SEC 13F Intelligence

Seaview Investment Managers LLC / TSM

Seaview Investment Managers LLC’s Taiwan Semiconductor Manufac Position

Does Seaview Investment Managers LLC own Taiwan Semiconductor Manufac (TSM)? Yes — 32.3K shares worth $11M (+3.93% of its 13F portfolio) as of Q1 2026, up from 30.8K shares the prior filed quarter.

Position Value
$11M
Q1 2026
Shares
32.3K
% of Portfolio
+3.93%
Quarters Held
7
currently held

Position History TSM

Reported value by quarter
Q4 ’20: $2,000Q4 ’20Q4 ’24: $11MQ4 ’24Q1 ’25: $10MQ1 ’25Q2 ’25: $14MQ2 ’25Q3 ’25: $10MQ3 ’25Q4 ’25: $9MQ4 ’25Q1 ’26: $11MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 202632.3K$11M+3.93%
Q4 202530.8K$9M+3.52%
Q3 202534.8K$10M+3.59%
Q2 202560.9K$14M+2.92%
Q1 202560.3K$10M+2.43%
Q4 202455.5K$11M+3.03%
Q4 202020$2,0000.00%

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