PAM
PineStone Asset Management’s TSMC TSM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.59B | Buy |
7,025,731
+240,410
| +4% | +$54.5M | 10.3% | 1 |
|
|
2025
Q1 | $1.13B | Buy |
6,785,321
+2,143,523
| +46% | +$356M | 8.5% | 1 |
|
|
2024
Q4 | $917M | Sell |
4,641,798
-301,438
| -6% | -$59.5M | 8.59% | 3 |
|
|
2024
Q3 | $858M | Buy |
4,943,236
+68,320
| +1% | +$11.9M | 8.29% | 2 |
|
|
2024
Q2 | $847M | Buy |
4,874,916
+1,276,733
| +35% | +$222M | 8.99% | 2 |
|
|
2024
Q1 | $490M | Sell |
3,598,183
-1,606,175
| -31% | -$219M | 7.79% | 2 |
|
|
2023
Q4 | $541M | Buy |
5,204,358
+401,434
| +8% | +$41.7M | 5.82% | 6 |
|
|
2023
Q3 | $417M | Buy |
4,802,924
+3,687,249
| +330% | +$320M | 6.02% | 6 |
|
|
2023
Q2 | $113M | Sell |
1,115,675
-1,809,865
| -62% | -$183M | 5.43% | 6 |
|
|
2023
Q1 | $272M | Buy |
2,925,540
+2,758,910
| +1,656% | +$257M | 6.58% | 5 |
|
|
2022
Q4 | $12.4M | Buy |
+166,630
| New | +$12.4M | 2.33% | 21 |
|