Greenland Capital Management LP TSM — TAIWAN SEMICONDUCTOR MFG LTD

Ownership history in Greenland Capital Management LP  ·  17 quarters on record

AI Ownership Summary

Greenland Capital Management LP reported TAIWAN SEMICONDUCTOR MFG LTD (TSM) in 17 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 1.46% in 2023 Q4. The latest visible filing shows TSM at 1.11% 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.

What this TSM ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Greenland Capital Management LP's position in TAIWAN SEMICONDUCTOR MFG LTD, 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
2025 Q4

TSM was reported at 1.11% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.46% in 2023 Q4

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

Time in book
Holding Window
2023 Q4 to 2025 Q4

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 Greenland Capital Management LP fund profile Greenland Capital Management LP full holdings
How Greenland Capital Management LP 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 17 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED — — — 34,551 +2,292 +7.1% 1.11% $10.5M 2026-02-14 (Est.) $365.33
2025 Q3 ADDED — — — 32,259 +18,450 +133.6% 0.90% $9.0M 2025-11-10 $293.65
2025 Q2 ADDED — — — 13,809 +6,409 +86.6% 0.32% $3.1M 2025-08-11 $240.00
2025 Q2 REDUCED 73.7% +21.0% ❌ 7,400 -20,734 -73.7% 0.17% $1.7M 2025-08-11 $240.00
2025 Q1 ADDED — — — 28,134 +11,734 +71.5% 0.56% $4.7M 2025-05-12 $184.69
2025 Q1 ADDED — — — 16,400 +10,100 +160.3% 0.32% $2.7M 2025-05-12 $184.69
2024 Q4 ADDED — — — 6,300 +3,200 +103.2% 0.20% $1.2M 2025-02-13 $198.59
2024 Q4 REDUCED 92.6% -15.6% ✅ 3,100 -39,028 -92.6% 0.10% $612K 2025-02-13 $198.59
2024 Q4 ADDED — — — 42,128 +34,028 +420.1% 1.33% $8.3M 2025-02-13 $198.59
2024 Q3 REDUCED — — — 8,100 -100 -1.2% 0.17% $1.4M 2024-11-13 $183.08
2024 Q3 REDUCED 75.0% +15.8% ❌ 8,200 -24,624 -75.0% 0.18% $1.4M 2024-11-13 $183.08
2024 Q3 REDUCED 10.5% +15.8% ❌ 32,824 -3,863 -10.5% 0.71% $5.7M 2024-11-13 $183.08
2024 Q2 ADDED — — — 36,687 +28,587 +352.9% 0.94% $6.4M 2024-08-13 $168.41
2024 Q2 REDUCED 63.0% +0.3% ❌ 8,100 -13,789 -63.0% 0.21% $1.4M 2024-08-13 $168.41
2024 Q1 ADDED — — — 21,889 +13,289 +154.5% 0.33% $3.0M 2024-05-10 $145.40
2024 Q1 REDUCED 94.3% +27.1% ❌ 8,600 -141,400 -94.3% 0.13% $1.2M 2024-05-10 $145.40
2023 Q4 INITIATED — — — 150,000 — — 1.46% $15.6M 2024-02-13 $123.75

🏢 Other funds also holding TSM

As of 2026 Q1 — sorted by position size

Trinity Street Asset Management LLP 3Y 7Y 20.86% LYNWOOD PRICE CAPITAL MANAGEMENT LP 12.71% PineStone Asset Management Inc. 3Y 12.56% North of South Capital LLP 12.37% Nipun Capital, L.P. 12.29% Franchise GP Ltd 12.01% HUDSON EDGE INVESTMENT PARTNERS INC. 3Y 7Y 11.97% Maestria Partners LLC 10.48% BURR FINANCIAL SERVICES, LLC 9.99% CHANNING GLOBAL ADVISORS, LLC 3Y 9.24%

FAQ About Greenland Capital Management LP and TSM

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

How long has Greenland Capital Management LP reported owning TSM?

Greenland Capital Management LP reported TSM across 17 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported TSM position in Greenland Capital Management LP's portfolio?

The largest reported portfolio weight for TSM was 1.46% in 2023 Q4.

What is the latest reported TSM position on this page?

The most recent filing on this page is 2025 Q4, when Greenland Capital Management LP reported 34,551 shares, equal to 1.11% of portfolio, with an estimated market value of $10.5M.

What does the chart on this TSM ownership page compare?

The chart compares Greenland Capital Management LP'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 Greenland Capital Management LP time their TSM position?

Based on 13F filing dates vs. subsequent TSM price moves, Greenland Capital Management LP correctly timed 12 out of 16 reported position changes (75%). The annualised alpha on TSM relative to SPY over the holding period was +44.4%.

← Back to Greenland Capital Management LP Holdings