Value Star Asset Management (Hong Kong) Ltd TSM — TAIWAN SEMICONDUCTOR MFG LTD

Ownership history in Value Star Asset Management (Hong Kong) Ltd  ·  11 quarters on record

AI Ownership Summary

Value Star Asset Management (Hong Kong) Ltd reported TAIWAN SEMICONDUCTOR MFG LTD (TSM) in 11 quarterly 13F filings from 2024 Q1 through 2025 Q3. Peak portfolio weight reached 17.02% in 2025 Q3. The latest visible filing shows TSM at 17.02% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this TSM ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Value Star Asset Management (Hong Kong) Ltd's position in TAIWAN SEMICONDUCTOR MFG LTD, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q3

TSM was reported at 17.02% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
17.02% in 2025 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q1 to 2025 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

TSM stock page Value Star Asset Management (Hong Kong) Ltd fund profile Value Star Asset Management (Hong Kong) Ltd full holdings
How Value Star Asset Management (Hong Kong) Ltd held TSM — position size vs. price
% of Fund (quarterly)    TSM price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 7 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 ADDED — — — 30,000 +15,000 +100.0% 17.02% $8.4M 2025-11-14 (Est.) $282.59
2025 Q2 ADDED — — — 15,000 +5,000 +50.0% 10.46% $3.4M 2025-07-31 $238.98
2025 Q1 REDUCED 37.5% +36.9% ❌ 10,000 -6,000 -37.5% 10.15% $1.7M 2025-04-23 $155.52
2024 Q4 UNCHANGED — — — 16,000 — 0% 9.97% $3.2M 2025-02-07 $202.33
2024 Q3 REDUCED 38.5% +15.8% ❌ 16,000 -10,000 -38.5% 10.42% $2.8M 2024-10-17 $201.42
2024 Q2 ADDED — — — 26,000 +8,000 +44.4% 1.67% $4.5M 2024-07-25 $156.26
2024 Q1 REDUCED 47.1% +27.1% ❌ 18,000 -16,000 -47.1% 0.84% $2.4M 2024-05-08 $139.56
4 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding TSM

As of 2026 Q2 — sorted by position size

Eleva Capital SAS 1.89% PVG ASSET MANAGEMENT CORP 3Y 7Y 1.57% Hilltop National Bank 1.54% SWP Investment Management LLC 0.93% Marathon Mission, Inc. 3Y 0.79% Trust Co of the South 0.54% Box Hill Private Wealth LLC 0.51% Miller Global Investments, LLC 0.45% KERR FINANCIAL PLANNING Corp 0.41% Roxbury Financial LLC 0.31%

FAQ About Value Star Asset Management (Hong Kong) Ltd and TSM

These are the practical questions this page is built to answer before you even open the full history table.

How long has Value Star Asset Management (Hong Kong) Ltd reported owning TSM?

Value Star Asset Management (Hong Kong) Ltd reported TSM across 7 quarterly 13F filings, from 2024 Q1 through 2025 Q3.

What was the largest reported TSM position in Value Star Asset Management (Hong Kong) Ltd's portfolio?

The largest reported portfolio weight for TSM was 17.02% in 2025 Q3.

What is the latest reported TSM position on this page?

The most recent filing on this page is 2025 Q3, when Value Star Asset Management (Hong Kong) Ltd reported 30,000 shares, equal to 17.02% of portfolio, with an estimated market value of $8.4M.

What does the chart on this TSM ownership page compare?

The chart compares Value Star Asset Management (Hong Kong) Ltd's quarterly TSM portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Value Star Asset Management (Hong Kong) Ltd time their TSM position?

Based on 13F filing dates vs. subsequent TSM price moves, Value Star Asset Management (Hong Kong) Ltd correctly timed 5 out of 9 reported position changes (56%). The annualised alpha on TSM relative to SPY over the holding period was +20.7%.

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