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Disclosery

Carrhae Capital LLP: TSM position timeline

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

Carrhae Capital LLP held 414,556 TSM shares at 2026-06-30 per its 13F-HR filed 2026-07-15.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 414,556 shares
    Change vs previous 13F -144,324 shares

    13.05% of the 13F portfolio, value $197,979,509.

    13F-HR 0001172661-26-002627 filed by Carrhae 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 558,880 shares
    Change vs previous 13F -29,579 shares

    13.33% of the 13F portfolio, value $188,873,496.

    13F-HR 0001172661-26-001832 filed by Carrhae 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 588,459 shares
    Change vs previous 13F +392,127 shares

    11.92% of the 13F portfolio, value $178,826,806.

    13F-HR 0001172661-26-000520 filed by Carrhae 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/A 196,332 shares
    Change vs previous 13F -61,669 shares

    5.21% of the 13F portfolio, value $54,833,564.

    13F-HR/A 0001172661-25-005213 filed by Carrhae 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 258,001 shares
    Change vs previous 13F +258,001 shares

    5.59% of the 13F portfolio, value $58,434,646.

    13F-HR 0001172661-25-002883 filed by Carrhae 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 0 shares
    Change vs previous 13F -383,886 shares

    13F-HR 0001172661-25-001564 filed by Carrhae Capital LLP
    Filed (acceptance time not in the bulk data set), ingested

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

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

  7. period ended2024-12-31
    13F 383,886 shares
    Change vs previous 13F +20,623 shares

    8.96% of the 13F portfolio, value $75,813,646.

    13F-HR 0001172661-25-000666 filed by Carrhae 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 363,263 shares
    Change vs previous 13F not available

    7.21% of the 13F portfolio, value $63,087,885.

    13F-HR 0001172661-24-004304 filed by Carrhae Capital LLP
    Filed (acceptance time not in the bulk data set), ingested

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