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Disclosery

Crow's Nest Holdings LP: TSM position timeline

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

Crow's Nest Holdings LP held 185,000 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 185,000 shares
    Change vs previous 13F -40,000 shares

    26.72% of the 13F portfolio, value $88,350,450.

    13F-HR 0001898772-26-000008 filed by Crow's Nest Holdings 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 225,000 shares
    Change vs previous 13F -5,500 shares

    17.78% of the 13F portfolio, value $76,038,750.

    13F-HR 0001898772-26-000006 filed by Crow's Nest Holdings 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 230,500 shares
    Change vs previous 13F -4,150 shares

    15.95% of the 13F portfolio, value $70,046,645.

    13F-HR 0001898772-26-000004 filed by Crow's Nest Holdings 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 234,650 shares
    Change vs previous 13F not available

    13.65% of the 13F portfolio, value $65,535,399.

    13F-HR 0001898772-25-000011 filed by Crow's Nest Holdings LP
    Filed (acceptance time not in the bulk data set), ingested

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