TSM — TAIWAN SEMICONDUCTOR MFG LTD

Ownership history in Trybe Capital Management LP  ·  4 quarters on record

This page tracks every 13F SEC filing in which Trybe Capital Management LP 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
9.28% (2025 Q2)
Avg. % of fund
8.53%
First filed
2025 Q1
Last filed
2025 Q4
Quarters held
4
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 UNCHANGED 202,276 — 0% 8.80% $61.5M $303.04
2025 Q3 ADDED 202,276 +6,817 +3.5% 7.54% $56.5M $277.76
2025 Q2 UNCHANGED 195,459 — 0% 9.28% $44.3M $224.54
2025 Q1 INITIATED 195,459 — — 8.50% $32.4M $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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