Dan Polen - Polen Capital Management
Holding/activity history for Taiwan Semiconductor (TSM)
← All TSM superinvestors
| Period | Shares | % of Portfolio | Activity | % Change to Portfolio | Price | Value | Filing |
|---|---|---|---|---|---|---|---|
| 2026 Q1 | 174,686 | 0.41 | Reduce 12.92% | 0.03 | $311.70–390.21 · VW $343.40i | $59,035,081 | SEC |
| 2025 Q4 | 200,593 | 0.26 | Add 13.29% | 0.03 | $266.82–313.98 · VW $294.68i | $60,958,295 | SEC |
| 2025 Q3 | 177,059 | 0.16 | Buy | 0.16 | $221.18–286.00 · VW $245.26i | $49,450,793 | SEC |
| 2024 Q1 | 0 | 0.00 | Sell 100.00% | 0.01 | $98.80–158.40 · VW $126.98i | SEC | |
| 2023 Q4 | 42,083 | 0.01 | Reduce 25.36% | <0.01 | $84.95–105.52 · VW $94.64i | $4,376,632 | SEC |
| 2023 Q3 | 56,381 | 0.01 | Buy | 0.01 | $84.02–107.30 · VW $94.88i | $4,899,509 | SEC |
Price snapshot:
Current price$421.58
Avg. buy price$282.18
+/- since buy49.40%
52-week low$221.25
52-week high$479.00