Blue Grotto Capital, LLC: TSM position timeline

Blue Grotto Capital, LLC held 184,668 TSM shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

1. period ended2026-06-30

   13F 184,668 shares

   Change vs previous 13F +9,555 shares

   7.36% of the 13F portfolio, value $88,191,897.

   13F-HR 0001315863-26-000563 filed by Blue Grotto Capital, LLC
   Filed 2026-08-03 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

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

2. period ended2026-03-31

   13F 175,113 shares

   Change vs previous 13F +5,217 shares

   6.82% of the 13F portfolio, value $59,179,438.

   13F-HR 0001315863-26-000421 filed by Blue Grotto Capital, LLC
   Filed 2026-05-15 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

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

3. period ended2025-12-31

   13F 169,896 shares

   Change vs previous 13F +28,794 shares

   5.31% of the 13F portfolio, value $51,629,696.

   13F-HR 0001315863-26-000154 filed by Blue Grotto Capital, LLC
   Filed 2026-02-17 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

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

4. period ended2025-09-30

   13F 141,102 shares

   Change vs previous 13F -12,640 shares

   4.57% of the 13F portfolio, value $39,408,378.

   13F-HR 0001315863-25-000794 filed by Blue Grotto Capital, LLC
   Filed 2025-11-13 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

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

5. period ended2025-06-30

   13F 153,742 shares

   Change vs previous 13F not available

   4.2% of the 13F portfolio, value $34,821,026.

   13F-HR 0001315863-25-000628 filed by Blue Grotto Capital, LLC
   Filed 2025-08-14 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

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