Sands Capital Management’s TSMC TSM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.94B | Buy |
8,552,278
+524,960
| +7% | +$119M | 5.56% | 3 |
|
|
2025
Q1 | $1.33B | Buy |
8,027,318
+3,626,396
| +82% | +$602M | 4.53% | 5 |
|
|
2024
Q4 | $869M | Sell |
4,400,922
-282,600
| -6% | -$55.8M | 2.57% | 14 |
|
|
2024
Q3 | $813M | Sell |
4,683,522
-95,731
| -2% | -$16.6M | 2.47% | 14 |
|
|
2024
Q2 | $831M | Sell |
4,779,253
-438,641
| -8% | -$76.2M | 2.44% | 15 |
|
|
2024
Q1 | $710M | Sell |
5,217,894
-373,664
| -7% | -$50.8M | 1.99% | 21 |
|
|
2023
Q4 | $582M | Sell |
5,591,558
-91,357
| -2% | -$9.5M | 1.77% | 22 |
|
|
2023
Q3 | $494M | Sell |
5,682,915
-133,179
| -2% | -$11.6M | 1.68% | 23 |
|
|
2023
Q2 | $587M | Sell |
5,816,094
-10,743
| -0.2% | -$1.08M | 1.82% | 21 |
|
|
2023
Q1 | $542M | Sell |
5,826,837
-64,164
| -1% | -$5.97M | 1.79% | 20 |
|
|
2022
Q4 | $439M | Sell |
5,891,001
-357,925
| -6% | -$26.7M | 1.66% | 22 |
|
|
2022
Q3 | $428M | Sell |
6,248,926
-2,779,731
| -31% | -$191M | 1.61% | 22 |
|
|
2022
Q2 | $738M | Sell |
9,028,657
-182,252
| -2% | -$14.9M | 2.56% | 13 |
|
|
2022
Q1 | $960M | Sell |
9,210,909
-641,775
| -7% | -$66.9M | 2.21% | 18 |
|
|
2021
Q4 | $1.19B | Sell |
9,852,684
-286,109
| -3% | -$34.4M | 2.2% | 18 |
|
|
2021
Q3 | $1.13B | Buy |
10,138,793
+249,812
| +3% | +$27.9M | 1.89% | 19 |
|
|
2021
Q2 | $1.19B | Buy |
9,888,981
+591,739
| +6% | +$71.1M | 2.01% | 19 |
|
|
2021
Q1 | $1.1B | Buy |
9,297,242
+2,049,741
| +28% | +$242M | 2.13% | 18 |
|
|
2020
Q4 | $790M | Buy |
7,247,501
+443,098
| +7% | +$48.3M | 1.5% | 25 |
|
|
2020
Q3 | $552M | Buy |
6,804,403
+1,592,405
| +31% | +$129M | 1.19% | 30 |
|
|
2020
Q2 | $296M | Buy |
5,211,998
+179,042
| +4% | +$10.2M | 0.72% | 41 |
|
|
2020
Q1 | $241M | Buy |
5,032,956
+141,763
| +3% | +$6.77M | 0.8% | 33 |
|
|
2019
Q4 | $284M | Buy |
4,891,193
+601,770
| +14% | +$35M | 0.83% | 34 |
|
|
2019
Q3 | $199M | Buy |
4,289,423
+787,003
| +22% | +$36.6M | 0.64% | 39 |
|
|
2019
Q2 | $137M | Buy |
3,502,420
+395,565
| +13% | +$15.5M | 0.41% | 43 |
|
|
2019
Q1 | $127M | Sell |
3,106,855
-6,945
| -0.2% | -$284K | 0.39% | 41 |
|
|
2018
Q4 | $115M | Buy |
3,113,800
+323,851
| +12% | +$12M | 0.41% | 39 |
|
|
2018
Q3 | $123M | Buy |
2,789,949
+324,585
| +13% | +$14.3M | 0.35% | 41 |
|
|
2018
Q2 | $90.1M | Buy |
2,465,364
+57,275
| +2% | +$2.09M | 0.26% | 40 |
|
|
2018
Q1 | $105M | Buy |
2,408,089
+155,131
| +7% | +$6.79M | 0.31% | 38 |
|
|
2017
Q4 | $89.3M | Buy |
2,252,958
+288,440
| +15% | +$11.4M | 0.27% | 40 |
|
|
2017
Q3 | $73.8M | Buy |
1,964,518
+318,775
| +19% | +$12M | 0.22% | 44 |
|
|
2017
Q2 | $57.5M | Sell |
1,645,743
-36,325
| -2% | -$1.27M | 0.17% | 44 |
|
|
2017
Q1 | $55.2M | Buy |
1,682,068
+92,396
| +6% | +$3.03M | 0.17% | 42 |
|
|
2016
Q4 | $45.7M | Buy |
1,589,672
+23,500
| +2% | +$676K | 0.16% | 42 |
|
|
2016
Q3 | $47.9M | Buy |
1,566,172
+60,445
| +4% | +$1.85M | 0.14% | 40 |
|
|
2016
Q2 | $39.5M | Buy |
1,505,727
+142,082
| +10% | +$3.73M | 0.12% | 42 |
|
|
2016
Q1 | $35.7M | Buy |
1,363,645
+290,465
| +27% | +$7.61M | 0.11% | 40 |
|
|
2015
Q4 | $24.4M | Buy |
1,073,180
+914,180
| +575% | +$20.8M | 0.06% | 42 |
|
|
2015
Q3 | $3.3M | Buy |
+159,000
| New | +$3.3M | 0.01% | 50 |
|