SEC 13F Intelligence

Infinitum Asset Management, LLC / TSM

Infinitum Asset Management, LLC’s Taiwan Semiconductor Manufac Position

Does Infinitum Asset Management, LLC own Taiwan Semiconductor Manufac (TSM)? Yes — 175.0K shares worth $59M (+7.39% of its 13F portfolio) as of Q1 2026.

Position Value
$59M
Q1 2026
Shares
175.0K
% of Portfolio
+7.39%
Quarters Held
6
currently held

Position History TSM

Reported value by quarter
Q4 ’24: $7MQ4 ’24Q1 ’25: $29MQ1 ’25Q2 ’25: $40MQ2 ’25Q3 ’25: $49MQ3 ’25Q4 ’25: $53MQ4 ’25Q1 ’26: $59MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 2026175.0K$59M+7.39%
Q4 2025175.0K$53M+7.87%
Q3 2025175.0K$49M+8.99%
Q2 2025175.0K$40M+8.78%
Q1 2025175.0K$29M+9.29%
Q4 202435.0K$7M+3.65%

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