Holdings
Ls Opportunity Fund
As of May 31, 2026, Ls Opportunity Fund reported 35 positions worth US$79.5M. Largest: Microsoft Corp., Alphabet Inc (google) Class C and Taiwan Semiconductor Manufacturing Co., Ltd. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Microsoft Corp. | 14,096 | US$6.35M | +9,096 | May 31, 2026 |
| Alphabet Inc (google) Class C | 13,114 | US$4.99M | +4,114 | May 31, 2026 |
| Taiwan Semiconductor Manufacturing Co., Ltd. | 75,074 | US$4.95M | new | May 31, 2026 |
| Apple Inc | 14,484 | US$4.52M | new | May 31, 2026 |
| Lam Research Corporation | 13,729 | US$4.37M | new | May 31, 2026 |
| Meta Platforms, Inc. | 6,261 | US$3.96M | new | May 31, 2026 |
| Amazon.com, Inc. | 12,814 | US$3.47M | new | May 31, 2026 |
| Johnson & Johnson | 15,139 | US$3.41M | +1,139 | May 31, 2026 |
| Texas Instruments Incorporated | 10,642 | US$3.25M | new | May 31, 2026 |
| Broadcom Inc. | 6,778 | US$3.03M | new | May 31, 2026 |