FAM
Foxhaven Asset Management’s TSMC TSM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-1,381,960
| Closed | -$120M | – | 30 |
|
|
2023
Q3 | $120M | Buy |
1,381,960
+179,414
| +15% | +$15.6M | 3.86% | 13 |
|
|
2023
Q2 | $121M | Buy |
1,202,546
+290,400
| +32% | +$29.3M | 3.98% | 12 |
|
|
2023
Q1 | $84.8M | Buy |
+912,146
| New | +$84.8M | 3.07% | 16 |
|