Blue Whale Capital’s TSMC TSM Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$119M	Buy	524,270 +55,237	+12%	+$12.5M	7.77%	4
2025 Q1	$77.9M	Sell	469,033 -171,928	-27%	-$28.5M	6.3%	5
2024 Q4	$127M	Buy	640,961 +213,478	+50%	+$42.2M	9.4%	4
2024 Q3	$74.2M	Buy	+427,483	New	+$74.2M	5.78%	7