David Rolfe - Wedgewood Partners
Holding/activity history for Taiwan Semiconductor (TSM)
← All TSM superinvestors
| Period | Shares | % of Portfolio | Activity | % Change to Portfolio | Price | Value | Filing |
|---|---|---|---|---|---|---|---|
| 2026 Q1 | 129,353 | 9.03 | Reduce 29.95% | 3.14 | $311.70–390.21 · VW $343.40i | $43,714,939 | SEC |
| 2025 Q4 | 184,661 | 10.48 | Reduce 2.44% | 0.24 | $266.82–313.98 · VW $294.68i | $56,116,508 | SEC |
| 2025 Q3 | 189,282 | 9.65 | Reduce 4.16% | 0.38 | $221.18–286.00 · VW $245.26i | $52,864,505 | SEC |
| 2025 Q2 | 197,500 | 9.16 | Reduce 16.60% | 1.54 | $134.25–228.88 · VW $180.01i | $47,202,444 | SEC |
| 2025 Q1 | 236,813 | 9.29 | Reduce 0.01% | <0.01 | $159.73–226.40 · VW $190.41i | $46,121,612 | SEC |
| 2024 Q4 | 236,828 | 9.21 | Reduce 3.78% | 0.32 | $170.78–212.60 · VW $192.91i | $46,771,149 | SEC |
| 2024 Q3 | 246,132 | 8.34 | Reduce 0.67% | 0.06 | $133.57–193.47 · VW $167.67i | $45,942,988 | SEC |
| 2024 Q2 | 247,788 | 8.48 | Reduce 2.32% | 0.18 | $125.78–184.86 · VW $151.33i | $41,536,659 | SEC |
| 2024 Q1 | 253,667 | 7.90 | Reduce 1.85% | 0.13 | $98.80–158.40 · VW $126.98i | $39,465,467 | SEC |
| 2023 Q4 | 258,459 | 6.94 | Reduce 2.78% | 0.15 | $84.95–105.52 · VW $94.64i | $32,966,454 | SEC |
| 2023 Q3 | 265,848 | 5.53 | Reduce 21.36% | 1.17 | $84.02–107.30 · VW $94.88i | $23,102,220 | SEC |
| 2023 Q2 | 338,042 | 5.50 | Reduce 0.02% | <0.01 | $81.21–110.69 · VW $95.25i | $34,114,000 | SEC |
| 2023 Q1 | 338,110 | 5.33 | Add 12.60% | 0.60 | $73.77–98.99 · VW $89.99i | $31,450,000 | SEC |
| 2022 Q4 | 300,283 | 4.11 | Add 1.27% | 0.05 | $59.43–83.63 · VW $72.17i | $22,367,000 | SEC |
| 2022 Q3 | 296,516 | 3.82 | Reduce 15.17% | 0.75 | $67.74–91.94 · VW $81.17i | $20,328,000 | SEC |
| 2022 Q2 | 349,542 | 4.94 | Add 0.66% | 0.03 | $80.12–105.95 · VW $92.00i | $28,574,000 | SEC |
| 2022 Q1 | 347,234 | 5.11 | Add 41.28% | 1.49 | $97.62–145.00 · VW $115.50i | $36,202,000 | SEC |
| 2021 Q4 | 245,781 | 3.93 | Add 16.98% | 0.57 | $107.58–128.09 · VW $117.25i | $29,569,000 | SEC |
| 2021 Q3 | 210,107 | 3.31 | Add 77.74% | 1.45 | $107.68–125.78 · VW $116.73i | $23,458,000 | SEC |
| 2021 Q2 | 118,209 | 2.06 | Buy | 2.06 | $107.87–127.40 · VW $117.57i | $14,203,000 | SEC |
Price snapshot:
Current price$421.58
Avg. buy price$110.39
+/- since buy281.89%
52-week low$221.25
52-week high$479.00