Stockbridge Partners LLC: TAIWAN SEMIC-ADR (TSM): Quarterly 13F Position History
As of Q1 2026, Stockbridge Partners LLC reported 2,151,675 shares of TAIWAN SEMIC-ADR (TSM), worth $727.2M and representing 17.6% of its 13F equity book. Quarter-over-quarter share count change: + 30,755 (+1.5%) . The position first appeared in Q1 2025 and has been disclosed across 5 13F-HR filings in Pactolio's tracked window.
- 2,151,675Shares Held (Latest Filing)
- $727.2MReported Market Value (Latest Filing)
- 17.6%Portfolio Weight (% of 13F Equity Book)
- +30,755Quarter-over-Quarter Share Change
- +$82.6MQuarter-over-Quarter Value Change
- 2,218,034Peak Reported Shares (Historical)
Quarterly 13F-HR Disclosure History Source: SEC 13F-HR filings, 5 quarter s
| Quarter | Shares | QoQ Share Change | Share Change (%) | Market Value | Weight | Implied Price |
|---|---|---|---|---|---|---|
| Q1 2026 | 2,151,675 | +30,755 | +1.5% | $727.2M | 17.6% | $337.9 |
| Q4 2025 | 2,120,920 | 7,533 | -0.4% | $644.5M | 14.2% | $303.9 |
| Q3 2025 | 2,128,453 | 89,581 | -4.0% | $594.5M | 11.5% | $279.3 |
| Q2 2025 | 2,218,034 | +1,276,373 | +135.5% | $502.4M | 9.8% | $226.5 |
| Q1 2025 | 941,661 | — | — | $156.3M | 3.5% | $166.0 |
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, not the manager's cost basis. See the full methodology document for the normalization rules.
When did Stockbridge Partners LLC first disclose a TSM position in 13F-HR filings?
Stockbridge Partners LLC first reported TAIWAN SEMIC-ADR (TSM) on its 13F-HR filing for the period ending 2025-03-31 (Q1 2025). The position has appeared on 5 reported quarters within Pactolio's tracked window.
What was Stockbridge Partners LLC's most recent quarter-over-quarter share-count change in TSM?
Between Q4 2025 and Q1 2026, Stockbridge Partners LLC added 30,755 shares of TSM (+1.5%), bringing the total reported position to 2,151,675 shares at a market value of $727.2M.
Does the implied price-per-share represent Stockbridge Partners 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.