SEC 13F Intelligence

Firetrail Investments Pty Ltd / TSM

Firetrail Investments Pty Ltd’s Taiwan Semiconductor Manufac Position

Does Firetrail Investments Pty Ltd own Taiwan Semiconductor Manufac (TSM)? Yes — 74.3K shares worth $25M (+8.58% of its 13F portfolio) as of Q1 2026, up from 73.5K shares the prior filed quarter.

Position Value
$25M
Q1 2026
Shares
74.3K
% of Portfolio
+8.58%
Quarters Held
9
currently held

Position History TSM

Reported value by quarter
Q4 ’23: $6MQ4 ’23Q2 ’24: $17MQ3 ’24: $17MQ3 ’24Q4 ’24: $21MQ1 ’25: $18MQ1 ’25Q2 ’25: $24MQ3 ’25: $28MQ3 ’25Q4 ’25: $22MQ1 ’26: $25MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 202674.3K$25M+8.58%
Q4 202573.5K$22M+7.36%
Q3 2025100.5K$28M+6.98%
Q2 2025108.3K$24M+6.38%
Q1 2025110.2K$18M+5.38%
Q4 2024106.4K$21M+6.31%
Q3 202498.2K$17M+4.91%
Q2 202497.6K$17M+5.14%
Q4 202352.4K$6M+4.52%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Firetrail Investments Pty Ltd’s full portfolio or all institutional holders of TSM.