Varenne Capital Partners: TSM position timeline

Varenne Capital Partners held 153,341 TSM shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

1. period ended2026-06-30

   13F 153,341 shares

   Change vs previous 13F -31,266 shares

   12.28% of the 13F portfolio, value $73,179,806.

   13F-HR 0000945621-26-000997 filed by Varenne Capital Partners
   Filed 2026-08-10 (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 184,607 shares

   Change vs previous 13F +1,862 shares

   15.53% of the 13F portfolio, value $62,582,948.

   13F-HR 0000945621-26-000681 filed by Varenne Capital Partners
   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 182,745 shares

   Change vs previous 13F +182,745 shares

   11.56% of the 13F portfolio, value $55,559,487.

   13F-HR 0000945621-26-000325 filed by Varenne Capital Partners
   Filed 2026-02-17 (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 0 shares

   Change vs previous 13F -132,480 shares

   13F-HR 0000945621-25-001070 filed by Varenne Capital Partners
   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).

   Exited: the 13F for this period no longer lists the position.

5. period ended2025-06-30

   13F 132,480 shares

   Change vs previous 13F not available

   7.57% of the 13F portfolio, value $30,005,395.

   13F-HR 0000945621-25-000733 filed by Varenne Capital Partners
   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).