Fernbridge 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	$52.4M	Sell	231,502 -20,740	-8%	-$4.7M	2.5%	12
2025 Q1	$41.9M	Buy	252,242 +125,031	+98%	+$20.8M	2.32%	12
2024 Q4	$25.1M	Buy	+127,211	New	+$25.1M	1.32%	20