Appaloosa LP’s TSMC TSM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $232M | Buy |
1,025,000
+755,000
| +280% | +$171M | 3.6% | 11 |
|
|
2025
Q1 | $44.8M | Buy |
270,000
+20,000
| +8% | +$3.32M | 0.53% | 24 |
|
|
2024
Q4 | $49.4M | Sell |
250,000
-150,000
| -38% | -$29.6M | 0.76% | 27 |
|
|
2024
Q3 | $69.5M | Sell |
400,000
-60,000
| -13% | -$10.4M | 1.03% | 28 |
|
|
2024
Q2 | $80M | Sell |
460,000
-40,000
| -8% | -$6.95M | 1.29% | 27 |
|
|
2024
Q1 | $68M | Hold |
500,000
| – | – | 1.01% | 27 |
|
|
2023
Q4 | $52M | Sell |
500,000
-500,000
| -50% | -$52M | 0.9% | 24 |
|
|
2023
Q3 | $86.9M | Sell |
1,000,000
-775,000
| -44% | -$67.3M | 1.72% | 17 |
|
|
2023
Q2 | $179M | Buy |
+1,775,000
| New | +$179M | 3.32% | 11 |
|