Tenere Capital LLC’s Taiwan Semiconductor Manufac Position
Does Tenere Capital LLC own Taiwan Semiconductor Manufac (TSM)? Yes — 28.3K shares worth $10M (+7.02% of its 13F portfolio) as of Q1 2026, down from 29.2K shares the prior filed quarter.
Position Value
$10M
Q1 2026
Shares
28.3K
% of Portfolio
+7.02%
Quarters Held
13
currently held
Position History TSM
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q1 2026 | 28.3K | $10M | +7.02% |
| Q4 2025 | 29.2K | $9M | +6.87% |
| Q1 2025 | 57.5K | $10M | +2.63% |
| Q4 2024 | 53.8K | $11M | +2.82% |
| Q3 2024 | 56.6K | $10M | +2.61% |
| Q2 2024 | 94.8K | $16M | +4.89% |
| Q1 2024 | 137.3K | $19M | +5.56% |
| Q4 2023 | 142.5K | $15M | +4.84% |
| Q3 2023 | 92.7K | $8M | +3.10% |
| Q2 2023 | 72.1K | $7M | +3.57% |
| Q1 2023 | 72.1K | $7M | +3.50% |
| Q1 2022 | 62.1K | $6M | +2.48% |
| Q4 2021 | 40.2K | $4.8B | +1.92% |
Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Tenere Capital LLC’s full portfolio or all institutional holders of TSM.