TSM — TAIWAN SEMICONDUCTOR MFG LTD

Ownership history in Crow's Nest Holdings LP  ·  2 quarters on record

This page tracks every 13F SEC filing in which Crow's Nest Holdings LP 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
15.95% (2025 Q4)
Avg. % of fund
14.8%
First filed
2025 Q3
Last filed
2025 Q4
Quarters held
2
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 230,500 -4,150 -1.8% 15.95% $70.0M $303.89
2025 Q3 INITIATED 234,650 — — 13.65% $65.5M $278.54
% 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% BlueSpruce Investments, LP 3Y 7Y 15.61% Credit Capital Investments LLC 3Y 7Y 15.28%
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