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Disclosery

XN LP: TSM position timeline

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

XN LP held 498,690 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 498,690 shares
    Change vs previous 13F -72,388 shares

    6.27% of the 13F portfolio, value $238,159,383.

    13F-HR 0001172661-26-003624 filed by XN LP
    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 571,078 shares
    Change vs previous 13F -242,788 shares

    7.09% of the 13F portfolio, value $192,995,810.

    13F-HR 0001172661-26-002089 filed by XN LP
    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 813,866 shares
    Change vs previous 13F -68,889 shares

    6.93% of the 13F portfolio, value $247,325,739.

    13F-HR 0001172661-26-001037 filed by XN LP
    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 882,755 shares
    Change vs previous 13F -45,319 shares

    7.25% of the 13F portfolio, value $246,544,644.

    13F-HR 0001172661-25-004726 filed by XN LP
    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 928,074 shares
    Change vs previous 13F -37,324 shares

    7.34% of the 13F portfolio, value $210,199,480.

    13F-HR 0001172661-25-003299 filed by XN LP
    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 965,398 shares
    Change vs previous 13F +849,729 shares

    7.29% of the 13F portfolio, value $160,256,068.

    13F-HR 0001172661-25-001940 filed by XN LP
    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 115,669 shares
    Change vs previous 13F not available

    1% of the 13F portfolio, value $22,843,471.

    13F-HR 0001172661-25-000887 filed by XN LP
    Filed (acceptance time not in the bulk data set), ingested

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