SEC 13F Intelligence

Ardmore Road Asset Management LP / TSM

Ardmore Road Asset Management LP’s Taiwan Semiconductor Manufac Position

Does Ardmore Road Asset Management LP own Taiwan Semiconductor Manufac (TSM)? Yes — 150.0K shares worth $51M (+3.34% of its 13F portfolio) as of Q1 2026, down from 156.3K shares the prior filed quarter.

Position Value
$51M
Q1 2026
Shares
150.0K
% of Portfolio
+3.34%
Quarters Held
7
currently held

Position History TSM

Reported value by quarter
Q1 ’24: $14MQ1 ’24Q2 ’24: $26MQ2 ’24Q4 ’24: $28MQ4 ’24Q1 ’25: $18MQ1 ’25Q3 ’25: $56MQ3 ’25Q4 ’25: $48MQ4 ’25Q1 ’26: $51MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 2026150.0K$51M+3.34%
Q4 2025156.3K$48M+3.60%
Q3 2025200.0K$56M+3.61%
Q1 2025110.0K$18M+1.87%
Q4 2024140.0K$28M+4.03%
Q2 2024150.0K$26M+3.96%
Q1 2024100.0K$14M+2.40%

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