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Night Owl Capital Management, LLC: TSM position timeline

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

Night Owl Capital Management, LLC held 163,108 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 163,108 shares
    Change vs previous 13F +2,507 shares

    8.18% of the 13F portfolio, value $77,895,497.

    13F-HR 0001410833-26-000005 filed by Night Owl Capital Management, 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 160,601 shares
    Change vs previous 13F +1,008 shares

    6.33% of the 13F portfolio, value $54,275,115.

    13F-HR 0001410833-26-000004 filed by Night Owl Capital Management, 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 159,593 shares
    Change vs previous 13F +2,282 shares

    5.32% of the 13F portfolio, value $48,498,723.

    13F-HR 0001410833-26-000003 filed by Night Owl Capital Management, 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 157,311 shares
    Change vs previous 13F +1,507 shares

    4.79% of the 13F portfolio, value $43,935,395.

    13F-HR 0001410833-25-000008 filed by Night Owl Capital Management, 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 155,804 shares
    Change vs previous 13F +4,748 shares

    4.08% of the 13F portfolio, value $35,288,052.

    13F-HR 0001410833-25-000006 filed by Night Owl Capital Management, 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 151,056 shares
    Change vs previous 13F +5,968 shares

    3.13% of the 13F portfolio, value $25,075,299.

    13F-HR 0001410833-25-000005 filed by Night Owl Capital Management, LLC
    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 145,088 shares
    Change vs previous 13F -60,507 shares

    3.7% of the 13F portfolio, value $28,653,433.

    13F-HR 0001410833-25-000002 filed by Night Owl Capital Management, LLC
    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 205,595 shares
    Change vs previous 13F not available

    4.88% of the 13F portfolio, value $35,705,687.

    13F-HR 0001410833-24-000012 filed by Night Owl Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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