SEC 13F Intelligence

Terra Alpha Investments LLC / TSM

Terra Alpha Investments LLC’s Taiwan Semiconductor Manufac Position

Does Terra Alpha Investments LLC own Taiwan Semiconductor Manufac (TSM)? Yes — 25.2K shares worth $8M (+7.82% of its 13F portfolio) as of Q4 2025, down from 25.7K shares the prior filed quarter.

Position Value
$8M
Q4 2025
Shares
25.2K
% of Portfolio
+7.82%
Quarters Held
5
currently held

Position History TSM

Reported value by quarter
Q4 ’24: $6MQ4 ’24Q1 ’25: $5MQ1 ’25Q2 ’25: $6MQ2 ’25Q3 ’25: $7MQ3 ’25Q4 ’25: $8MQ4 ’25filingsflow.com
QuarterSharesValue% of Portfolio
Q4 202525.2K$8M+7.82%
Q3 202525.7K$7M+7.31%
Q2 202527.5K$6M+6.47%
Q1 202527.7K$5M+4.99%
Q4 202431.0K$6M+6.20%

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