SEC 13F Intelligence

Valliance Asset Management Ltd / TSM

Valliance Asset Management Ltd’s Taiwan Semiconductor Manufac Position

Does Valliance Asset Management Ltd own Taiwan Semiconductor Manufac (TSM)? Not currently — the last reported position was 25.0K shares worth $4M in Q2 2024; the fund’s latest 13F (Q1 2026) no longer reports it.

Position Value
$4M
Q2 2024
Shares
25.0K
% of Portfolio
+6.59%
Quarters Held
4
position exited

Position History TSM

Reported value by quarter
Q4 ’22: $10MQ4 ’22Q1 ’23: $4MQ1 ’23Q2 ’23: $4MQ2 ’23Q2 ’24: $4MQ2 ’24filingsflow.com
QuarterSharesValue% of Portfolio
Q2 202425.0K$4M+6.59%
Q2 202339.6K$4M+63.89%
Q1 202339.6K$4M+6.58%
Q4 2022135.1K$10M+14.27%

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