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Disclosery

JOHO CAPITAL LLC: TSM position timeline

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

JOHO CAPITAL LLC held 190,100 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 190,100 shares
    Change vs previous 13F 0 shares

    19.72% of the 13F portfolio, value $90,786,057.

    13F-HR 0001172661-26-003778 filed by JOHO CAPITAL LLC
    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 190,100 shares
    Change vs previous 13F 0 shares

    17.22% of the 13F portfolio, value $64,244,295.

    13F-HR 0001172661-26-002083 filed by JOHO CAPITAL LLC
    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 190,100 shares
    Change vs previous 13F -59,000 shares

    12.33% of the 13F portfolio, value $57,769,489.

    13F-HR 0001172661-26-000868 filed by JOHO CAPITAL LLC
    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 249,100 shares
    Change vs previous 13F 0 shares

    12.36% of the 13F portfolio, value $69,571,139.

    13F-HR 0001172661-25-004905 filed by JOHO CAPITAL LLC
    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 249,100 shares
    Change vs previous 13F +81,100 shares

    7.95% of the 13F portfolio, value $56,418,659.

    13F-HR 0001172661-25-003436 filed by JOHO CAPITAL LLC
    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 168,000 shares
    Change vs previous 13F not available

    4.82% of the 13F portfolio, value $27,888,000.

    13F-HR 0001172661-25-001848 filed by JOHO CAPITAL LLC
    Filed (acceptance time not in the bulk data set), ingested

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