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Sands Capital Technology Innovators Fund's investment thesis on TSMC ($TAIWAN STOCK EXCHANGE-TSM) — Q3 2025 | Buyside Digest

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$TAIWAN STOCK EXCHANGE-TSMNASDAQTSMC

BULL

Sands Capital Technology Innovators Fund—TAIWAN STOCK EXCHANGE-TSM

Fund Letter

Q3 2025

Published September 30, 2025

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Price pending

—

—Pitched

Pending market quote

Market CapN/A

P/E (TTM)N/A

52-Wk RangeN/A

Div. YieldN/A

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From the Fund Letter

In the third quarter of 2025, global equities advanced but remained highly concentrated, with the U.S. contributing nearly 70% of gains. The Technology Innovators...

— Michael Clarke, Thomas Trentman

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