Steadfast Capital Management’s TSMC TSM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$102M Buy
449,417
+165,817
+58% +$37.6M 1.82% 21
2025
Q1
$47.1M Sell
283,600
-311,500
-52% -$51.7M 1.25% 27
2024
Q4
$118M Buy
595,100
+15,300
+3% +$3.02M 2.39% 16
2024
Q3
$101M Buy
579,800
+275,000
+90% +$47.8M 2.24% 18
2024
Q2
$53M Buy
+304,800
New +$53M 1.11% 31