RATIONAL ADVISORS, INC. TSM — TAIWAN SEMICONDUCTER-ADR

Ownership history in RATIONAL ADVISORS, INC.  ·  14 quarters on record

AI Ownership Summary

RATIONAL ADVISORS, INC. reported TAIWAN SEMICONDUCTER-ADR (TSM) in 14 quarterly 13F filings from 2024 Q1 through 2026 Q1. Peak portfolio weight reached 0.45% in 2026 Q1. The latest visible filing shows TSM at 0.45% 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 RATIONAL ADVISORS, INC.'s position in TAIWAN SEMICONDUCTER-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 0.45% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.45% in 2026 Q1

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 RATIONAL ADVISORS, INC. fund profile RATIONAL ADVISORS, INC. full holdings
How RATIONAL ADVISORS, 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 8 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED — — — 13,029 +5,947 +84.0% 0.45% $4.4M 2026-05-07 $414.15
2025 Q4 ADDED — — — 7,082 +3,168 +80.9% 0.22% $2.2M 2026-02-10 $360.89
2025 Q3 ADDED — — — 3,914 +2,546 +186.1% 0.11% $1.1M 2025-11-12 $289.02
2025 Q2 REDUCED 65.8% +21.0% ❌ 1,368 -2,632 -65.8% 0.03% $310K 2025-07-31 $239.54
2024 Q4 ADDED — — — 4,000 +2,629 +191.8% 0.08% $790K 2025-01-31 $205.96
2024 Q3 REDUCED — — — 1,371 -47 -3.3% 0.02% $238K 2024-10-30 $190.75
2024 Q2 REDUCED 86.5% +0.3% ❌ 1,418 -9,082 -86.5% 0.02% $246K 2024-07-25 $156.63
2024 Q1 ADDED — — — 10,500 +1,000 +10.5% 0.13% $1.4M 2024-04-23 $129.98
6 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding TSM

As of 2026 Q1 — sorted by position size

Eurizon Asset Management Slovakia, sprav. spol., a.s. 57.06% Prime Capital Management Co Ltd 3Y 7Y 25.18% Trinity Street Asset Management LLP 3Y 7Y 20.86% Linden Rose Investment LLC 3Y 16.52% Credit Capital Investments LLC 3Y 7Y 16.38% HughesLittle Investment Management Ltd. 15.71% 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%

FAQ About RATIONAL ADVISORS, 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 RATIONAL ADVISORS, INC. reported owning TSM?

RATIONAL ADVISORS, INC. reported TSM across 8 quarterly 13F filings, from 2024 Q1 through 2026 Q1.

What was the largest reported TSM position in RATIONAL ADVISORS, INC.'s portfolio?

The largest reported portfolio weight for TSM was 0.45% in 2026 Q1.

What is the latest reported TSM position on this page?

The most recent filing on this page is 2026 Q1, when RATIONAL ADVISORS, INC. reported 13,029 shares, equal to 0.45% of portfolio, with an estimated market value of $4.4M.

What does the chart on this TSM ownership page compare?

The chart compares RATIONAL ADVISORS, 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 RATIONAL ADVISORS, INC. time their TSM position?

Based on 13F filing dates vs. subsequent TSM price moves, RATIONAL ADVISORS, INC. correctly timed 5 out of 12 reported position changes (42%).

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