Light Street Capital Management — TSM Trade History
Quarter-by-quarter changes in the TAIWAN SEMICONDUCTOR MANUFAC position · CUSIP 874039100
Currently held · 3.5 YearsFirst seen: 2023 Q1
| Quarter | Filed | Activity | Shares | Δ Shares | Δ % | Value | % Port. |
|---|---|---|---|---|---|---|---|
| 2026 Q2 | 2026-08-14 | Reduce | 225,949 | -1,636 | -0.7% | $107.9M | 11.95% |
| 2026 Q1 | 2026-05-15 | Reduce | 227,585 | -40,807 | -15.2% | $76.9M | 14.40% |
| 2025 Q4 | 2026-02-17 | Reduce | 268,392 | -20,703 | -7.2% | $81.6M | 12.55% |
| 2025 Q3 | 2025-11-14 | Reduce | 289,095 | -69,662 | -19.4% | $80.7M | 13.58% |
| 2025 Q2 | 2025-08-14 | Add | 358,757 | 39,012 | +12.2% | $81.3M | 16.60% |
| 2025 Q1 | 2025-05-15 | Reduce | 319,745 | -21,409 | -6.3% | $53.1M | 14.82% |
| 2024 Q4 | 2025-02-14 | Reduce | 341,154 | -5,350 | -1.5% | $67.4M | 12.37% |
| 2024 Q3 | 2024-11-14 | Add | 346,504 | 4,702 | +1.4% | $60.2M | 14.24% |
| 2024 Q2 | 2024-08-14 | Add | 341,802 | 6,932 | +2.1% | $59.4M | 13.65% |
| 2024 Q1 | 2024-05-15 | Add | 334,870 | 103,770 | +44.9% | $45.6M | 11.02% |
| 2023 Q4 | 2024-02-14 | Add | 231,100 | 133,636 | +137.1% | $24.0M | 7.20% |
| 2023 Q3 | 2023-11-14 | Reduce | 97,464 | -152,174 | -61.0% | $8.5M | 2.49% |
| 2023 Q2 | 2023-08-14 | Reduce | 249,638 | -131,851 | -34.6% | $25.2M | 6.68% |
| 2023 Q1 | 2023-05-15 | New | 381,489 | 381,489 | — | $35.5M | 8.66% |
| 2022 Q4 | 2023-02-14 | — | — | — | — | — | — |
| 2022 Q3 | 2022-11-14 | — | — | — | — | — | — |
| 2022 Q2 | 2022-08-15 | — | — | — | — | — | — |
| 2022 Q1 | 2022-05-16 | — | — | — | — | — | — |
| 2021 Q4 | 2022-02-14 | — | — | — | — | — | — |
| 2021 Q3 | 2021-11-15 | — | — | — | — | — | — |
| 2021 Q2 | 2021-08-16 | — | — | — | — | — | — |
| 2021 Q1 | 2021-05-17 | — | — | — | — | — | — |
| 2020 Q4 | 2021-02-16 | — | — | — | — | — | — |
| 2020 Q3 | 2020-11-16 | — | — | — | — | — | — |
| 2020 Q2 | 2020-08-14 | — | — | — | — | — | — |
| 2020 Q1 | 2020-05-15 | — | — | — | — | — | — |
| 2019 Q4 | 2020-02-14 | — | — | — | — | — | — |
| 2019 Q3 | 2019-11-14 | — | — | — | — | — | — |
| 2019 Q2 | 2019-08-14 | — | — | — | — | — | — |
| 2019 Q1 | 2019-05-15 | — | — | — | — | — | — |
| 2018 Q4 | 2019-02-14 | — | — | — | — | — | — |
| 2018 Q3 | 2018-11-14 | — | — | — | — | — | — |
| 2018 Q2 | 2018-08-14 | — | — | — | — | — | — |
| 2018 Q1 | 2018-05-15 | — | — | — | — | — | — |
| 2017 Q4 | 2018-02-14 | — | — | — | — | — | — |
| 2017 Q3 | 2017-11-14 | — | — | — | — | — | — |
| 2017 Q2 | 2017-08-14 | — | — | — | — | — | — |
| 2017 Q1 | 2017-05-15 | — | — | — | — | — | — |
| 2016 Q4 | 2017-02-14 | — | — | — | — | — | — |
| 2016 Q3 | 2016-11-14 | — | — | — | — | — | — |
Share counts are split-adjusted. Time held counts consecutive quarters ending with the latest filing; more than ten years shows as ">10 Years".
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.