Suvretta 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 | $68M | Sell |
300,401
-50,113
| -14% | -$11.4M | 2.05% | 12 |
|
|
2025
Q1 | $58.2M | Buy |
350,514
+4,602
| +1% | +$764K | 2.16% | 12 |
|
|
2024
Q4 | $68.3M | Sell |
345,912
-2,830
| -0.8% | -$559K | 2.33% | 12 |
|
|
2024
Q3 | $60.6M | Sell |
348,742
-2,010
| -0.6% | -$349K | 1.94% | 12 |
|
|
2024
Q2 | $61M | Buy |
350,752
+21,400
| +6% | +$3.72M | 2.24% | 13 |
|
|
2024
Q1 | $44.8M | Sell |
329,352
-58,880
| -15% | -$8.01M | 1.66% | 20 |
|
|
2023
Q4 | $40.4M | Buy |
+388,232
| New | +$40.4M | 1.83% | 18 |
|
|
2023
Q3 | – | Sell |
-237,031
| Closed | -$23.9M | – | 103 |
|
|
2023
Q2 | $23.9M | Buy |
+237,031
| New | +$23.9M | 1.28% | 28 |
|