Dorsal Capital Management, LP: TAIWAN SEMICONDUCTOR MANUFAC (TSM): Quarterly 13F Position History
As of Q2 2026, Dorsal Capital Management, LP reported 570,000 shares of TAIWAN SEMICONDUCTOR MANUFAC (TSM), worth $272.2M and representing 9.8% of its 13F equity book. Quarter-over-quarter share count change: 155,000 (-21.4%) . The position first appeared in Q4 2024 and has been disclosed across 7 13F-HR filings in Pactolio's tracked window.
- 570,000Shares Held (Latest Filing)
- $272.2MReported Market Value (Latest Filing)
- 9.8%Portfolio Weight (% of 13F Equity Book)
- 155,000Quarter-over-Quarter Share Change
- +$27.2MQuarter-over-Quarter Value Change
- 1,075,000Peak Reported Shares (Historical)
Quarterly 13F-HR Disclosure History Source: SEC 13F-HR filings, 7 quarter s
| Quarter | Shares | QoQ Share Change | Share Change (%) | Market Value | Weight | Implied Price |
|---|---|---|---|---|---|---|
| Q2 2026 | 570,000 | 155,000 | -21.4% | $272.2M | 9.8% | $477.6 |
| Q1 2026 | 725,000 | 200,000 | -21.6% | $245.0M | 9.7% | $337.9 |
| Q4 2025 | 925,000 | 0 | – | $281.1M | 9.9% | $303.9 |
| Q3 2025 | 925,000 | 150,000 | -14.0% | $258.3M | 7.0% | $279.3 |
| Q2 2025 | 1,075,000 | +75,000 | +7.5% | $243.5M | 6.9% | $226.5 |
| Q1 2025 | 1,000,000 | +550,000 | +122.2% | $166.0M | 5.4% | $166.0 |
| Q4 2024 | 450,000 | – | – | $88.9M | 2.7% | $197.5 |
Methodology & FAQ
How This Position History Is Sourced
Each row is one SEC Form 13F-HR filing disclosing this position. Share count, market value, and reported quarter are taken verbatim from the filing; portfolio weight is recomputed against the same filing's total reported equity book. Implied price-per-share is market value divided by shares, a quarter-end mark rather than the manager's cost basis. See the full methodology document for the normalization rules.
When did Dorsal Capital Management, LP first disclose a TSM position in 13F-HR filings?
Dorsal Capital Management, LP first reported TAIWAN SEMICONDUCTOR MANUFAC (TSM) on its 13F-HR filing for the period ending 2024-12-31 (Q4 2024). The position has appeared on 7 reported quarters within Pactolio's tracked window.
What was Dorsal Capital Management, LP's most recent quarter-over-quarter share-count change in TSM?
Between Q1 2026 and Q2 2026, Dorsal Capital Management, LP reduced its TSM position by 155,000 shares (-21.4%), leaving 570,000 shares at a market value of $272.2M.
Does the implied price-per-share represent Dorsal Capital Management, LP's cost basis in TSM?
No. The implied price-per-share column is the 13F-HR reported market value divided by reported share count on the filing date (end of quarter). It is a quarter-end mark, not a cost basis or transaction price. Use it as a sanity check on the value column, not as an indicator of the manager's entry or exit price.