TSM β€” TAIWAN SEMICONDUCTOR MFG LTD

Ownership history in Lighthouse Financial LLC  Β·  5 quarters on record

This page tracks every 13F SEC filing in which Lighthouse Financial 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 β€” sourced directly from SEC EDGAR 13F filings.

πŸ” Peak position
1.54% (2025 Q4)
πŸ“Š Avg. % of fund
1.11%
πŸ“… First filed
2024 Q4
πŸ“… Last filed
2025 Q4
⏱ Quarters held
5

Position Intelligence

Lighthouse Financial LLC Γ— TSM AI Analytics

πŸ“ˆ Lighthouse Financial LLC outperformed the S&P 500 by +36.8% annually on this TSM position. Timing score: 75% (3/4 decisions correct). Average cost basis: $201.10. Maximum drawdown during holding period: –15.6%.

πŸ“ˆ Position Alpha vs SPY
+36.8%
annualised excess return

πŸ”₯ Exceptional β€” beat the S&P 500 by 36.8% per year on this position.
4 quarters analyzed

⏱️ Timing Score
75%

🎯 Smart timing β€” consistently buying dips and trimming near peaks.
3 of 4 add/trim decisions correct

πŸ’° Entry Quality
$201.10
+50.7% vs current ($303.04)

Best entry: $163.97 (2025 Q1)  Β·  Worst: $303.04 (2025 Q4)

πŸ›‘οΈ Drawdown Resilience
–15.6%
max drawdown while held

πŸ’Ž No drawdown exceeding 20% during the holding period β€” exceptionally stable.

πŸ’ͺ Fund Conviction
100%
buy-side decisions

5 adds Β· 0 trims. Bought during 1 of 1 down-price quarters. πŸ‚ Consistently bullish β€” fund kept accumulating this position.

πŸ“‘ Position Trajectory
↑ Growing
last 4–5 quarters trend

πŸ“ˆ Lighthouse Financial LLC has been actively increasing its TSM allocation β€” a bullish signal from insiders.
Currently 1.54% of portfolio

⚠ Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ— 4 (annualised). Not investment advice.

% of Fund (quarterly)    TSM price (monthly, adj. close)
πŸ“‹ Quarterly Holdings History 5 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 7,766 +6 +0.1% 1.54% $2.4M $303.04
2025 Q3 ADDED 7,760 +1,460 +23.2% 1.43% $2.2M $277.76
2025 Q2 ADDED 6,300 +100 +1.6% 1.09% $1.4M $224.54
2025 Q1 ADDED 6,200 +2,400 +63.2% 0.89% $1.0M $163.97
2024 Q4 INITIATED 3,800 β€” β€” 0.61% $750K $194.32
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