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

3

First reported

Q4 2025

Latest value

$107,906,464

Latest weight

12%

Peak weight

14.4%

Shares since first

-15.8%

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 225,949 shares in Q2 2026. Portfolio weight peaked at 14.4% in Q1 2026; the low reported weight was 12% in Q2 2026.

Since the first report, shares are -15.8% and reported value is +32.3%. Latest move: TRIM