Bain Capital Public Equity Management II’s TSMC TSM Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-470,766	Closed	-$93M	–	31
2024 Q4	$93M	Buy	470,766 +71,681	+18%	+$14.2M	4.21%	14
2024 Q3	$69.3M	Sell	399,085 -44,055	-10%	-$7.65M	2.98%	15
2024 Q2	$77M	Buy	+443,140	New	+$77M	3.18%	13