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Disclosery

North of South Capital LLP: TSM position timeline

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

North of South Capital LLP held 330,957 TSM shares at 2026-06-30 per its 13F-HR filed 2026-07-30.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 330,957 shares
    Change vs previous 13F -76,420 shares

    11.63% of the 13F portfolio, value $158,055,134.

    13F-HR 0002033334-26-000003 filed by North of South Capital LLP
    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 407,377 shares
    Change vs previous 13F -46,403 shares

    12.37% of the 13F portfolio, value $137,673,057.

    13F-HR 0002033334-26-000002 filed by North of South Capital LLP
    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 453,780 shares
    Change vs previous 13F -2,565 shares

    12.39% of the 13F portfolio, value $137,899,204.

    13F-HR 0002033334-26-000001 filed by North of South Capital LLP
    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 456,345 shares
    Change vs previous 13F +10,748 shares

    12.25% of the 13F portfolio, value $127,452,595.

    13F-HR 0002033334-25-000007 filed by North of South Capital LLP
    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 445,597 shares
    Change vs previous 13F +4,790 shares

    10.61% of the 13F portfolio, value $100,923,265.

    13F-HR 0002033334-25-000003 filed by North of South Capital LLP
    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 440,807 shares
    Change vs previous 13F -75,597 shares

    8.17% of the 13F portfolio, value $73,173,962.

    13F-HR 0002033334-25-000002 filed by North of South Capital LLP
    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 516,404 shares
    Change vs previous 13F +70,362 shares

    12.39% of the 13F portfolio, value $101,984,626.

    13F-HR 0002033334-25-000001 filed by North of South Capital LLP
    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 446,042 shares
    Change vs previous 13F not available

    11.75% of the 13F portfolio, value $77,464,114.

    13F-HR 0002033334-24-000005 filed by North of South Capital LLP
    Filed (acceptance time not in the bulk data set), ingested

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