SEC 13F Intelligence

Connective Portfolio Management, LLC / TSM

Connective Portfolio Management, LLC’s Taiwan Semiconductor Manufac Position

Does Connective Portfolio Management, LLC own Taiwan Semiconductor Manufac (TSM)? Yes — 5.1K shares worth $2M (+4.06% of its 13F portfolio) as of Q2 2026, down from 5.3K shares the prior filed quarter.

Position Value
$2M
Q2 2026
Shares
5.1K
% of Portfolio
+4.06%
Quarters Held
5
currently held

Position History TSM

Reported value by quarter
Q4 ’22: $1MQ4 ’22Q2 ’23: $995,000Q2 ’23Q2 ’24: $2MQ2 ’24Q3 ’24: $691,158Q3 ’24Q2 ’26: $2MQ2 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q2 20265.1K$2M+4.06%
Q3 20245.3K$691,158+1.22%
Q2 202412.8K$2M+3.61%
Q2 20239.7K$995,000+2.47%
Q4 202213.7K$1M+2.17%

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