MARSICO CAPITAL MANAGEMENT LLC: TSM position timeline

MARSICO CAPITAL MANAGEMENT LLC held 539,035 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 539,035 shares

   Change vs previous 13F -69,619 shares

   6.72% of the 13F portfolio, value $257,426,945.

   13F-HR 0001398344-26-014278 filed by MARSICO CAPITAL MANAGEMENT LLC
   Filed 2026-08-13 (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 608,654 shares

   Change vs previous 13F -39,527 shares

   6.04% of the 13F portfolio, value $205,694,619.

   13F-HR 0001398344-26-009045 filed by MARSICO CAPITAL MANAGEMENT LLC
   Filed 2026-05-13 (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 648,181 shares

   Change vs previous 13F -115,203 shares

   5.48% of the 13F portfolio, value $196,975,724.

   13F-HR 0001398344-26-002815 filed by MARSICO CAPITAL MANAGEMENT LLC
   Filed 2026-02-12 (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 ended2025-09-30

   13F 763,384 shares

   Change vs previous 13F -13,067 shares

   5.47% of the 13F portfolio, value $213,205,517.

   13F-HR 0001398344-25-020776 filed by MARSICO CAPITAL MANAGEMENT LLC
   Filed 2025-11-12 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

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

5. period ended2025-06-30

   13F 776,451 shares

   Change vs previous 13F +56,184 shares

   4.77% of the 13F portfolio, value $175,858,387.

   13F-HR 0001398344-25-014999 filed by MARSICO CAPITAL MANAGEMENT LLC
   Filed 2025-08-12 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

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

6. period ended2025-03-31

   13F 720,267 shares

   Change vs previous 13F -145,391 shares

   4.1% of the 13F portfolio, value $119,564,322.

   13F-HR 0001398344-25-009330 filed by MARSICO CAPITAL MANAGEMENT LLC
   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).

7. period ended2024-12-31

   13F 865,658 shares

   Change vs previous 13F -8,296 shares

   4.65% of the 13F portfolio, value $170,958,798.

   13F-HR 0001398344-25-002660 filed by MARSICO CAPITAL MANAGEMENT LLC
   Filed 2025-02-13 (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).

8. period ended2024-09-30

   13F 873,954 shares

   Change vs previous 13F not available

   4.24% of the 13F portfolio, value $151,779,591.

   13F-HR 0001398344-24-020420 filed by MARSICO CAPITAL MANAGEMENT LLC
   Filed 2024-11-12 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC

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