Cat Rock 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	$59.5M	Buy	262,876 +40,093	+18%	+$9.08M	7.5%	4
2025 Q1	$37M	Buy	222,783 +16,583	+8%	+$2.75M	4.91%	6
2024 Q4	$40.7M	Sell	206,200 -24,900	-11%	-$4.92M	5.32%	8
2024 Q3	$40.1M	Buy	+231,100	New	+$40.1M	4.55%	8