Varenne Capital Partners’s TSMC TSM Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$30M	Buy	+132,480	New	+$30M	5.21%	6
2024 Q1	–	Hold	0	–	–	–	20
2023 Q4	–	Hold	0	–	–	–	19