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Retrieved on: 2018-01-19 01:37:30
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<div>But the last few weeks have brought good news for his top two holdings – Sands China and Taiwan Semiconductor (<b>TSMC</b>). At the end of December, both companies made up 5.92% of the portfolio. In the intervening weeks Pidcock has added more to his positions, taking them up to 6.5% each. <b>TSMC's</b> ...</div>
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