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Foxhaven Asset Management’s TSMC TSM Stock Holding History

Foxhaven Asset Management’s Portfolio TSM Stock Details TSM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		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% +$17M 3.86% 13
2023
Q2 		$121M Buy
1,202,546
+290,400
+32% +$27M 3.98% 12
2023
Q1 		$84.8M Buy
+912,146
New +$81.9M 3.07% 16

Other funds holding TSM

Sanders Capital
Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Foxhaven Asset Management's TSM Position: Q4 2023 in Review

Foxhaven Asset Management sold out of TSMC (TSM) in Q4 2023, closing a stake of 1,381,960 shares — an estimated $120M sold.

Foxhaven Asset Management first reported a position in TSM in Q1 2023 and held it in 3 quarters. The position peaked at $121M in Q2 2023. 1,678 funds tracked by Wall St. Rank hold TSM as of Q4 2023.

  • Foxhaven Asset Management reported no remaining TSMC position as of Q4 2023 after selling out during the quarter.
  • Foxhaven Asset Management sold 1,381,960 TSMC shares in Q4 2023, an estimated $120M.
  • Foxhaven Asset Management first reported a position in TSMC in Q1 2023 and held it in 3 quarters.
  • Foxhaven Asset Management's TSMC position peaked at $121M in Q2 2023.
  • 1,678 funds tracked by Wall St. Rank held TSMC as of Q4 2023.

Based on Foxhaven Asset Management's 13F filing for Q4 2023, filed 14 Feb 2024.