SEC 13F Intelligence

Wd Rutherford LLC / TSM

Wd Rutherford LLC’s Taiwan Semiconductor Manufac Position

Does Wd Rutherford LLC own Taiwan Semiconductor Manufac (TSM)? Yes11.2K shares worth $4M (+1.68% of its 13F portfolio) as of Q1 2026, up from 7.2K shares the prior filed quarter.

Position Value
$4M
Q1 2026
Shares
11.2K
% of Portfolio
+1.68%
Quarters Held
20
currently held

Position History TSM

Reported value by quarter
Q4 ’20: $303,000Q4 ’20Q1 ’21: $416,000Q2 ’21: $451,000Q3 ’21: $387,000Q3 ’21Q4 ’21: $438,000Q1 ’22: $467,000Q2 ’22: $366,000Q2 ’22Q3 ’22: $325,000Q4 ’22: $228,014Q1 ’23: $284,734Q1 ’23Q2 ’23: $309,320Q1 ’24: $83,671Q2 ’24: $116,627Q2 ’24Q3 ’24: $934,518Q4 ’24: $1MQ1 ’25: $1MQ1 ’25Q2 ’25: $2MQ3 ’25: $2MQ4 ’25: $2MQ4 ’25Q1 ’26: $4Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 202611.2K$4M+1.68%
Q4 20257.2K$2M+0.92%
Q3 20257.1K$2M+0.84%
Q2 20257.0K$2M+0.73%
Q1 20257.1K$1M+0.59%
Q4 20246.8K$1M+0.64%
Q3 20245.4K$934,518+0.46%
Q2 2024671$116,627+0.06%
Q1 2024615$83,671+0.04%
Q2 20233.1K$309,320+0.20%
Q1 20233.1K$284,734+0.20%
Q4 20223.1K$228,014+0.18%
Q3 20224.7K$325,000+0.26%
Q2 20224.5K$366,000+0.28%
Q1 20224.5K$467,000+0.27%
Q4 20213.6K$438,000+0.22%
Q3 20213.5K$387,000+0.21%
Q2 20213.8K$451,000+0.25%
Q1 20213.5K$416,000+0.26%
Q4 20202.8K$303,000+0.19%

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