Skip to content
Disclosery

Third Point LLC: TSM position timeline

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

Third Point LLC held 460,000 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 460,000 shares
    Change vs previous 13F +185,000 shares

    4.72% of the 13F portfolio, value $219,682,200.

    13F-HR 0001040273-26-000003 filed by Third Point 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 275,000 shares
    Change vs previous 13F -150,000 shares

    4.46% of the 13F portfolio, value $92,936,250.

    13F-HR 0001040273-26-000002 filed by Third Point 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 425,000 shares
    Change vs previous 13F -675,000 shares

    1.78% of the 13F portfolio, value $129,153,250.

    13F-HR 0001040273-26-000001 filed by Third Point 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 1,100,000 shares
    Change vs previous 13F -330,000 shares

    3.67% of the 13F portfolio, value $307,219,000.

    13F-HR 0001040273-25-000003 filed by Third Point 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 1,430,000 shares
    Change vs previous 13F -350,000 shares

    4.25% of the 13F portfolio, value $323,880,700.

    13F-HR 0001085146-25-005277 filed by Third Point 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 1,780,000 shares
    Change vs previous 13F 0 shares

    4.64% of the 13F portfolio, value $295,480,000.

    13F-HR 0001085146-25-003337 filed by Third Point 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 1,780,000 shares
    Change vs previous 13F 0 shares

    4.72% of the 13F portfolio, value $351,532,200.

    13F-HR 0001085146-25-001713 filed by Third Point 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 1,780,000 shares
    Change vs previous 13F not available

    4.16% of the 13F portfolio, value $309,132,600.

    13F-HR 0001085146-24-005927 filed by Third Point LLC
    Filed (acceptance time not in the bulk data set), ingested

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