SEC 13F Intelligence

Verdad Advisers, LP / TSM

Verdad Advisers, LP’s Taiwan Semiconductor Manufac Position

Does Verdad Advisers, LP own Taiwan Semiconductor Manufac (TSM)? Not currently — the last reported position was 8.7K shares worth $756,030 in Q3 2023; the fund’s latest 13F (Q1 2026) no longer reports it.

Position Value
$756,030
Q3 2023
Shares
8.7K
% of Portfolio
+1.16%
Quarters Held
6
position exited

Position History TSM

Reported value by quarter
Q4 ’21: $1MQ4 ’21Q1 ’22: $2MQ1 ’22Q2 ’22: $2MQ2 ’22Q1 ’23: $1MQ1 ’23Q2 ’23: $2MQ2 ’23Q3 ’23: $756,030Q3 ’23filingsflow.com
QuarterSharesValue% of Portfolio
Q3 20238.7K$756,030+1.16%
Q2 202317.7K$2M+2.80%
Q1 202311.0K$1M+2.06%
Q2 202219.0K$2M+1.46%
Q1 202217.8K$2M+1.52%
Q4 202112.0K$1M+0.98%

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