TSM 13F position history: Francois Rochon - Giverny Capital
Taiwan Semiconductor Manufacturing Company Ltd, as reported in Francois Rochon - Giverny Capital’s quarterly 13F filings. See all fund managers holding TSM.
| Quarter | Activity | Shares | Value | % of portfolio | Reported price | |
|---|---|---|---|---|---|---|
| Q2 2026 | Trimmed | 3,655 | $1,745,518 | 0.06% | $477.57 | Filing |
| Q1 2026 | Trimmed | 8,125 | $2,745,844 | 0.10% | $337.95 | Filing |
| Q4 2025 | Added | 16,069 | $4,836,769 | 0.16% | $301.00 | Filing |
| Q3 2025 | Trimmed | 8,163 | $2,279,844 | 0.08% | $279.29 | Filing |
| Q2 2025 | No change | 11,550 | $2,615,960 | 0.09% | $226.49 | Filing |
| Q1 2025 | Trimmed | 11,550 | $1,917,300 | 0.07% | $166.00 | Filing |
| Q4 2024 | Added | 14,638 | $2,890,859 | 0.11% | $197.49 | Filing |
| Q3 2024 | Added | 14,550 | $2,526,899 | 0.10% | $173.67 | Filing |
| Q2 2024 | Trimmed | 8,163 | $1,418,811 | 0.06% | $173.81 | Filing |
| Q1 2024 | Trimmed | 8,193 | $1,114,658 | 0.05% | $136.05 | Filing |
| Q4 2023 | No change | 8,240 | $856,960 | 0.04% | $104.00 | Filing |
| Q3 2023 | No change | 8,240 | $716,056 | 0.04% | $86.90 | Filing |
| Q2 2023 | Trimmed | 8,240 | $831,581 | 0.04% | $100.92 | Filing |
| Q1 2023 | Trimmed | 14,197 | $1,320,605 | 0.08% | $93.02 | Filing |
| Q4 2022 | Added | 15,066 | $1,122,266 | 0.07% | $74.49 | Filing |
| Q3 2022 | No change | 8,240 | $565,000 | 0.04% | $68.57 | Filing |
| Q2 2022 | No change | 8,240 | $674,000 | 0.04% | $81.80 | Filing |
| Q1 2022 | Trimmed | 8,240 | $859,000 | 0.05% | $104.25 | Filing |
| Q4 2021 | Added | 13,183 | $1,586,000 | 0.08% | $120.31 | Filing |
| Q3 2021 | Added | 12,448 | $1,390,000 | 0.08% | $111.66 | Filing |
| Q2 2021 | Trimmed | 8,240 | $990,000 | 0.06% | $120.15 | Filing |
| Q1 2021 | Trimmed | 9,277 | $1,097,000 | 0.07% | $118.25 | Filing |
| Q4 2020 | Trimmed | 9,377 | $1,022,000 | 0.08% | $108.99 | Filing |
| Q3 2020 | Added | 12,397 | $1,005,000 | 0.09% | $81.07 | Filing |
| Q2 2020 | New | 5,336 | $303,000 | 0.03% | $56.78 | Filing |