Skip to content
Disclosery

Kinetic Partners Management, LP: TSM position timeline

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

Kinetic Partners Management, LP held 323,254 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 323,254 shares
    Change vs previous 13F -25,000 shares

    3.69% of the 13F portfolio, value $154,376,413.

    13F-HR 0001172661-26-003816 filed by Kinetic Partners 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 348,254 shares
    Change vs previous 13F -2,680 shares

    6.59% of the 13F portfolio, value $117,692,439.

    13F-HR 0001172661-26-002338 filed by Kinetic Partners 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 350,934 shares
    Change vs previous 13F -11,920 shares

    5.17% of the 13F portfolio, value $106,645,333.

    13F-HR 0001172661-26-001121 filed by Kinetic Partners 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 362,854 shares
    Change vs previous 13F -83,100 shares

    4.91% of the 13F portfolio, value $101,341,494.

    13F-HR 0001172661-25-005040 filed by Kinetic Partners Management, LP
    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 445,954 shares
    Change vs previous 13F +64,000 shares

    5.52% of the 13F portfolio, value $101,004,121.

    13F-HR 0001172661-25-003493 filed by Kinetic Partners Management, LP
    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 381,954 shares
    Change vs previous 13F +89,100 shares

    4.55% of the 13F portfolio, value $63,404,364.

    13F-HR 0001172661-25-002350 filed by Kinetic Partners Management, LP
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-12-31
    13F 292,854 shares
    Change vs previous 13F +44,900 shares

    3.81% of the 13F portfolio, value $57,835,736.

    13F-HR 0001172661-25-001171 filed by Kinetic Partners Management, LP
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 247,954 shares
    Change vs previous 13F not available

    2.99% of the 13F portfolio, value $43,062,171.

    13F-HR 0001172661-24-005217 filed by Kinetic Partners Management, LP
    Filed (acceptance time not in the bulk data set), ingested

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