SEC 13F Intelligence

Stenham Asset Management Ltd / TSM

Stenham Asset Management Ltd’s Taiwan Semiconductor Manufac Position

Does Stenham Asset Management Ltd own Taiwan Semiconductor Manufac (TSM)? Yes — 22.5K shares worth $8M (+3.70% of its 13F portfolio) as of Q1 2026, up from 9.9K shares the prior filed quarter.

Position Value
$8M
Q1 2026
Shares
22.5K
% of Portfolio
+3.70%
Quarters Held
10
currently held

Position History TSM

Reported value by quarter
Q4 ’20: $16MQ4 ’20Q1 ’21: $23MQ2 ’21: $24MQ2 ’21Q3 ’21: $19MQ4 ’21: $16MQ4 ’21Q1 ’25: $10MQ2 ’25: $10MQ2 ’25Q3 ’25: $2MQ4 ’25: $3MQ4 ’25Q1 ’26: $8Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 202622.5K$8M+3.70%
Q4 20259.9K$3M+1.50%
Q3 20257.7K$2M+1.24%
Q2 202543.1K$10M+4.25%
Q1 202558.9K$10M+3.98%
Q4 2021132.6K$16M+10.42%
Q3 2021173.3K$19M+12.61%
Q2 2021202.0K$24M+14.89%
Q1 2021191.8K$23M+15.99%
Q4 2020144.5K$16M+13.25%

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