E20 Capital Ltd: TAIWAN SEMIC-ADR (TSM): Quarterly 13F Position History
As of Q1 2026, E20 Capital Ltd reported 113,247 shares of TAIWAN SEMIC-ADR (TSM), worth $38.3M and representing 3.6% of its 13F equity book. Quarter-over-quarter share count change: + 97,397 (+614.5%) . The position first appeared in Q4 2025 and has been disclosed across 2 13F-HR filings in Pactolio's tracked window.
- 113,247Shares Held (Latest Filing)
- $38.3MReported Market Value (Latest Filing)
- 3.6%Portfolio Weight (% of 13F Equity Book)
- +97,397Quarter-over-Quarter Share Change
- +$33.5MQuarter-over-Quarter Value Change
- 113,247Peak Reported Shares (Historical)
Recent initiation: E20 Capital Ltd first reported TSM on the Q4 2025 filing — fewer than three quarters of history are available.
Quarterly 13F-HR Disclosure History Source: SEC 13F-HR filings, 2 quarter s
| Quarter | Shares | QoQ Share Change | Share Change (%) | Market Value | Weight | Implied Price |
|---|---|---|---|---|---|---|
| Q1 2026 | 113,247 | +97,397 | +614.5% | $38.3M | 3.6% | $337.9 |
| Q4 2025 | 15,850 | — | — | $4.8M | 1.7% | $303.9 |
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, not the manager's cost basis. See the full methodology document for the normalization rules.
When did E20 Capital Ltd first disclose a TSM position in 13F-HR filings?
E20 Capital Ltd first reported TAIWAN SEMIC-ADR (TSM) on its 13F-HR filing for the period ending 2025-12-31 (Q4 2025). The position has appeared on 2 reported quarters within Pactolio's tracked window.
What was E20 Capital Ltd's most recent quarter-over-quarter share-count change in TSM?
Between Q4 2025 and Q1 2026, E20 Capital Ltd added 97,397 shares of TSM (+614.5%), bringing the total reported position to 113,247 shares at a market value of $38.3M.
Does the implied price-per-share represent E20 Capital Ltd'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.