Robert Goldfarb - Ruane, Cunniff & Goldfarb
Holding/activity history for Taiwan Semiconductor S.A. (TSM)
| Period | Shares | % of Portfolio | Activity | % Change to Portfolio | Reported Price | Value | Filing |
|---|---|---|---|---|---|---|---|
| 2026 Q1 | 1,208,419 | 6.77 | Reduce 15.00% | 1.01 | $337.95 | $408,385,201 | SEC |
| 2025 Q4 | 1,421,721 | 6.75 | Reduce 24.45% | 2.13 | $303.89 | $432,046,795 | SEC |
| 2025 Q3 | 1,881,721 | 8.71 | Reduce 1.88% | 0.14 | $279.29 | $525,545,858 | SEC |
| 2025 Q2 | 1,917,681 | 7.45 | Add 2.75% | 0.20 | $226.49 | $434,335,570 | SEC |
| 2025 Q1 | 1,866,293 | 5.63 | Reduce 3.49% | 0.23 | $166.00 | $309,804,638 | SEC |
| 2024 Q4 | 1,933,881 | 6.48 | Reduce 33.42% | 2.64 | $197.49 | $381,922,159 | SEC |
| 2024 Q3 | 2,904,689 | 7.89 | Reduce 3.94% | 0.32 | $173.67 | $504,457,339 | SEC |
| 2024 Q2 | 3,023,723 | 8.19 | Reduce 18.64% | 1.46 | $173.81 | $525,553,295 | SEC |
| 2024 Q1 | 3,716,650 | 7.85 | Reduce 8.69% | 0.59 | $136.05 | $505,650,233 | SEC |
| 2023 Q4 | 4,070,279 | 6.77 | Reduce 2.98% | 0.18 | $104.00 | $423,309,016 | SEC |
| 2023 Q3 | 4,195,315 | 6.05 | Reduce 2.97% | 0.20 | $86.90 | $364,572,874 | SEC |
| 2023 Q2 | 4,323,936 | 6.88 | Reduce 1.75% | 0.12 | $100.92 | $436,371,621 | SEC |
| 2023 Q1 | 4,400,820 | 6.69 | Reduce 2.29% | 0.12 | $93.02 | $409,364,276 | SEC |
| 2022 Q4 | 4,504,162 | 5.24 | Reduce 3.16% | 0.15 | $74.49 | $335,515,027 | SEC |
| 2022 Q3 | 4,651,030 | 4.74 | Reduce 29.55% | 2.08 | $68.56 | $318,875,000 | SEC |
| 2022 Q2 | 6,602,047 | 7.03 | Reduce 2.79% | 0.19 | $81.75 | $539,717,000 | SEC |
| 2022 Q1 | 6,791,644 | 6.97 | Reduce 2.71% | 0.19 | $104.26 | $708,097,000 | SEC |
| 2021 Q4 | 6,980,632 | 7.17 | Reduce 1.28% | 0.09 | $120.31 | $839,840,000 | SEC |
| 2021 Q3 | 7,070,792 | 7.09 | Add 20.88% | 1.22 | $111.65 | $789,454,000 | SEC |
| 2021 Q2 | 5,849,332 | 6.23 | Reduce 1.20% | 0.08 | $120.16 | $702,856,000 | SEC |
| 2021 Q1 | 5,920,645 | 6.58 | Reduce 11.50% | 0.89 | $118.28 | $700,294,000 | SEC |
| 2020 Q4 | 6,689,879 | 7.78 | Reduce 0.86% | 0.06 | $109.04 | $729,464,000 | SEC |
| 2020 Q3 | 6,748,099 | 6.51 | Reduce 1.16% | 0.06 | $81.07 | $547,068,000 | SEC |
| 2020 Q2 | 6,827,455 | 5.19 | Add 124.04% | 2.87 | $56.77 | $387,595,000 | SEC |
| 2020 Q1 | 3,047,431 | 2.33 | Add 2.18% | 0.05 | $47.79 | $145,637,000 | SEC |
| 2019 Q4 | 2,982,431 | 2.14 | Buy | 2.14 | $58.10 | $173,279,000 | SEC |