SEC 13F Intelligence

Bell Asset Management Ltd / TSM

Bell Asset Management Ltd’s Taiwan Semiconductor Manufac Position

Does Bell Asset Management Ltd own Taiwan Semiconductor Manufac (TSM)? Yes — 10.3K shares worth $3M (+1.02% of its 13F portfolio) as of Q1 2026, down from 11.6K shares the prior filed quarter.

Position Value
$3M
Q1 2026
Shares
10.3K
% of Portfolio
+1.02%
Quarters Held
5
currently held

Position History TSM

Reported value by quarter
Q1 ’25: $7MQ1 ’25Q2 ’25: $7MQ2 ’25Q3 ’25: $4MQ3 ’25Q4 ’25: $4MQ4 ’25Q1 ’26: $3MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 202610.3K$3M+1.02%
Q4 202511.6K$4M+0.95%
Q3 202514.8K$4M+1.13%
Q2 202529.3K$7M+1.46%
Q1 202544.3K$7M+1.35%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Bell Asset Management Ltd’s full portfolio or all institutional holders of TSM.