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