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Sheets Smith Investment Management Historic Quarter Change: Foreign Stocks, Added

Sheets Smith Investment Management historic quarter change: Foreign Stocks, Added

In share positions in stocks (depositary receipts and foreign shares traded over the counter), over 3 quarters from 2024-12-31 to 2025-09-30, Sheets Smith Investment Management opened 3 positions, added to 2, reduced 2 and sold out of 0.

  • Q3 2025: Stock TSM; Country of operation —; Class SPONSORED ADS; Shares before 5,870.
  • Q2 2025: Stock SE; Country of operation Singapore; Class SPONSORD ADS; Shares before 8,067.

Each consecutive pair of Form 13F-HR filings compared (SEC CIK 1785199), 3 quarters: Q3 2025 (2025-06-30 to 2025-09-30, filed 2025-10-08); Q2 2025 (2025-03-31 to 2025-06-30, filed 2025-10-08); Q1 2025 (2024-12-31 to 2025-03-31, filed 2025-06-12). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move. Only the filings held here are compared; the firm's 13F-HR filings go back to the quarter ended 2020-12-31.

QuarterStockCountry of operationClassShares beforeShares afterShare changeValue beforeValue afterValue changeFiled
Q3 2025TSM
TAIWAN SEMICONDUCTOR MFG LTD
SPONSORED ADS5,8705,917+47$1,329,496$1,652,559+$323,0632025-10-08
Q2 2025SE
SEA LTD
SingaporeSPONSORD ADS8,0678,078+11$1,052,663$1,291,995+$239,3322025-10-08

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