First Eagle trimmed TSM · Taiwan Semiconductor Manufacturing Company Limited
$1.8B · now 0.0% of the portfolio
TRADED BY
Jun 30
FILED
Aug 24
YOU SEE IT
Oct 24
55 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.
$419 now
OUR VALUE
$419 today
low $193mid $257high $322
2 models, as of 2026-10-24.
They sold above our value.
週一價值信
每週一封：傑出價值投資者買了什麼、賣了什麼，以及我們的看法。