Christopher Davis - Davis Selected Advisers
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    112
Portfolio value:    $21,781,443,023
Holdings Activity Buys Sells    History
Holding/activity history for  Taiwan Semiconductor (TSM)
← All TSM superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2026   Q1 7,200 0.01 $337.95 $2,433,240 SEC
2025   Q4 7,200 0.01 $303.89 $2,188,008 SEC
2025   Q3 7,200 0.01 $279.29 $2,010,888 SEC
2025   Q2 7,200 0.01 Buy 0.01 $134.25–228.88 · VW $180.01i $1,630,728 SEC
2005   Q1 0 0.00 Sell 100.00% $7.07–8.69 · VW $7.98i SEC
2004   Q4 1,147,204 0.00 Add 3.64% $6.23–8.08 · VW $7.23i $6,898,063,000 SEC
2004   Q3 1,106,896 2.34 Add 0.62% 0.01 $6.07–7.59 · VW $6.76i $6,896,372,000 SEC
2004   Q2 1,100,122 <0.01 Add 0.08% $6.62–9.10 · VW $7.78i $8,411,000 SEC
2003   Q4 1,099,288 <0.01 $8.26 $9,085,000 SEC
2003   Q3 1,099,288 0.02 Reduce 6.34% 0.60 $7.26–10.44 · VW $8.61i $9,608,000 SEC
2003   Q2 1,173,726 9.49 Reduce 1.14% <0.01 $5.08–8.38 · VW $6.90i $20,654,907,000 SEC
2003   Q1 1,187,231 0.03 Add 92.52% 0.01 $4.75–6.43 · VW $5.41i $9,262,000 SEC
2002   Q4 616,694 25.60 Add 23.95% 4.95 $3.97–7.25 · VW $5.94i $27,519,933,000 SEC
2002   Q3 497,530 11.21 Reduce 2.87% $4.55–10.54 · VW $6.73i $13,767,234,000 SEC
2002   Q2 512,251 0.00 Add 19.69% $9.07–14.13 · VW $11.39i $13,769,392,000 SEC
2002   Q1 427,966 <0.01 Add 208.31% <0.01 $10.77–14.26 · VW $12.20i $6,033,000 SEC
2001   Q4 138,812 5.28 Add 0.33% 0.02 $5.74–13.24 · VW $10.04i $6,890,715,000 SEC
2001   Q3 138,351 2.44 Reduce 72.03% $5.70–11.89 · VW $9.27i $6,889,965,000 SEC
2001   Q2 494,559 0.00 Add 299.97% $8.04–12.12 · VW $10.33i $6,889,248,000 SEC
2001   Q1 123,650 <0.01 Reduce 25.59% $8.19–12.92 · VW $10.18i $1,170,000 SEC
2000   Q4 166,185 0.00 Add 13.55% $7.82–12.49 · VW $9.72i $1,391,000 SEC
2000   Q3 146,360 <0.01 Buy <0.01 $9.89–18.99 · VW $14.40i $1,447,000 SEC
2000   Q2 0 0.00 Sell 100.00% <0.01 $14.86–22.03 · VW $18.45i SEC
2000   Q1 83,093 <0.01 Reduce 48.78% <0.01 $17.06–27.29 · VW $22.03i $1,884,000 SEC
1999   Q4 162,228 <0.01 $13.57 $2,202,000 SEC
1999   Q3 162,228 <0.01 $12.89 $2,091,000 SEC
1999   Q2 162,228 0.01 Buy 0.01 $6.55–10.75 · VW $8.13i $1,700,000 SEC
Price snapshot:
Current price$421.58
Avg. buy price$226.49
+/- since buy86.14%
52-week low$221.25
52-week high$479.00