Several Institutional Investors Make Moves in Top Tech Stocks
Investors like L & S Advisors, Qsemble Capital, and Staley Capital have been actively buying or selling shares of Taiwan Semiconductor Manufacturing Company, while others like L & S Advisors and iA Global Asset Management have been investing in other top tech stocks including AMD, Tesla, and Cisco Systems.
Several institutional investors disclosed significant moves in top tech stocks in the latest 13F filing cycle.
L & S Advisors Inc. increased its stake in TSM Taiwan Semiconductor Manufacturing Company, while also initiating new positions in AMD Advanced Micro Devices and CSCO Cisco Systems. The firm simultaneously trimmed its holdings in Western Digital, suggesting a rotation toward higher-growth semiconductor and networking names.
Qsemble Capital Management LP opened a new stake in TSM while cutting its position in CRM Salesforce. Separately, Staley Capital Advisers sold TSM and Lam Research, redirecting capital into BA Boeing and AMD — a notable defense-meets-tech pivot.
iA Global Asset Management Inc. continued building positions in QCOM Qualcomm ($25.81 million position) and AMD ($38.13 million in CSCO Cisco). The aggregate institutional moves underscore ongoing confidence in semiconductor and enterprise tech despite elevated valuations.
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