LIGHT STREET CAPITAL MANAGEMENT, LLC: TAIWAN SEMICONDUCTOR MANUFAC (TSM): Quarterly 13F Position History
As of Q2 2026, LIGHT STREET CAPITAL MANAGEMENT, LLC reported 225,949 shares of TAIWAN SEMICONDUCTOR MANUFAC (TSM), worth $107.9M and representing 12.7% of its 13F equity book. Quarter-over-quarter share count change: 1,636 (-0.7%) . The position first appeared in Q1 2023 and has been disclosed across 14 13F-HR filings in Pactolio's tracked window.
- 225,949Shares Held (Latest Filing)
- $107.9MReported Market Value (Latest Filing)
- 12.7%Portfolio Weight (% of 13F Equity Book)
- 1,636Quarter-over-Quarter Share Change
- +$31.0MQuarter-over-Quarter Value Change
- 381,489Peak Reported Shares (Historical)
Quarterly 13F-HR Disclosure History Source: SEC 13F-HR filings, 14 quarter s
| Quarter | Shares | QoQ Share Change | Share Change (%) | Market Value | Weight | Implied Price |
|---|---|---|---|---|---|---|
| Q2 2026 | 225,949 | 1,636 | -0.7% | $107.9M | 12.7% | $477.6 |
| Q1 2026 | 227,585 | 40,807 | -15.2% | $76.9M | 15.5% | $337.9 |
| Q4 2025 | 268,392 | 20,703 | -7.2% | $81.6M | 12.6% | $303.9 |
| Q3 2025 | 289,095 | 69,662 | -19.4% | $80.7M | 13.6% | $279.3 |
| Q2 2025 | 358,757 | +39,012 | +12.2% | $81.3M | 16.6% | $226.5 |
| Q1 2025 | 319,745 | 21,409 | -6.3% | $53.1M | 17.2% | $166.0 |
| Q4 2024 | 341,154 | 5,350 | -1.5% | $67.4M | 13.9% | $197.5 |
| Q3 2024 | 346,504 | +4,702 | +1.4% | $60.2M | 14.9% | $173.7 |
| Q2 2024 | 341,802 | +6,932 | +2.1% | $59.4M | 14.3% | $173.8 |
| Q1 2024 | 334,870 | +103,770 | +44.9% | $45.6M | 11.4% | $136.1 |
| Q4 2023 | 231,100 | +133,636 | +137.1% | $24.0M | 7.2% | $104.0 |
| Q3 2023 | 97,464 | 152,174 | -61.0% | $8.5M | 2.5% | $86.9 |
| Q2 2023 | 249,638 | 131,851 | -34.6% | $25.2M | 6.7% | $100.9 |
| Q1 2023 | 381,489 | – | – | $35.5M | 8.7% | $93.0 |
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 LIGHT STREET CAPITAL MANAGEMENT, LLC first disclose a TSM position in 13F-HR filings?
LIGHT STREET CAPITAL MANAGEMENT, LLC first reported TAIWAN SEMICONDUCTOR MANUFAC (TSM) on its 13F-HR filing for the period ending 2023-03-31 (Q1 2023). The position has appeared on 14 reported quarters within Pactolio's tracked window.
What was LIGHT STREET CAPITAL MANAGEMENT, LLC's most recent quarter-over-quarter share-count change in TSM?
Between Q1 2026 and Q2 2026, LIGHT STREET CAPITAL MANAGEMENT, LLC reduced its TSM position by 1,636 shares (-0.7%), leaving 225,949 shares at a market value of $107.9M.
Does the implied price-per-share represent LIGHT STREET CAPITAL MANAGEMENT, LLC'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.