SEC 13F Intelligence

Kadensa Capital Ltd / TSM

Kadensa Capital Ltd’s Taiwan Semiconductor Manufac Position

Does Kadensa Capital Ltd own Taiwan Semiconductor Manufac (TSM)? Yes — 157.3K shares worth $53M (+7.40% of its 13F portfolio) as of Q1 2026, down from 197.6K shares the prior filed quarter.

Position Value
$53M
Q1 2026
Shares
157.3K
% of Portfolio
+7.40%
Quarters Held
4
currently held

Position History TSM

Reported value by quarter
Q2 ’25: $7MQ2 ’25Q3 ’25: $47MQ3 ’25Q4 ’25: $60MQ4 ’25Q1 ’26: $53MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 2026157.3K$53M+7.40%
Q4 2025197.6K$60M+6.23%
Q3 2025169.4K$47M+4.87%
Q2 202532.7K$7M+1.18%

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