Telemark Asset 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 | $27.2M | Hold |
120,000
| – | – | 2.47% | 11 |
|
|
2025
Q1 | $19.9M | Sell |
120,000
-30,000
| -20% | -$4.98M | 2.61% | 14 |
|
|
2024
Q4 | $29.6M | Buy |
150,000
+50,000
| +50% | +$9.87M | 2.95% | 6 |
|
|
2024
Q3 | $17.4M | Hold |
100,000
| – | – | 1.75% | 17 |
|
|
2024
Q2 | $17.4M | Buy |
100,000
+25,000
| +33% | +$4.35M | 1.51% | 23 |
|
|
2024
Q1 | $10.2M | Hold |
75,000
| – | – | 1.05% | 34 |
|
|
2023
Q4 | $7.8M | Hold |
75,000
| – | – | 1.16% | 35 |
|
|
2023
Q3 | $6.52M | Sell |
75,000
-175,000
| -70% | -$15.2M | 0.99% | 32 |
|
|
2023
Q2 | $25.2M | Buy |
250,000
+150,000
| +150% | +$15.1M | 3.42% | 10 |
|
|
2023
Q1 | $9.3M | Buy |
+100,000
| New | +$9.3M | 1.38% | 26 |
|