SEC 13F Intelligence

Lrz Capital LLC / TSM

Lrz Capital LLC’s Taiwan Semiconductor Manufac Position

Does Lrz Capital LLC own Taiwan Semiconductor Manufac (TSM)? Yes43.0K shares worth $15M (+7.27% of its 13F portfolio) as of Q1 2026, up from 36.2K shares the prior filed quarter.

Position Value
$15M
Q1 2026
Shares
43.0K
% of Portfolio
+7.27%
Quarters Held
2
currently held

Position History TSM

Reported value by quarter
Q4 ’25: $11MQ4 ’25Q1 ’26: $15MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 202643.0K$15M+7.27%
Q4 202536.2K$11M+4.96%

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