Ownership history in Value Aligned Research Advisors, LLC · 18 quarters on record
This page tracks every 13F SEC filing in which Value Aligned Research Advisors, LLC reported a position in TAIWAN SEMICONDUCTOR MFG LTD (TSM). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | REDUCED | 680 | -1,296,620 | -99.9% | 0.00% | $207K | $303.04 |
| 2025 Q4 | REDUCED | 1,297,300 | -530,700 | -29.0% | 3.96% | $394.2M | $303.04 |
| 2025 Q4 | ADDED | 1,828,000 | +1,827,320 | +268723.5% | 5.59% | $555.5M | $303.04 |
| 2025 Q3 | REDUCED | 680 | -10,205 | -93.8% | 0.00% | $190K | $277.76 |
| 2025 Q3 | REDUCED | 10,885 | -7,395 | -40.5% | 4.45% | $304.0M | $277.76 |
| 2025 Q3 | ADDED | 18,280 | +17,776 | +3527.0% | 7.48% | $510.5M | $277.76 |
| 2025 Q2 | REDUCED | 504 | -787,096 | -99.9% | 0.00% | $114K | $224.54 |
| 2025 Q2 | REDUCED | 787,600 | -545,900 | -40.9% | 3.77% | $178.4M | $224.54 |
| 2025 Q2 | ADDED | 1,333,500 | +1,216,400 | +1038.8% | 6.38% | $302.0M | $224.54 |
| 2025 Q1 | ADDED | 117,100 | +109,151 | +1373.1% | 1.42% | $19.4M | $163.97 |
As of 2025 Q4 — sorted by position size