Intrinsic Value Partners, LLC / TSM
Intrinsic Value Partners, LLC’s Taiwan Semiconductor Manufac Position
Does Intrinsic Value Partners, LLC own Taiwan Semiconductor Manufac (TSM)? Yes — 20.4K shares worth $7M (+5.32% of its 13F portfolio) as of Q1 2026, down from 20.6K shares the prior filed quarter.
Position Value
$7M
Q1 2026
Shares
20.4K
% of Portfolio
+5.32%
Quarters Held
17
currently held
Position History TSM
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q1 2026 | 20.4K | $7M | +5.32% |
| Q4 2025 | 20.6K | $6M | +4.70% |
| Q3 2025 | 22.3K | $6M | +5.03% |
| Q2 2025 | 22.3K | $5M | +4.50% |
| Q1 2025 | 22.7K | $4M | +3.72% |
| Q4 2024 | 23.3K | $5M | +4.63% |
| Q3 2024 | 23.9K | $4M | +4.16% |
| Q2 2024 | 24.5K | $4M | +4.43% |
| Q1 2024 | 24.6K | $3M | +3.56% |
| Q4 2023 | 24.9K | $3M | +3.02% |
| Q3 2023 | 24.8K | $2M | +2.77% |
| Q2 2023 | 24.8K | $3M | +3.16% |
| Q1 2023 | 25.4K | $2M | +3.19% |
| Q4 2022 | 23.0K | $1,713 | +2.35% |
| Q3 2022 | 23.0K | $2M | +2.19% |
| Q2 2022 | 18.1K | $1M | +1.89% |
| Q1 2022 | 14.4K | $1M | +1.59% |
Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Intrinsic Value Partners, LLC’s full portfolio or all institutional holders of TSM.