BERKSHIRE CAPITAL HOLDINGS INC TSM — Taiwan Semiconductor Mfg. Ltd. ADR

Ownership history in BERKSHIRE CAPITAL HOLDINGS INC  ·  27 quarters on record

AI Ownership Summary

BERKSHIRE CAPITAL HOLDINGS INC reported Taiwan Semiconductor Mfg. Ltd. ADR (TSM) in 27 quarterly 13F filings from 2024 Q1 through 2026 Q1. Peak portfolio weight reached 10.28% in 2025 Q4. The latest visible filing shows TSM at 9.02% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this TSM ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was BERKSHIRE CAPITAL HOLDINGS INC's position in Taiwan Semiconductor Mfg. Ltd. ADR, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

TSM was reported at 9.02% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
10.28% in 2025 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q1 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

TSM stock page BERKSHIRE CAPITAL HOLDINGS INC fund profile BERKSHIRE CAPITAL HOLDINGS INC full holdings
How BERKSHIRE CAPITAL HOLDINGS INC held TSM — position size vs. price
% of Fund (quarterly)    TSM price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 9 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED 27.6% +35.0% ❌ 73,970 -28,130 -27.6% 9.02% $25.0M 2026-05-12 $396.35
2025 Q4 ADDED — — — 102,100 +43,480 +74.2% 10.28% $31.0M 2026-02-09 $353.58
2025 Q3 REDUCED 33.4% +8.0% ❌ 58,620 -29,430 -33.4% 4.97% $16.4M 2025-11-14 $282.59
2025 Q2 ADDED — — — 88,050 +37,130 +72.9% 6.98% $19.9M 2025-08-14 $238.36
2025 Q1 REDUCED 39.6% +36.9% ❌ 50,920 -33,440 -39.6% 4.04% $8.5M 2025-05-13 $191.17
2024 Q4 ADDED — — — 84,360 +18,030 +27.2% 6.02% $16.7M 2025-02-11 $204.91
2024 Q3 REDUCED 22.7% +15.8% ❌ 66,330 -19,530 -22.7% 4.89% $11.5M 2024-11-12 $187.65
2024 Q2 ADDED — — — 85,860 +85,850 +858500.0% 6.03% $14.9M 2024-08-13 $168.02
2024 Q1 UNCHANGED — — — 10 — 0% 0.00% $1K 2024-05-13 $142.29
18 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding TSM

As of 2026 Q2 — sorted by position size

Eurizon Asset Management Slovakia, sprav. spol., a.s. 68.48% Yong Rong (HK) Asset Management Ltd 3Y 7Y 62.4% Marcho Partners LLP 3Y 34.92% Trinity Street Asset Management LLP 3Y 7Y 22.89% Nipun Capital, L.P. 18.98% Explore Capital Management, LLC 17.4% LYNWOOD PRICE CAPITAL MANAGEMENT LP 15.8% HUDSON EDGE INVESTMENT PARTNERS INC. 3Y 7Y 14.9% PineStone Asset Management Inc. 3Y 14.63% Credit Capital Investments LLC 3Y 7Y 14.49%

FAQ About BERKSHIRE CAPITAL HOLDINGS INC and TSM

These are the practical questions this page is built to answer before you even open the full history table.

How long has BERKSHIRE CAPITAL HOLDINGS INC reported owning TSM?

BERKSHIRE CAPITAL HOLDINGS INC reported TSM across 9 quarterly 13F filings, from 2024 Q1 through 2026 Q1.

What was the largest reported TSM position in BERKSHIRE CAPITAL HOLDINGS INC's portfolio?

The largest reported portfolio weight for TSM was 10.28% in 2025 Q4.

What is the latest reported TSM position on this page?

The most recent filing on this page is 2026 Q1, when BERKSHIRE CAPITAL HOLDINGS INC reported 73,970 shares, equal to 9.02% of portfolio, with an estimated market value of $25.0M.

What does the chart on this TSM ownership page compare?

The chart compares BERKSHIRE CAPITAL HOLDINGS INC's quarterly TSM portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did BERKSHIRE CAPITAL HOLDINGS INC time their TSM position?

Based on 13F filing dates vs. subsequent TSM price moves, BERKSHIRE CAPITAL HOLDINGS INC correctly timed 3 out of 10 reported position changes (30%). The annualised alpha on TSM relative to SPY over the holding period was +12.1%.

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