Hudson Portfolio Management LLC / TSM
Hudson Portfolio Management LLC’s Taiwan Semiconductor Manufac Position
Does Hudson Portfolio Management LLC own Taiwan Semiconductor Manufac (TSM)? Yes — 17.0K shares worth $6M (+4.83% of its 13F portfolio) as of Q1 2026, down from 17.7K shares the prior filed quarter.
Position Value
$6M
Q1 2026
Shares
17.0K
% of Portfolio
+4.83%
Quarters Held
19
currently held
Position History TSM
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q1 2026 | 17.0K | $6M | +4.83% |
| Q4 2025 | 17.7K | $5M | +4.62% |
| Q3 2025 | 17.7K | $5M | +4.38% |
| Q2 2025 | 18.3K | $4M | +3.88% |
| Q1 2025 | 17.9K | $3M | +2.85% |
| Q4 2024 | 18.3K | $4M | +3.54% |
| Q3 2024 | 18.4K | $3M | +3.14% |
| Q4 2023 | 18.6K | $2M | +2.10% |
| Q3 2023 | 19.1K | $2M | +1.89% |
| Q2 2023 | 18.4K | $2M | +2.02% |
| Q1 2023 | 17.4K | $2M | +1.81% |
| Q4 2022 | 17.4K | $1M | +1.43% |
| Q3 2022 | 13.9K | $955,000 | +1.13% |
| Q2 2022 | 13.9K | $1M | +1.18% |
| Q1 2022 | 14.1K | $1M | +1.29% |
| Q4 2021 | 14.2K | $2M | +1.51% |
| Q3 2021 | 14.4K | $2M | +1.48% |
| Q2 2021 | 15.0K | $2M | +1.65% |
| Q1 2021 | 15.0K | $2M | +1.70% |
Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Hudson Portfolio Management LLC’s full portfolio or all institutional holders of TSM.