Light Street Capital Management — TSM
How Light Street Capital Management's position in Taiwan Semiconductor Manufacturing changed quarter by quarter. Change badges compare each quarter to the fund's immediately-prior filing.
- Quarters held
- 2
- First reported
- Q4 2025
- Latest value
- $76,912,351
- Latest weight
- 15.5%
- Peak weight
- 15.5%
- Shares since first
- -15.2%
Position Trend
Shares, value, and weight from first report to latest report.
Light Street Capital Management first reported 268,392 shares in Q4 2025 and most recently reported 227,585 shares in Q1 2026. Portfolio weight peaked at 15.5% in Q1 2026; the low reported weight was 12.6% in Q4 2025.
Since the first report, shares are -15.2% and reported value is -5.7%. Latest move: TRIM