What smart money is saying about Touch Ventures Limited
TVL.AX
No fund has written a full thesis on Touch Ventures Limited in our archive, but 2 fund letters report a position in it, most recently Touch Ventures Investment Holding Company in October 2026.
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2
Reported positions
0
Bought
0
Sold
2
Letters
Position history
Between Q3 2026 and Q4 2026, 2 fund letters reported a position in Touch Ventures Limited, with no move described.
| Quarter | Letters | Bought | Sold | Theses |
|---|---|---|---|---|
| Q4 2026 | 1 | 0 | 0 | 0 |
| Q3 2026 | 1 | 0 | 0 | 0 |
Bought and Sold count moves: the same sentence published by several funds of one house in a quarter counts once.
Fund activity · 2 positions
- HoldsTouch Ventures Investment Holding CompanyOctober 2026
“12 November 2026 Touch Ventures Limited (ASX: TVL) Net Tangible Asset Backing Position: 31 October 2026 Current Month Prior Month Net Tangible Asset Backing $74.3m $74.7m Net Tangible Asset Backing per share1 $0.105 $0.105 Net Tangible Asset (NTA) Breakdown At 31 October 2026, Touch Ventures had an asset backing of $74.3m equating to 10.5 cents per share:2 • $50.9m of Portfolio Value (7.2 cents per share), making up ~69% of the net asset value; and • $23.4m of Net Cash3 (3.3 cents per share), making up ~31% of the net asset value. The closing ASX share price as at 30 October 2026 was 5.7 cents per share, which represents a ~46% discount to the net asset value per share (10.5 cents per share). 1. NTA figures are unaudited and no adjustments have been made for future exercises of options or performance rights, future tax liabilities/benefits or end of period accounting adjustments. 2. Closing ASX share price as at 30 October 2026 (the last trading day of the month). 3. Net Cash includes $16.0 million of cash and $7.5 million of term deposits, less $0.1 million of net working capital items. For personal use only 2 Movements in the October Net Tangible Asset Backing (NTA) Movements in the NTA relate to the non-cash decrease of $0.3m related to unrealised foreign currency adjustments of investments denominated in foreign currencies, and $0.1m of operating expenses. Executive Summary Touch Ventures Limited (Touch Ventures) closed October with Net Tangible Assets (NTA) of $74.3m (10.5 cents per share), broadly in line with September.”
Touch Ventures Limited - HoldsTouch Ventures LimitedSeptember 2026
“Touch Ventures Limited (ASX: TVL) Net Tangible Asset Backing Position: 30 September 2026”
Touch Ventures Limited
Read the letters behind these Touch Ventures Limited positions
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