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Value Aligned Research Advisors, LLC: TSM position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Value Aligned Research Advisors, LLC on TSM, newest first. How the timeline and the estimate are built.

Value Aligned Research Advisors, LLC held 1,007,480 TSM shares at 2026-06-30 per its 13F-HR filed 2026-08-17.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,007,480 shares
    Change vs previous 13F +1,006,800 shares

    2.88% of the 13F portfolio, value $481,142,224.

    13F-HR 0001963565-26-000005 filed by Value Aligned Research Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 680 shares
    Change vs previous 13F 0 shares

    <0.01% of the 13F portfolio, value $229,806.

    13F-HR 0001963565-26-000003 filed by Value Aligned Research Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 680 shares
    Change vs previous 13F 0 shares

    <0.01% of the 13F portfolio, value $206,645.

    13F-HR 0001963565-26-000002 filed by Value Aligned Research Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F/A 680 shares
    Change vs previous 13F +176 shares

    <0.01% of the 13F portfolio, value $189,917.

    13F-HR/A 0001963565-25-000005 filed by Value Aligned Research Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 504 shares
    Change vs previous 13F -7,445 shares

    0.01% of the 13F portfolio, value $114,151.

    13F-HR 0001085146-25-005297 filed by Value Aligned Research Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 7,949 shares
    Change vs previous 13F +6,579 shares

    0.11% of the 13F portfolio, value $1,319,534.

    13F-HR 0001085146-25-003278 filed by Value Aligned Research Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F/A 1,370 shares
    Change vs previous 13F -4,999 shares

    0.08% of the 13F portfolio, value $270,561.

    13F-HR/A 0001085146-25-001746 filed by Value Aligned Research Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 6,369 shares
    Change vs previous 13F not available

    0.35% of the 13F portfolio, value $1,350,285.

    13F-HR 0001085146-24-005462 filed by Value Aligned Research Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).