Stephen Mandel - Lone Pine Capital
Holding/activity history for Taiwan Semiconductor S.A. (TSM)
| Period | Shares | % of Portfolio | Activity | % Change to Portfolio | Reported Price |
| 2024 Q3 | 4,212,861 | 5.46 | Reduce 29.81% | 2.32 | $173.67 |
| 2024 Q2 | 6,002,198 | 8.46 | Reduce 2.76% | 0.24 | $173.81 |
| 2024 Q1 | 6,172,524 | 6.63 | Reduce 11.16% | 0.83 | $136.05 |
| 2023 Q4 | 6,947,924 | 6.25 | Reduce 10.93% | 0.77 | $104.00 |
| 2023 Q3 | 7,800,152 | 6.53 | Add 21.68% | 1.16 | $86.90 |
| 2023 Q2 | 6,410,367 | 5.93 | Reduce 21.67% | 1.64 | $100.92 |
| 2023 Q1 | 8,183,930 | 7.05 | Reduce 21.24% | 1.90 | $93.02 |
| 2022 Q4 | 10,391,400 | 7.39 | Add 8.15% | 0.56 | $74.49 |
| 2022 Q3 | 9,608,670 | 6.21 | Add 7.54% | 0.44 | $68.56 |
| 2022 Q2 | 8,934,961 | 6.89 | Add 11.95% | 0.74 | $81.75 |
| 2022 Q1 | 7,981,414 | 4.95 | Buy | 4.95 | $104.26 |
| 2018 Q2 | 0 | 0 | Sell 100.00% | 2.74 | |
| 2018 Q1 | 12,349,027 | 2.74 | Buy | 2.74 | $43.76 |