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TSMTSM

Showing 8 of 14 quarters

Position history for LSLIGHT STREET CAPITAL MANAGEMENT, LLC's holdings in TAIWAN SEMICONDUCTOR MANUFAC

Yes. Light Street Capital Management holds 225,949 shares of TSM (TSMC), worth $107.9M, as of its Q2 2026 13F filing. It reduced the position by 1,636 shares (-0.7%) from Q1 2026. Light Street Capital Management has held TSM since Q1 2023, across 14 quarterly 13F filings. TSM is 12.0% of Light Street Capital Management's reported 13F portfolio.

Current Value

$107.9M

Current Shares

225,949

Total Value Change

+$47.7M

Total Shares Change

-120,555

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Decreased
225,949
-0.7%
$107.9M12.0%$476.29
0
2026-Q1
Decreased
227,585
-15.2%
$76.9M14.4%$336.26
0
2025-Q4
Decreased
268,392
-7.2%
$81.6M12.6%$301.52
0
2025-Q3
Decreased
289,095
-19.4%
$80.7M13.6%$276.37
0
2025-Q2
Increased
358,757
+12.2%
$81.3M16.6%$223.41
66
2025-Q1
Decreased
319,745
-6.3%
$53.1M14.8%$163.15
0
2024-Q4
Decreased
341,154
-1.5%
$67.4M12.4%$193.34
0
2024-Q3
Increased
346,504
+1.4%
$60.2M14.2%$169.49
59

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