Southpoint Capital Advisors’s TSMC TSM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-100,000
| Closed | -$16.6M | – | 48 |
|
|
2025
Q1 | $16.6M | Sell |
100,000
-525,000
| -84% | -$87.2M | 0.4% | 38 |
|
|
2024
Q4 | $123M | Buy |
+625,000
| New | +$123M | 2.9% | 15 |
|
|
2023
Q4 | – | Sell |
-200,000
| Closed | -$17.4M | – | 58 |
|
|
2023
Q3 | $17.4M | Sell |
200,000
-550,000
| -73% | -$47.8M | 0.39% | 46 |
|
|
2023
Q2 | $75.7M | Buy |
+750,000
| New | +$75.7M | 1.64% | 24 |
|