
Q3 202524.1K$7M+1.67%
Q2 202526.7K$6M+1.56%
Q1 202527.1K$5M+1.28%
Q4 202427.1K$5M+1.48%

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