SEC 13F Intelligence

Dilation Capital Management LP / TSM

Dilation Capital Management LP’s Taiwan Semiconductor Manufac Position

Does Dilation Capital Management LP own Taiwan Semiconductor Manufac (TSM)? Yes25.5K shares worth $9M (+4.32% of its 13F portfolio) as of Q1 2026, down from 33.7K shares the prior filed quarter.

Position Value
$9M
Q1 2026
Shares
25.5K
% of Portfolio
+4.32%
Quarters Held
3
currently held

Position History TSM

Reported value by quarter
Q4 ’24: $6MQ4 ’24Q4 ’25: $10MQ4 ’25Q1 ’26: $9MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 202625.5K$9M+4.32%
Q4 202533.7K$10M+4.71%
Q4 202429.1K$6M+5.29%

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