TSM — TAIWAN SEMICONDUCTOR MFG LTD

Ownership history in THREADGILL FINANCIAL, LLC  ·  3 quarters on record

This page tracks every 13F SEC filing in which THREADGILL 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 — sourced directly from SEC EDGAR 13F filings.

Peak position
2.33% (2025 Q3)
Avg. % of fund
1.55%
First filed
2022 Q4
Last filed
2025 Q4
Quarters held
3
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 17,139 -70 -0.4% 2.15% $5.2M $303.04
2025 Q3 ADDED 17,209 +13,846 +411.7% 2.33% $4.8M $277.76
2022 Q4 INITIATED 3,363 — — 0.19% $250K —
% 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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