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WINDACRE PARTNERSHIP LLC: TSM position timeline

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

WINDACRE PARTNERSHIP LLC held 1,318,000 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 1,318,000 shares
    Change vs previous 13F -903,100 shares

    6.22% of the 13F portfolio, value $629,437,260.

    13F-HR 0001214659-26-010394 filed by WINDACRE PARTNERSHIP 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 2,221,100 shares
    Change vs previous 13F -262,000 shares

    8.03% of the 13F portfolio, value $750,620,745.

    13F-HR 0001214659-26-006480 filed by WINDACRE PARTNERSHIP 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 2,483,100 shares
    Change vs previous 13F -344,000 shares

    8.09% of the 13F portfolio, value $754,589,259.

    13F-HR 0001214659-26-001994 filed by WINDACRE PARTNERSHIP 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 2,827,100 shares
    Change vs previous 13F -114,000 shares

    9.88% of the 13F portfolio, value $789,580,759.

    13F-HR 0001214659-25-016647 filed by WINDACRE PARTNERSHIP 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 2,941,100 shares
    Change vs previous 13F +279,900 shares

    9.13% of the 13F portfolio, value $666,129,739.

    13F-HR 0001214659-25-012241 filed by WINDACRE PARTNERSHIP 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 2,661,200 shares
    Change vs previous 13F +125,000 shares

    6.62% of the 13F portfolio, value $441,759,200.

    13F-HR 0001214659-25-007847 filed by WINDACRE PARTNERSHIP 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 2,536,200 shares
    Change vs previous 13F -385,800 shares

    7.35% of the 13F portfolio, value $500,874,138.

    13F-HR 0001214659-25-002857 filed by WINDACRE PARTNERSHIP 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 2,922,000 shares
    Change vs previous 13F not available

    6.74% of the 13F portfolio, value $507,463,740.

    13F-HR 0001214659-24-019153 filed by WINDACRE PARTNERSHIP LLC
    Filed (acceptance time not in the bulk data set), ingested

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