Voyager Global Management LP — TAIWAN SEMICONDUCTOR MANUFAC TSM: Quarterly 13F Position History
Voyager Global Management LP has reported TAIWAN SEMICONDUCTOR MANUFAC (TSM) on 12 13F-HR filings in Pactolio's tracked window, first appearing in Q2 2023. As of Q1 2026, the position is sized at 1,150,000 shares ($388.6M market value, 13.22% of the equity book). Quarter-over-quarter share count change: 75,000 (-6.1%) .
- 1,150,000Shares Held (Latest Filing)
- $388.6MReported Market Value (Latest Filing)
- 13.22%Portfolio Weight (% of 13F Equity Book)
- 75,000Quarter-over-Quarter Share Change
- +$16.4MQuarter-over-Quarter Value Change
- 2,125,000Peak Reported Shares (Historical)
Quarterly 13F-HR Disclosure History Source: SEC 13F-HR filings, 12 quarter s
| Quarter | Shares | QoQ Share Change | Share Change (%) | Market Value | Weight | Implied Price |
|---|---|---|---|---|---|---|
| Q1 2026 | 1,150,000 | 75,000 | -6.1% | $388.6M | 13.22% | $337.95 |
| Q4 2025 | 1,225,000 | +50,000 | +4.3% | $372.3M | 10.89% | $303.89 |
| Q3 2025 | 1,175,000 | 275,000 | -19.0% | $328.2M | 9.61% | $279.29 |
| Q2 2025 | 1,450,000 | 575,000 | -28.4% | $328.4M | 11.79% | $226.49 |
| Q1 2025 | 2,025,000 | +650,000 | +47.3% | $336.1M | 14.98% | $166.00 |
| Q4 2024 | 1,375,000 | 100,000 | -6.8% | $271.5M | 10.84% | $197.49 |
| Q3 2024 | 1,475,000 | +325,000 | +28.3% | $256.2M | 11.09% | $173.67 |
| Q2 2024 | 1,150,000 | +50,000 | +4.5% | $199.9M | 8.92% | $173.81 |
| Q1 2024 | 1,100,000 | 1,025,000 | -48.2% | $149.7M | 7.23% | $136.05 |
| Q4 2023 | 2,125,000 | +300,000 | +16.4% | $221.0M | 10.56% | $104.00 |
| Q3 2023 | 1,825,000 | +1,250,000 | +217.4% | $158.6M | 7.44% | $86.90 |
| Q2 2023 | 575,000 | — | — | $58.0M | 2.82% | $100.92 |
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 Voyager Global Management LP first disclose a TSM position in 13F-HR filings?
Voyager Global Management LP first reported TAIWAN SEMICONDUCTOR MANUFAC (TSM) on its 13F-HR filing for the period ending 2023-06-30 (Q2 2023). The position has appeared on 12 reported quarters within Pactolio's tracked window.
What was Voyager Global Management LP's most recent quarter-over-quarter share-count change in TSM?
Between Q4 2025 and Q1 2026, Voyager Global Management LP reduced its TSM position by 75,000 shares (-6.1%), leaving 1,150,000 shares at a market value of $388.6M.
Does the implied price-per-share represent Voyager Global 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.