AMH
Aspex Management (HK)’s TSMC TSM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $396M | Sell |
1,746,681
-635,969
| -27% | -$144M | 8.6% | 3 |
|
|
2025
Q1 | $396M | Buy |
2,382,650
+1,851,302
| +348% | +$307M | 10.17% | 2 |
|
|
2024
Q4 | $105M | Buy |
+531,348
| New | +$105M | 2.84% | 15 |
|
|
2023
Q2 | – | Sell |
-1,742,367
| Closed | -$162M | – | 35 |
|
|
2023
Q1 | $162M | Sell |
1,742,367
-748,209
| -30% | -$69.6M | 3.98% | 11 |
|
|
2022
Q4 | $186M | Sell |
2,490,576
-706,562
| -22% | -$52.6M | 5.12% | 9 |
|
|
2022
Q3 | $219M | Sell |
3,197,138
-553,000
| -15% | -$37.9M | 6.47% | 7 |
|
|
2022
Q2 | $307M | Buy |
3,750,138
+2,200,000
| +142% | +$180M | 7.68% | 3 |
|
|
2022
Q1 | $162M | Buy |
+1,550,138
| New | +$162M | 6.39% | 6 |
|