SEC 13F Intelligence

Haven Global Partners, LLC / TSM

Haven Global Partners, LLC’s Taiwan Semiconductor Manufac Position

Does Haven Global Partners, LLC own Taiwan Semiconductor Manufac (TSM)? Yes — 27.7K shares worth $9M (+8.80% of its 13F portfolio) as of Q1 2026, up from 23.7K shares the prior filed quarter.

Position Value
$9M
Q1 2026
Shares
27.7K
% of Portfolio
+8.80%
Quarters Held
6
currently held

Position History TSM

Reported value by quarter
Q4 ’24: $5MQ4 ’24Q1 ’25: $4MQ1 ’25Q2 ’25: $5MQ2 ’25Q3 ’25: $7MQ3 ’25Q4 ’25: $7MQ4 ’25Q1 ’26: $9MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 202627.7K$9M+8.80%
Q4 202523.7K$7M+5.29%
Q3 202523.5K$7M+4.71%
Q2 202521.5K$5M+3.82%
Q1 202521.7K$4M+3.77%
Q4 202423.2K$5M+4.32%

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