Alkeon Capital Management’s TSMC TSM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$1.83B Sell
5,421,668
-17,000
-0.3% -$5.85M 3.08% 3
2025
Q4
$1.65B Buy
5,438,668
+175,000
+3% +$51.3M 2.62% 4
2025
Q3
$1.47B Sell
5,263,668
-300,000
-5% -$73.4M 2.16% 7
2025
Q2
$1.26B Sell
5,563,668
-587,309
-10% -$109M 2.1% 7
2025
Q1
$1.02B Sell
6,150,977
-17
-0% -$3.3K 2.13% 7
2024
Q4
$1.21B Sell
6,150,994
-50,000
-0.8% -$9.68M 2.47% 6
2024
Q3
$1.08B Sell
6,200,994
-2,213,505
-26% -$377M 1.85% 7
2024
Q2
$1.46B Sell
8,414,499
-1,870,000
-18% -$284M 2.4% 9
2024
Q1
$1.4B Buy
10,284,499
+4,406,570
+75% +$547M 2.4% 9
2023
Q4
$611M Sell
5,877,929
-118,547
-2% -$11.3M 1.36% 12
2023
Q3
$521M Hold
5,996,476
0.93% 12
2023
Q2
$605M Sell
5,996,476
-827,850
-12% -$77M 1.06% 11
2023
Q1
$635M Buy
6,824,326
+2,087,139
+44% +$187M 1.4% 7
2022
Q4
$353M Sell
4,737,187
-455,513
-9% -$33M 1.36% 16
2022
Q3
$356M Buy
5,192,700
+1,264,579
+32% +$105M 1.15% 17
2022
Q2
$321M Sell
3,928,121
-124,026
-3% -$11.5M 0.86% 27
2022
Q1
$422M Sell
4,052,147
-28,782
-0.7% -$3.37M 0.85% 26
2021
Q4
$491M Buy
4,080,929
+1,025,000
+34% +$120M 0.91% 23
2021
Q3
$341M Sell
3,055,929
-407,799
-12% -$47.9M 0.58% 41
2021
Q2
$416M Sell
3,463,728
-754,312
-18% -$88.4M 0.61% 26
2021
Q1
$499M Buy
4,218,040
+1,412,644
+50% +$175M 0.74% 17
2020
Q4
$306M Sell
2,805,396
-294,604
-10% -$27.9M 0.5% 46
2020
Q3
$251M Buy
3,100,000
+50,000
+2% +$3.8M 0.47% 43
2020
Q2
$173M Buy
3,050,000
+1,250,000
+69% +$65.9M 0.44% 49
2020
Q1
$86M Sell
1,800,000
-500,000
-22% -$27.3M 0.37% 62
2019
Q4
$134M Buy
+2,300,000
New +$122M 0.5% 50
2018
Q4
Sell
-2,000,073
Closed -$88.3M 134
2018
Q3
$88.3M Buy
+2,000,073
New +$82.8M 0.42% 55
2018
Q2
Sell
-649,600
Closed -$28.4M 135
2018
Q1
$28.4M Buy
+649,600
New +$28.3M 0.15% 86

Other funds holding TSM