SEC 13F Intelligence

O'neil Global Advisors, Inc. / TSM

O'neil Global Advisors, Inc.’s Taiwan Semiconductor Manufac Position

Does O'neil Global Advisors, Inc. own Taiwan Semiconductor Manufac (TSM)? Not currently — the last reported position was 25.3K shares worth $8M in Q4 2025; the fund’s latest 13F (Q1 2026) no longer reports it.

Position Value
$8M
Q4 2025
Shares
25.3K
% of Portfolio
+2.65%
Quarters Held
4
position exited

Position History TSM

Reported value by quarter
Q2 ’23: $949,000Q2 ’23Q2 ’24: $919,000Q2 ’24Q3 ’24: $7MQ3 ’24Q4 ’25: $8MQ4 ’25filingsflow.com
QuarterSharesValue% of Portfolio
Q4 202525.3K$8M+2.65%
Q3 202440.8K$7M+1.81%
Q2 20245.3K$919,000+0.43%
Q2 20239.4K$949,000+0.19%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See O'neil Global Advisors, Inc.’s full portfolio or all institutional holders of TSM.