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Disclosery

Bornite Capital Management LP: TSM position timeline

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

Bornite Capital Management LP held 106,940 TSM shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 106,940 shares
    Change vs previous 13F -99,660 shares

    6.43% of the 13F portfolio, value $51,071,336.

    13F-HR 0001800641-26-000006 filed by Bornite 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 206,600 shares
    Change vs previous 13F 0 shares

    11.74% of the 13F portfolio, value $69,820,470.

    13F-HR 0001800641-26-000004 filed by Bornite 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 206,600 shares
    Change vs previous 13F +106,600 shares

    6.13% of the 13F portfolio, value $62,783,674.

    13F-HR 0001800641-26-000002 filed by Bornite 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 100,000 shares
    Change vs previous 13F not available

    2.59% of the 13F portfolio, value $27,929,000.

    13F-HR 0001800641-25-000009 filed by Bornite Capital Management LP
    Filed (acceptance time not in the bulk data set), ingested

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