HARVARD MANAGEMENT CO INC — TAIWAN SEMICONDUCTOR MANUFAC TSM: Quarterly 13F Position History
HARVARD MANAGEMENT CO INC has reported TAIWAN SEMICONDUCTOR MANUFAC (TSM) on 18 13F-HR filings in Pactolio's tracked window, first appearing in Q4 2021. As of Q1 2026, the position is sized at 686,796 shares ($232.1M market value, 12.78% of the equity book). Quarter-over-quarter share count change: + 380,000 (+123.9%) .
- 686,796Shares Held (Latest Filing)
- $232.1MReported Market Value (Latest Filing)
- 12.78%Portfolio Weight (% of 13F Equity Book)
- +380,000Quarter-over-Quarter Share Change
- +$138.9MQuarter-over-Quarter Value Change
- 686,796Peak Reported Shares (Historical)
Quarterly 13F-HR Disclosure History Source: SEC 13F-HR filings, 18 quarter s
| Quarter | Shares | QoQ Share Change | Share Change (%) | Market Value | Weight | Implied Price |
|---|---|---|---|---|---|---|
| Q1 2026 | 686,796 | +380,000 | +123.9% | $232.1M | 12.78% | $337.95 |
| Q4 2025 | 306,796 | +95,006 | +44.9% | $93.2M | 4.48% | $303.89 |
| Q3 2025 | 211,790 | +211,790 | — | $59.2M | 2.81% | $279.29 |
| Q2 2025 | 0 | 0 | — | $0 | 0.00% | — |
| Q1 2025 | 0 | 434,790 | -100.0% | $0 | 0.00% | — |
| Q4 2024 | 434,790 | 54,000 | -11.0% | $85.9M | 5.08% | $197.49 |
| Q3 2024 | 488,790 | 62,200 | -11.3% | $84.9M | 4.88% | $173.67 |
| Q2 2024 | 550,990 | +348,643 | +172.3% | $95.8M | 5.77% | $173.81 |
| Q1 2024 | 202,347 | 0 | — | $27.5M | 1.73% | $136.05 |
| Q4 2023 | 202,347 | 0 | — | $21.0M | 1.77% | $104.00 |
| Q3 2023 | 202,347 | 0 | — | $17.6M | 1.99% | $86.90 |
| Q2 2023 | 202,347 | +95,053 | +88.6% | $20.4M | 2.00% | $100.92 |
| Q1 2023 | 107,294 | 0 | — | $10.0M | 1.05% | $93.02 |
| Q4 2022 | 107,294 | 0 | — | $8.0M | 0.99% | $74.49 |
| Q3 2022 | 107,294 | 0 | — | $7.4M | 0.92% | $68.56 |
| Q2 2022 | 107,294 | +42,851 | +66.5% | $8.8M | 1.02% | $81.75 |
| Q1 2022 | 64,443 | 0 | — | $6.7M | 0.68% | $104.26 |
| Q4 2021 | 64,443 | — | — | $7.8M | 0.73% | $120.31 |
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 HARVARD MANAGEMENT CO INC first disclose a TSM position in 13F-HR filings?
HARVARD MANAGEMENT CO INC first reported TAIWAN SEMICONDUCTOR MANUFAC (TSM) on its 13F-HR filing for the period ending 2021-12-31 (Q4 2021). The position has appeared on 18 reported quarters within Pactolio's tracked window.
What was HARVARD MANAGEMENT CO INC's most recent quarter-over-quarter share-count change in TSM?
Between Q4 2025 and Q1 2026, HARVARD MANAGEMENT CO INC added 380,000 shares of TSM (+123.9%), bringing the total reported position to 686,796 shares at a market value of $232.1M.
Does the implied price-per-share represent HARVARD MANAGEMENT CO INC'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.