Kinetic Partners 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 | $101M | Buy |
445,954
+64,000
| +17% | +$14.5M | 5.52% | 6 |
|
2025
Q1 | $63.4M | Buy |
381,954
+89,100
| +30% | +$14.8M | 4.55% | 9 |
|
2024
Q4 | $57.8M | Buy |
292,854
+44,900
| +18% | +$8.87M | 3.81% | 12 |
|
2024
Q3 | $43.1M | Buy |
247,954
+17,237
| +7% | +$2.99M | 2.99% | 14 |
|
2024
Q2 | $40.1M | Buy |
230,717
+87,817
| +61% | +$15.3M | 2.92% | 16 |
|
2024
Q1 | $19.4M | Buy |
+142,900
| New | +$19.4M | 1.36% | 24 |
|