INDI β€” INDIE SEMICONDUCTOR

Ownership history in TSFG, LLC  Β·  12 quarters on record

This page tracks every 13F SEC filing in which TSFG, LLC reported a position in INDIE SEMICONDUCTOR (INDI). 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.

Position Intelligence

TSFG, LLC Γ— INDI AI Analytics

πŸ“‰ TSFG, LLC underperformed the S&P 500 by –30.2% annually on this INDI position. Average cost basis: $11.99. Maximum drawdown during holding period: –66.2%.

πŸ“ˆ Position Alpha vs SPY
-30.2%
annualised excess return

❌ Significantly underperformed the S&P 500 by 30.2% ann.
11 quarters analyzed

πŸ’° Entry Quality
$11.99
-66.1% vs current ($4.07)

Best entry: $11.99 (2021 Q4)  Β·  Worst: $11.99 (2021 Q4)

πŸ›‘οΈ Drawdown Resilience
–66.2%
max drawdown while held

πŸ’ͺ Held through 1 major drawdown (>20%). Strong conviction under pressure.

πŸ’ͺ Fund Conviction
50%
buy-side decisions

1 add Β· 1 trim. Bought during 0 of 7 down-price quarters. πŸ“ˆ More buys than sells across the holding period.

πŸ“‘ Position Trajectory
β†’ Stable
last 4–5 quarters trend

βš–οΈ Portfolio weight has remained relatively stable β€” conviction maintained.
Currently 0.0% 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)    INDI price (monthly, adj. close)
πŸ“‹ Quarterly Holdings History 10 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 UNCHANGED 125 β€” 0% 0.00% $1K $4.07
2024 Q4 UNCHANGED 125 β€” 0% 0.00% $1K $4.05
2024 Q2 UNCHANGED 125 β€” 0% 0.00% $1K $6.17
2024 Q1 UNCHANGED 125 β€” 0% 0.00% $1K $7.08
2023 Q4 UNCHANGED 125 β€” 0% 0.00% $1K $8.11
2023 Q3 UNCHANGED 125 β€” 0% 0.00% $1K $6.30
2023 Q2 UNCHANGED 125 β€” 0% 0.00% $1K $9.40
2023 Q1 UNCHANGED 125 β€” 0% 0.00% $1K $10.55
2022 Q4 UNCHANGED 125 β€” 0% 0.00% $1K $5.83
2022 Q3 UNCHANGED 125 β€” 0% 0.00% $1K $7.32
2 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history
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