Marcho Partners’s TSMC TSM Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $57.5M | Buy |
253,879
+6,887
| +3% | +$1.56M | 20.37% | 1 |
|
2025
Q1 | $41M | Buy |
246,992
+23,661
| +11% | +$3.93M | 15.07% | 2 |
|
2024
Q4 | $44.1M | Buy |
223,331
+93,625
| +72% | +$18.5M | 11.84% | 2 |
|
2024
Q3 | $22.5M | Buy |
129,706
+23,065
| +22% | +$4.01M | 6.01% | 6 |
|
2024
Q2 | $18.5M | Buy |
+106,641
| New | +$18.5M | 4.84% | 9 |
|