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Disclosery

APPALOOSA LP: TSM position timeline

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

APPALOOSA LP held 1,650,000 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 1,650,000 shares
    Change vs previous 13F +322,500 shares

    10.55% of the 13F portfolio, value $787,990,500.

    13F-HR 0001656456-26-000003 filed by APPALOOSA 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 1,327,500 shares
    Change vs previous 13F +197,500 shares

    7.56% of the 13F portfolio, value $448,628,625.

    13F-HR 0001656456-26-000002 filed by APPALOOSA 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 1,130,000 shares
    Change vs previous 13F +70,000 shares

    5.01% of the 13F portfolio, value $343,395,700.

    13F-HR 0001656456-26-000001 filed by APPALOOSA 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 1,060,000 shares
    Change vs previous 13F +35,000 shares

    4.01% of the 13F portfolio, value $296,047,400.

    13F-HR 0001656456-25-000007 filed by APPALOOSA 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 1,025,000 shares
    Change vs previous 13F +755,000 shares

    3.6% of the 13F portfolio, value $232,152,250.

    13F-HR 0001656456-25-000006 filed by APPALOOSA 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 270,000 shares
    Change vs previous 13F +20,000 shares

    0.81% of the 13F portfolio, value $44,820,000.

    13F-HR 0001656456-25-000005 filed by APPALOOSA LP
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-12-31
    13F 250,000 shares
    Change vs previous 13F -150,000 shares

    0.76% of the 13F portfolio, value $49,372,500.

    13F-HR 0001656456-25-000001 filed by APPALOOSA 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 400,000 shares
    Change vs previous 13F not available

    1.03% of the 13F portfolio, value $69,468,000.

    13F-HR 0001656456-24-000004 filed by APPALOOSA LP
    Filed (acceptance time not in the bulk data set), ingested

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