Light 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 | $81.3M | Buy |
358,757
+39,012
| +12% | +$8.84M | 16.6% | 1 |
|
|
2025
Q1 | $53.1M | Sell |
319,745
-21,409
| -6% | -$3.55M | 14.82% | 1 |
|
|
2024
Q4 | $67.4M | Sell |
341,154
-5,350
| -2% | -$1.06M | 12.37% | 1 |
|
|
2024
Q3 | $60.2M | Buy |
346,504
+4,702
| +1% | +$817K | 14.24% | 2 |
|
|
2024
Q2 | $59.4M | Buy |
341,802
+6,932
| +2% | +$1.2M | 13.65% | 2 |
|
|
2024
Q1 | $45.6M | Buy |
334,870
+103,770
| +45% | +$14.1M | 11.02% | 2 |
|
|
2023
Q4 | $24M | Buy |
231,100
+133,636
| +137% | +$13.9M | 7.2% | 4 |
|
|
2023
Q3 | $8.47M | Sell |
97,464
-152,174
| -61% | -$13.2M | 2.49% | 18 |
|
|
2023
Q2 | $25.2M | Sell |
249,638
-131,851
| -35% | -$13.3M | 6.68% | 5 |
|
|
2023
Q1 | $35.5M | Buy |
+381,489
| New | +$35.5M | 8.66% | 3 |
|