SEC 13F Intelligence

Aspex Management (Hk) Ltd / TSM

Aspex Management (Hk) Ltd’s Taiwan Semiconductor Manufac Position

Does Aspex Management (Hk) Ltd own Taiwan Semiconductor Manufac (TSM)? Not currently — the last reported position was 1.75M shares worth $396M in Q2 2025; the fund’s latest 13F (Q1 2026) no longer reports it.

Position Value
$396M
Q2 2025
Shares
1.75M
% of Portfolio
+8.60%
Quarters Held
8
position exited

Position History TSM

Reported value by quarter
Q1 ’22: $162MQ1 ’22Q2 ’22: $307MQ2 ’22Q3 ’22: $219MQ3 ’22Q4 ’22: $186MQ4 ’22Q1 ’23: $162MQ1 ’23Q4 ’24: $105MQ4 ’24Q1 ’25: $396MQ1 ’25Q2 ’25: $396MQ2 ’25filingsflow.com
QuarterSharesValue% of Portfolio
Q2 20251.75M$396M+8.60%
Q1 20252.38M$396M+10.17%
Q4 2024531.3K$105M+2.84%
Q1 20231.74M$162M+3.98%
Q4 20222.49M$186M+5.12%
Q3 20223.20M$219M+6.47%
Q2 20223.75M$307M+7.68%
Q1 20221.55M$162M+6.39%

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