Kamunting Street 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	–	Sell	-80,000	Closed	-$13.3M	–	19
2025 Q1	$13.3M	Buy	+80,000	New	+$13.3M	8.9%	4