Skye Global Management’s TSMC TSM Stock Holding History

Skye Global Management’s Portfolio TSM Stock Details TSM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-1,012,000	Closed	-$229M	–	78
2025 Q2	$229M	Sell	1,012,000 -444,000	-30%	-$82.3M	3.99%	5
2025 Q1	$242M	Buy	1,456,000 +744,000	+104%	+$145M	6.42%	4
2024 Q4	$141M	Buy	+712,000	New	+$138M	2.93%	4
2024 Q3	–	Sell	-29,500	Closed	-$5.13M	–	38
2024 Q2	$5.13M	Buy	+29,500	New	+$4.47M	0.12%	27
2023 Q3	–	Sell	-15,400	Closed	-$1.55M	–	31
2023 Q2	$1.55M	Buy	+15,400	New	+$1.43M	0.04%	24
2023 Q1	–	Sell	-15,600	Closed	-$1.16M	–	37
2022 Q4	$1.16M	Buy	+15,600	New	+$1.13M	0.04%	15
2020 Q4	–	Sell	-80,000	Closed	-$6.49M	–	74
2020 Q3	$6.49M	Buy	+80,000	New	+$6.08M	0.17%	37

Other funds holding TSM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Skye Global Management's TSM Position: Q3 2025 in Review

Skye Global Management sold out of TSMC (TSM) in Q3 2025, closing a stake of 1,012,000 shares — an estimated $229M sold.

Skye Global Management first reported a position in TSM in Q3 2020 and held it in 7 quarters. The position peaked at $242M in Q1 2025. 2,800 funds tracked by Wall St. Rank hold TSM as of Q3 2025.

Skye Global Management reported no remaining TSMC position as of Q3 2025 after selling out during the quarter.
Skye Global Management sold 1,012,000 TSMC shares in Q3 2025, an estimated $229M.
Skye Global Management first reported a position in TSMC in Q3 2020 and held it in 7 quarters.
Skye Global Management's TSMC position peaked at $242M in Q1 2025.
2,800 funds tracked by Wall St. Rank held TSMC as of Q3 2025.

Based on Skye Global Management's 13F filing for Q3 2025, filed 14 Nov 2025.