Engine No 1 LLC’s TSMC TSM Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-172,900	Closed	-$15M	–	14
2023 Q3	$15M	Sell	172,900 -91,685	-35%	-$7.97M	7.91%	6
2023 Q2	$26.7M	Hold	264,585	–	–	13.02%	3
2023 Q1	$24.6M	Buy	+264,585	New	+$24.6M	11.55%	3