Polymer Capital Management (HK)’s TSMC TSM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$13.1M Sell
57,768
-18,680
-24% -$4.23M 1.98% 14
2025
Q1
$12.7M Sell
76,448
-10,045
-12% -$1.67M 2.16% 15
2024
Q4
$17.1M Buy
86,493
+27,938
+48% +$5.52M 2.96% 5
2024
Q3
$10.2M Sell
58,555
-15,644
-21% -$2.72M 2.35% 9
2024
Q2
$12.9M Buy
74,199
+58,199
+364% +$10.1M 2.61% 9
2024
Q1
$2.18M Sell
16,000
-8,000
-33% -$1.09M 0.55% 52
2023
Q4
$2.5M Buy
+24,000
New +$2.5M 0.86% 34