SCM
Sirios Capital Management’s TSMC TSM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $68.3M | Buy |
301,500
+27,166
| +10% | +$6.15M | 9.9% | 2 |
|
|
2025
Q1 | $45.5M | Buy |
274,334
+53,148
| +24% | +$8.82M | 8.13% | 2 |
|
|
2024
Q4 | $43.7M | Sell |
221,186
-9,440
| -4% | -$1.86M | 7.84% | 2 |
|
|
2024
Q3 | $40.1M | Buy |
230,626
+22,797
| +11% | +$3.96M | 7.09% | 2 |
|
|
2024
Q2 | $36.1M | Buy |
207,829
+37,384
| +22% | +$6.5M | 6.29% | 2 |
|
|
2024
Q1 | $23.2M | Buy |
170,445
+103,875
| +156% | +$14.1M | 4.37% | 5 |
|
|
2023
Q4 | $6.92M | Buy |
66,570
+47,117
| +242% | +$4.9M | 1.41% | 28 |
|
|
2023
Q3 | $1.69M | Buy |
19,453
+994
| +5% | +$86.4K | 0.32% | 45 |
|
|
2023
Q2 | $1.86M | Buy |
+18,459
| New | +$1.86M | 0.32% | 44 |
|