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Disclosery

Altimeter Capital Management, LP: TSM position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Altimeter Capital Management, LP on TSM, newest first. How the timeline and the estimate are built.

Altimeter Capital Management, LP held 1,429,355 TSM shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,429,355 shares
    Change vs previous 13F +63,680 shares

    6.94% of the 13F portfolio, value $682,617,068.

    13F-HR 0001541617-26-000008 filed by Altimeter Capital Management, LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 1,365,675 shares
    Change vs previous 13F +146,448 shares

    8.1% of the 13F portfolio, value $461,529,866.

    13F-HR 0001541617-26-000006 filed by Altimeter Capital Management, LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 1,219,227 shares
    Change vs previous 13F +150,550 shares

    5.56% of the 13F portfolio, value $370,510,893.

    13F-HR 0001541617-26-000002 filed by Altimeter Capital Management, LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 1,068,677 shares
    Change vs previous 13F +201,468 shares

    3.94% of the 13F portfolio, value $298,470,799.

    13F-HR 0001541617-25-000013 filed by Altimeter Capital Management, LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 867,209 shares
    Change vs previous 13F +867,209 shares

    2.83% of the 13F portfolio, value $196,414,167.

    13F-HR 0001541617-25-000009 filed by Altimeter Capital Management, LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 0 shares
    Change vs previous 13F -504,380 shares

    13F-HR 0001541617-25-000005 filed by Altimeter Capital Management, LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

    Exited: the 13F for this period no longer lists the position.

  7. period ended2024-12-31
    13F 504,380 shares
    Change vs previous 13F -14,910 shares

    1.8% of the 13F portfolio, value $99,610,006.

    13F-HR 0001541617-25-000002 filed by Altimeter Capital Management, LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 519,290 shares
    Change vs previous 13F not available

    1.34% of the 13F portfolio, value $90,185,094.

    13F-HR 0001541617-24-000009 filed by Altimeter Capital Management, LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).