SEC 13F Intelligence

Cloverfields Capital Group, LP / TSM

Cloverfields Capital Group, LP’s Taiwan Semiconductor Manufac Position

Does Cloverfields Capital Group, LP own Taiwan Semiconductor Manufac (TSM)? Yes — 31.4K shares worth $11M (+3.43% of its 13F portfolio) as of Q1 2026, down from 35.8K shares the prior filed quarter.

Position Value
$11M
Q1 2026
Shares
31.4K
% of Portfolio
+3.43%
Quarters Held
22
currently held

Position History TSM

Reported value by quarter
Q4 ’20: $577,000Q4 ’20Q1 ’21: $637,000Q2 ’21: $654,000Q3 ’21: $607,000Q3 ’21Q4 ’21: $660,000Q1 ’22: $660,000Q2 ’22: $498,000Q2 ’22Q3 ’22: $428,000Q4 ’22: $465,414Q1 ’23: $578,398Q1 ’23Q2 ’23: $2MQ3 ’23: $2MQ4 ’23: $2MQ4 ’23Q1 ’24: $2MQ2 ’24: $3MQ3 ’24: $6MQ3 ’24Q4 ’24: $7MQ1 ’25: $5MQ2 ’25: $8MQ2 ’25Q3 ’25: $9MQ4 ’25: $11MQ1 ’26: $11MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 202631.4K$11M+3.43%
Q4 202535.8K$11M+3.37%
Q3 202532.9K$9M+2.87%
Q2 202535.6K$8M+2.39%
Q1 202530.2K$5M+1.66%
Q4 202435.1K$7M+2.23%
Q3 202433.9K$6M+1.90%
Q2 202417.7K$3M+1.04%
Q1 202417.6K$2M+0.80%
Q4 202317.4K$2M+0.71%
Q3 202317.4K$2M+0.68%
Q2 202317.4K$2M+0.57%
Q1 20236.2K$578,398+0.19%
Q4 20226.2K$465,414+0.15%
Q3 20226.2K$428,000+0.14%
Q2 20226.1K$498,000+0.15%
Q1 20225.5K$660,000+0.21%
Q4 20215.5K$660,000+0.21%
Q3 20215.4K$607,000+0.20%
Q2 20215.4K$654,000+0.19%
Q1 20215.4K$637,000+0.21%
Q4 20205.3K$577,000+0.22%

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