TSM — TAIWAN SEMICONDUCTOR MFG LTD

Ownership history in Alaethes Wealth, LLC  ·  20 quarters on record

This page tracks every 13F SEC filing in which Alaethes Wealth, LLC reported a position in TAIWAN SEMICONDUCTOR MFG LTD (TSM). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
1.54% (2025 Q4)
Avg. % of fund
1.04%
First filed
2021 Q1
Last filed
2025 Q4
Quarters held
20
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 18,003 -124 -0.7% 1.54% $5.5M $303.04
2025 Q3 REDUCED 18,127 -2,245 -11.0% 1.44% $5.1M $277.76
2025 Q2 ADDED 20,372 +632 +3.2% 1.38% $4.6M $224.54
2025 Q1 ADDED 19,740 +433 +2.2% 1.21% $3.3M $163.97
16 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    TSM price (monthly, adj. close)

Other funds also holding TSM

As of 2025 Q4 — sorted by position size

Noked Israel Ltd 3Y 7Y 42.24% LANSDOWNE PARTNERS (UK) LLP 3Y 7Y 29.53% Prime Capital Management Co Ltd 3Y 7Y 23.96% Marcho Partners LLP 3Y 22.78% 7G CAPITAL MANAGEMENT, LLC 3Y 20.79% OPTIMAS CAPITAL Ltd 3Y 20.33% HIMENSION CAPITAL (SINGAPORE) PTE. LTD. 3Y 19.83% Trinity Street Asset Management LLP 3Y 7Y 18.46% Crow's Nest Holdings LP 3Y 15.95% BlueSpruce Investments, LP 3Y 7Y 15.61%
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