Form 13-F position report

TAIWAN SEMICON MFG LTD(5COMSH)

Reported by Bayesian Capital Management LP

Company profile Manager portfolio Source filing
TSM CUSIP 874039100 Manager CIK 0001632551
Latest reported change

Reported 5,141 shares, up 3,841 (295.5%) from the prior quarter.

Reported value 330.3%; share count 295.5% vs. the prior quarter.

Added
% of reported 13F value 3.58% This manager · Q4 2025
Shares 5,141 Quarter-end amount reported
Reported value $1,562,298 Fair value at quarter end
Consecutive quarters held 6 Through Q4 2025

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.

Manager history

Quarterly position history

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

17 quarters
Quarter Activity Shares Change % of reported 13F Reported value Filed
Q1 2026 Reduced 0 -5,141 (-100.0%) 0 $0 2026-05-15
Q4 2025 Added 5,141 +3,841 (295.5%) 3.58% $1,562,298 2026-02-17
Q3 2025 Reduced 1,300 -6,500 (-83.3%) 0.07% $363,077 2025-11-14
Q2 2025 Reduced 7,800 -1,397 (-15.2%) 0.28% $1,766,622 2025-08-14
Q1 2025 Added 9,197 +4,200 (84.1%) 0.25% $1,526,702 2025-05-15
Q4 2024 Reduced 4,997 -32,900 (-86.8%) 0.12% $986,858 2025-02-14
Q3 2024 New 37,897 +37,897 (0.0%) 0.77% $6,581,572 2024-11-14
Q1 2024 Reduced 0 -51,437 (-100.0%) 0 $0 2024-05-15
Q4 2023 New 51,437 +51,437 (0.0%) 0.57% $5,349,448 2024-02-14
Q3 2023 Reduced 0 -5,000 (-100.0%) 0 $0 2023-11-14
Q2 2023 Reduced 5,000 -17,900 (-78.2%) 0.05% $504,600 2023-08-14
Q1 2023 Reduced 22,900 -13,600 (-37.3%) 0.26% $2,130,158 2023-05-15
Q4 2022 Reduced 36,500 -23,200 (-38.9%) 0.4% $2,718,885 2023-02-14
Q3 2022 Added 59,700 +24,100 (67.7%) 0.83% $4,093,000 2022-11-14
Q2 2022 New 35,600 +35,600 (0.0%) 0.54% $2,910,000 2022-08-15
Q4 2021 Reduced 0 -7,100 (-100.0%) 0 $0 2022-02-14
Q3 2021 Reduced 7,100 -13,900 (-66.2%) 0.23% $793,000 2021-11-15
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Institutional context

Who else reported the position

3242 managers reported TAIWAN SEMICON MFG LTD(5COMSH) for Q4 2025.

Manager Activity Shares Change % of reported 13F Reported value Tenure
FMR LLC Reduced 61,131,828 -12,054,686 0.95% $18,577,351,269 51 qtrs
Sanders Capital LLC Reduced 31,958,360 -322,044 11.19% $9,711,826,020 46 qtrs
Capital World Investors Reduced 27,404,289 -336,591 1.13% $8,327,058,855 51 qtrs
Capital International Investors Added 25,658,661 +14,990 1.22% $7,790,435,276 48 qtrs
JPMorgan Chase & Co Added 25,182,540 +690,178 0.48% $7,652,722,892 51 qtrs
Fisher Asset Management LLC Added 18,146,900 +313,773 1.88% $5,514,661,759 51 qtrs
VAN ECK ASSOCIATES CORP Added 17,464,962 +1,750,824 4.39% $5,307,428,000 51 qtrs
BlackRock Inc Reduced 16,481,878 -699,014 0.08% $5,008,677,854 6 qtrs
Bank of America Corporation Added 15,902,819 +966,926 0.35% $4,832,707,583 51 qtrs
MORGAN STANLEY Reduced 13,513,371 -1,578,161 0.25% $4,106,579,049 51 qtrs
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Filing details and methodology As reported
Report period
December 31, 2025
Filed
February 17, 2026
Filing type
13F-HR
Position type
SPONSORED ADS

Voting authority reported

Sole
5,141
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.