Form 13-F position report

TAIWAN SEMICONDUCTOR MANUFAC

Reported by Tenzing Global Management LLC

TSM CUSIP 874039100 Manager CIK 0001624095

Reported 17,500 shares, down 22,500 (56.3%) from the prior quarter.

Reported value -38.2%; share count -56.3% vs. the prior quarter.

Reduced
% of reported 13F value 3.86% This manager · Q2 2026
Shares 17,500 Quarter-end amount reported
Reported value $8,357,475 Fair value at quarter end
Consecutive quarters held 10 Through Q2 2026

Reported position value by quarter

Reported position value by quarter

Each bar is a Form 13-F quarter-end snapshot. It does not show trades made within the quarter.

Reported position value by quarter
Date Holding Value
2024-03-31 9523500
2024-06-30 9125025
2024-09-30 3907575
2024-12-31 5924700
2025-03-31 7470000
2025-06-30 11890725
2025-09-30 5585800
2025-12-31 12155600
2026-03-31 13518000
2026-06-30 8357475

Quarterly position history

How this manager's reported quarter-end position changed over time.

10 quarters
Quarterly reported position history for TAIWAN SEMICONDUCTOR MANUFAC held by Tenzing Global Management LLC.
Quarter Activity Shares Change % of reported 13F Reported value Filed Source filing
Q2 2026 Reduced 17,500 -22,500 (-56.3%) 3.86% $8,357,475 2026-08-14
Q1 2026 Unchanged 40,000 0 (0.0%) 11.21% $13,518,000 2026-05-15
Q4 2025 Added 40,000 +20,000 (100.0%) 7.27% $12,155,600 2026-02-17
Q3 2025 Reduced 20,000 -32,500 (-61.9%) 3.07% $5,585,800 2025-11-14
Q2 2025 Added 52,500 +7,500 (16.7%) 7.45% $11,890,725 2025-08-14
Q1 2025 Added 45,000 +15,000 (50.0%) 5.42% $7,470,000 2025-05-15
Q4 2024 Added 30,000 +7,500 (33.3%) 4.43% $5,924,700 2025-02-14
Q3 2024 Reduced 22,500 -30,000 (-57.1%) 2.78% $3,907,575 2024-11-14
Q2 2024 Reduced 52,500 -17,500 (-25.0%) 5.84% $9,125,025 2024-08-14
Q1 2024 New 70,000 +70,000 (0.0%) 8.66% $9,523,500 2024-05-15

Who else reported the position

3714 managers reported TAIWAN SEMICONDUCTOR MANUFAC for Q2 2026.

Managers reporting TAIWAN SEMICONDUCTOR MANUFAC in Q2 2026.
Manager Activity Shares Change % of reported 13F Reported value Tenure
FMR LLC Reduced 58,937,551 -1,455,639 1.22% $28,146,806,368 53 qtrs
Capital World Investors Added 34,372,274 +1,485,337 1.94% $16,410,842,195 53 qtrs
Sanders Capital LLC Reduced 26,149,064 -1,911,028 12.51% $12,488,008,494 48 qtrs
JPMorgan Chase & Co Reduced 23,829,286 -155,356 0.6% $10,844,709,209 53 qtrs
BlackRock Inc Added 20,112,852 +1,888,666 0.14% $9,605,294,780 8 qtrs
Fisher Asset Management LLC Added 18,866,198 +248,507 2.68% $9,009,930,721 53 qtrs
VAN ECK ASSOCIATES CORP Reduced 17,210,604 -2,051,400 5.01% $8,219,268,152 53 qtrs
The Goldman Sachs Group Inc Added 16,125,333 +6,723,739 0.67% $7,700,975,273 53 qtrs
MORGAN STANLEY Added 15,847,816 +1,080,136 0.4% $7,568,443,224 53 qtrs
Bank of America Corporation Added 15,282,620 +1,174,849 0.47% $7,298,520,678 53 qtrs
Premium adds each manager's conviction percentile across reporting peers.
Filing details and methodology As reported
Report period
June 30, 2026
Filed
August 14, 2026
Filing type
13F-HR
Position type
SPONSORED ADS

Voting authority reported

Sole
17,500
Shared
0
None
0

“None” means the manager reported no voting authority for those shares on non-routine matters. It does not disclose why and is not evidence of securities lending.

Form 13-F is a delayed quarter-end snapshot of disclosed long Section 13(f) securities. It can be filed up to 45 days after quarter end, excludes short positions and most non-U.S. securities, and does not reveal intra-quarter trading. For options, reported shares and value describe the underlying-share exposure; strike, expiry, premium, and written positions are not disclosed.