TP
Third Point’s TSMC TSM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $324M | Sell |
1,430,000
-350,000
| -20% | -$79.3M | 4.25% | 5 |
|
|
2025
Q1 | $295M | Hold |
1,780,000
| – | – | 4.51% | 3 |
|
|
2024
Q4 | $352M | Hold |
1,780,000
| – | – | 4.72% | 5 |
|
|
2024
Q3 | $309M | Sell |
1,780,000
-245,000
| -12% | -$42.5M | 4.16% | 9 |
|
|
2024
Q2 | $352M | Buy |
2,025,000
+850,000
| +72% | +$148M | 4.03% | 10 |
|
|
2024
Q1 | $160M | Hold |
1,175,000
| – | – | 2.04% | 14 |
|
|
2023
Q4 | $122M | Sell |
1,175,000
-600,000
| -34% | -$62.4M | 1.84% | 16 |
|
|
2023
Q3 | $154M | Sell |
1,775,000
-675,000
| -28% | -$58.7M | 2.34% | 16 |
|
|
2023
Q2 | $247M | Buy |
+2,450,000
| New | +$247M | 3.62% | 7 |
|