Cathie Wood added TSM · Taiwan Semiconductor Manufacturing Company Limited
$243M · now 1.4% of the portfolio
TRADED BY
Sep 30
FILED
Nov 13
YOU SEE IT
Nov 13
44 days between the trade and the filing. That gap is the law, not our latency — a 13F is due 45 days after the quarter ends.
$396 now
OUR VALUE
$396 today
low $182mid $243high $304
2 models, as of 2026-11-13.
Priced past our value: the move has played out.
安全邊際週報
每週六一封：市場溫度、投資大師的申報，以及本週研究。