Night Owl 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 | $35.3M | Buy |
155,804
+4,748
| +3% | +$1.08M | 4.08% | 10 |
|
|
2025
Q1 | $25.1M | Buy |
151,056
+5,968
| +4% | +$991K | 3.13% | 17 |
|
|
2024
Q4 | $28.7M | Sell |
145,088
-60,507
| -29% | -$11.9M | 3.7% | 13 |
|
|
2024
Q3 | $35.7M | Buy |
205,595
+6,546
| +3% | +$1.14M | 4.88% | 9 |
|
|
2024
Q2 | $34.6M | Buy |
199,049
+51,407
| +35% | +$8.94M | 5.18% | 7 |
|
|
2024
Q1 | $20.1M | Buy |
147,642
+40,460
| +38% | +$5.5M | 3.05% | 16 |
|
|
2023
Q4 | $9.31M | Hold |
107,182
| – | – | 2.33% | 16 |
|
|
2023
Q3 | $9.31M | Buy |
107,182
+397
| +0.4% | +$34.5K | 2.33% | 16 |
|
|
2023
Q2 | $10.8M | Sell |
106,785
-6,783
| -6% | -$685K | 2.79% | 15 |
|
|
2023
Q1 | $10.6M | Buy |
+113,568
| New | +$10.6M | 3.82% | 10 |
|