Palestra Capital Management’s TSMC TSM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-513,351
| Closed | -$53.4M | – | 36 |
|
|
2023
Q4 | $53.4M | Sell |
513,351
-278,910
| -35% | -$29M | 2.65% | 19 |
|
|
2023
Q3 | $68.8M | Buy |
792,261
+292,752
| +59% | +$25.4M | 3.63% | 17 |
|
|
2023
Q2 | $50.4M | Buy |
+499,509
| New | +$50.4M | 2.49% | 23 |
|
|
2020
Q4 | – | Sell |
-1,407,718
| Closed | -$114M | – | 36 |
|
|
2020
Q3 | $114M | Buy |
+1,407,718
| New | +$114M | 2.66% | 20 |
|