Northcrest Asset Manangement, LLC / TSM
Northcrest Asset Manangement, LLC’s Taiwan Semiconductor Manufac Position
Does Northcrest Asset Manangement, LLC own Taiwan Semiconductor Manufac (TSM)? Yes — 201.9K shares worth $68M (+2.13% of its 13F portfolio) as of Q1 2026, down from 268.2K shares the prior filed quarter.
Position Value
$68M
Q1 2026
Shares
201.9K
% of Portfolio
+2.13%
Quarters Held
18
currently held
Position History TSM
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q1 2026 | 201.9K | $68M | +2.13% |
| Q4 2025 | 268.2K | $86M | +1.93% |
| Q3 2025 | 267.2K | $79M | +1.88% |
| Q2 2025 | 270.9K | $64M | +1.71% |
| Q1 2025 | 271.1K | $45M | +1.36% |
| Q4 2024 | 266.2K | $46M | +1.40% |
| Q3 2024 | 266.2K | $46M | +1.40% |
| Q2 2024 | 260.0K | $45M | +1.50% |
| Q1 2024 | 255.3K | $35M | +1.18% |
| Q4 2023 | 254.0K | $26M | +1.00% |
| Q3 2023 | 249.9K | $22M | +0.89% |
| Q2 2023 | 250.3K | $25M | +1.00% |
| Q1 2023 | 259.5K | $24M | +1.00% |
| Q4 2022 | 258.0K | $19M | +1.09% |
| Q3 2022 | 259.6K | $18M | +0.96% |
| Q2 2022 | 250.6K | $20M | +1.05% |
| Q1 2022 | 251.5K | $26M | +1.24% |
| Q4 2021 | 243.0K | $29M | +1.61% |
Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Northcrest Asset Manangement, LLC’s full portfolio or all institutional holders of TSM.