Dilation Capital Management LP: TSM position timeline

Dilation Capital Management LP held 14,875 TSM shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

1. period ended2026-06-30

   13F 14,875 shares

   Change vs previous 13F -10,600 shares

   2.87% of the 13F portfolio, value $7,103,854.

   13F-HR 0001172661-26-002810 filed by Dilation Capital Management LP
   Filed 2026-07-27 (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 25,475 shares

   Change vs previous 13F -8,215 shares

   4.32% of the 13F portfolio, value $8,609,276.

   13F-HR 0001172661-26-001558 filed by Dilation Capital Management LP
   Filed 2026-04-29 (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 33,690 shares

   Change vs previous 13F +33,690 shares

   4.71% of the 13F portfolio, value $10,238,054.

   13F-HR 0001172661-26-000533 filed by Dilation Capital Management LP
   Filed 2026-02-09 (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 ended2025-03-31

   13F 0 shares

   Change vs previous 13F -29,050 shares

   13F-HR 0001172661-25-001793 filed by Dilation Capital Management LP
   Filed 2025-05-14 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

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

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

5. period ended2024-12-31

   13F 29,050 shares

   Change vs previous 13F not available

   5.29% of the 13F portfolio, value $5,737,085.

   13F-HR 0001172661-25-000953 filed by Dilation Capital Management LP
   Filed 2025-02-14 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

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