TSM
Taiwan Semiconductor Manufacturing
Taiwan Semiconductor Manufacturing historical holders
total: 28
Lountzis Asset Management Taiwan Semiconductor Manufacturing transactions over time
- Total transactions:
- 3
- New positions:
- 2
- Sold out:
- 1
- Held since:
- 2026 Q2
- Held for:
- 1 quarter
- Latest activity:
- 2026 Q2
Paul Lountzis has been an institutional investor in Taiwan Semiconductor Manufacturing (TSM) since 2023 Q1. According to 2026 Q2 report, Paul Lountzis holds 496 shares with a market value of roughly $237.25K representing 0.08% of their equity portfolio. The fund/company first acquired TSM in 2023 Q1, initially purchasing 4,020 shares. Paul Lountzis later completely sold out the position and reinvested in TSM again in 2026 Q2. Since the initial investment, Lountzis Asset Management has made 2 more transactions in this position.
Does Paul Lountzis still hold TSM?
Yes, Paul Lountzis continues to hold Taiwan Semiconductor Manufacturing (TSM). According to their 2026 Q2 report, they maintain a position of 496 shares valued at approximately $237.25K, representing 0.08% of their equity portfolio.
When did Paul Lountzis first invest in TSM?
Paul Lountzis first invested in Taiwan Semiconductor Manufacturing (TSM) in 2023 Q1 at the reported quarter-end price of $93.03 per share, acquiring 4,020 shares in their initial purchase.
What is Paul Lountzis's average cost basis for TSM?
Based on historical transaction data, Paul Lountzis's estimated cost basis for Taiwan Semiconductor Manufacturing (TSM) is approximately $478.32 per share. This represents their average reported price* across all buy transactions.
Has Paul Lountzis reinvested in TSM after selling?
Yes, Paul Lountzis has shown renewed interest in Taiwan Semiconductor Manufacturing (TSM). After completely selling their position, they reinitiated an investment in 2026 Q2, demonstrating continued conviction in this ticker.
Estimated cost basis*
- Weighted AVG buy price:
- $478.32
TSM transactions history by Lountzis Asset Management
3 results
| Period |
% of portfolio |
Shares held after* |
Reported price* |
Value* |
% (shares) of activity |
% change to portfolio |
|---|---|---|---|---|---|---|
|
2026 Q2
|
0.08%
|
496
|
$478.32
|
$237,247
|
new
|
+0.08%
|
|
2023 Q2
|
0.00%
|
0
|
$93.03
|
|
-100% (-4,020)
|
-0.22%
|
|
2023 Q1
|
0.22%
|
4,020
|
$93.03
|
$374,000
|
new
|
+0.22%
|
* Shares, change to shares, sold shares, shares held after: split-adjusted.
* Reported price: this doesn't represent the actual buy or sell price. It is the split-adjusted price of the security as of the last day of the reported period.
If the security is completely sold out, we show the reported split-adjusted price prior to the actual period.
If the security is completely sold out, we show the reported split-adjusted price prior to the actual period.
* Estimated cost basis: based on "Reported price*" (not earlier than 2013 Q2). Calculation starts from the latest "new buy" activity to the latest "close out" activity (if any).
* Value or Price: If the security is completely sold out, we show the reported value (or price) prior to the actual period.
* New buy or own: this means there is no earlier reporting (for us or in general). So we can't know if the actual purchase of the security happened at the reported period or earlier.