TSM — TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS

Ownership history in Knuff & Co LLC · 29 quarters on record

This page tracks every 13F SEC filing in which Knuff & Co LLC reported a position in TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS (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

2.48% (2025 Q4)

Avg. % of fund

1.18%

First filed

2018 Q4

Last filed

2025 Q4

Quarters held

29

Quarter	Action	Shares	Change	Chg %	% of Fund	Mkt Value	Price (EOQ)
2025 Q4	ADDED	27,728	+1,401	+5.3%	2.48%	$8.4M	$303.04
2025 Q3	REDUCED	26,327	-210	-0.8%	2.13%	$7.4M	$277.76
2025 Q2	ADDED	26,537	+465	+1.8%	1.89%	$6.0M	$224.54
2025 Q1	REDUCED	26,072	-173	-0.7%	1.45%	$4.3M	$163.97

% 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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