LPU
Lansdowne Partners (UK)’s TSMC TSM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $167M | Buy |
738,205
+240,188
| +48% | +$54.4M | 21.72% | 1 |
|
|
2025
Q1 | $82.7M | Sell |
498,017
-1,164,060
| -70% | -$193M | 11.71% | 5 |
|
|
2024
Q4 | $328M | Sell |
1,662,077
-124,703
| -7% | -$24.6M | 23.85% | 1 |
|
|
2024
Q3 | $310M | Sell |
1,786,780
-395,425
| -18% | -$68.7M | 24.26% | 1 |
|
|
2024
Q2 | $379M | Sell |
2,182,205
-96,759
| -4% | -$16.8M | 29.7% | 1 |
|
|
2024
Q1 | $310M | Buy |
2,278,964
+203,386
| +10% | +$27.7M | 20.06% | 1 |
|
|
2023
Q4 | $216M | Buy |
2,075,578
+266,030
| +15% | +$27.7M | 15.84% | 4 |
|
|
2023
Q3 | $157M | Buy |
1,809,548
+210,164
| +13% | +$18.3M | 14.38% | 3 |
|
|
2023
Q2 | $161M | Buy |
+1,599,384
| New | +$161M | 17.89% | 2 |
|
|
2022
Q4 | – | Sell |
-3,040
| Closed | -$208K | – | 17 |
|
|
2022
Q3 | $208K | Sell |
3,040
-4,759
| -61% | -$326K | 0.04% | 17 |
|
|
2022
Q2 | $638K | Sell |
7,799
-5,401
| -41% | -$442K | 0.09% | 20 |
|
|
2022
Q1 | $1.38M | Sell |
13,200
-1,358,137
| -99% | -$142M | 0.11% | 21 |
|
|
2021
Q4 | $165M | Buy |
1,371,337
+1,980
| +0.1% | +$238K | 9.99% | 4 |
|
|
2021
Q3 | $153M | Buy |
1,369,357
+203,891
| +17% | +$22.8M | 7.21% | 5 |
|
|
2021
Q2 | $140M | Sell |
1,165,466
-530,596
| -31% | -$63.8M | 5.59% | 7 |
|
|
2021
Q1 | $201M | Sell |
1,696,062
-496,687
| -23% | -$58.7M | 6.53% | 3 |
|
|
2020
Q4 | $239M | Buy |
2,192,749
+358,044
| +20% | +$39M | 7.74% | 1 |
|
|
2020
Q3 | $149M | Buy |
1,834,705
+441,319
| +32% | +$35.8M | 5.98% | 3 |
|
|
2020
Q2 | $79.1M | Sell |
1,393,386
-414,918
| -23% | -$23.6M | 3.31% | 10 |
|
|
2020
Q1 | $86.4M | Sell |
1,808,304
-2,110,170
| -54% | -$101M | 4.79% | 7 |
|
|
2019
Q4 | $228M | Sell |
3,918,474
-3,255,732
| -45% | -$189M | 6.16% | 4 |
|
|
2019
Q3 | $333M | Buy |
7,174,206
+217,876
| +3% | +$10.1M | 8.87% | 3 |
|
|
2019
Q2 | $272M | Buy |
6,956,330
+1,199,165
| +21% | +$47M | 6.68% | 3 |
|
|
2019
Q1 | $236M | Sell |
5,757,165
-6,882,008
| -54% | -$282M | 5.23% | 7 |
|
|
2018
Q4 | $467M | Sell |
12,639,173
-7,341,466
| -37% | -$271M | 6.89% | 4 |
|
|
2018
Q3 | $882M | Sell |
19,980,639
-1,329,647
| -6% | -$58.7M | 9.31% | 3 |
|
|
2018
Q2 | $779M | Sell |
21,310,286
-3,685,129
| -15% | -$135M | 7.44% | 5 |
|
|
2018
Q1 | $1.09B | Sell |
24,995,415
-989,789
| -4% | -$43.3M | 11.39% | 3 |
|
|
2017
Q4 | $1.03B | Buy |
25,985,204
+48,122
| +0.2% | +$1.91M | 9.48% | 5 |
|
|
2017
Q3 | $974M | Buy |
25,937,082
+7,095,969
| +38% | +$266M | 10.14% | 4 |
|
|
2017
Q2 | $659M | Buy |
18,841,113
+18,809,863
| +60,192% | +$658M | 5.73% | 8 |
|
|
2017
Q1 | $1.03M | Buy |
+31,250
| New | +$1.03M | 0.01% | 42 |
|