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Disclosery

Situational Awareness LP: TSM position timeline

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

Situational Awareness LP held 2,649,035 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 2,649,035 shares
    Change vs previous 13F +2,604,189 shares

    6.27% of the 13F portfolio, value $1,265,099,645.

    13F-HR 0000935836-26-000418 filed by Situational Awareness 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 44,846 shares
    Change vs previous 13F not available

    0.2% of the 13F portfolio, value $15,155,706.

    13F-HR 0002038540-26-000004 filed by Situational Awareness Partners LP
    Filed (acceptance time not in the bulk data set), ingested

    • Situational Awareness Partners LP: 22,423 shares
    • Situational Awareness LP: 22,423 shares

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