Altimeter Capital Management’s TSMC TSM Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$196M	Buy	+867,209	New	+$196M	2.83%	10
2025 Q1	–	Sell	-504,380	Closed	-$99.6M	–	29
2024 Q4	$99.6M	Sell	504,380 -14,910	-3%	-$2.94M	1.8%	13
2024 Q3	$90.2M	Buy	+519,290	New	+$90.2M	1.34%	14