John Rogers - Ariel Investments
Holding/activity history for Taiwan Semiconductor (TSM)
← All TSM superinvestors
| Period | Shares | % of Portfolio | Activity | % Change to Portfolio | Price | Value | Filing |
|---|---|---|---|---|---|---|---|
| 2026 Q1 | 16,092 | 0.06 | Add 58.35% | 0.02 | $311.70–390.21 · VW $343.40i | $5,438,291 | SEC |
| 2025 Q4 | 10,162 | 0.03 | Reduce 9.72% | <0.01 | $266.82–313.98 · VW $294.68i | $3,088,130 | SEC |
| 2025 Q3 | 11,256 | 0.03 | Reduce 62.52% | 0.05 | $221.18–286.00 · VW $245.26i | $3,143,688 | SEC |
| 2025 Q2 | 30,031 | 0.08 | Reduce 0.26% | <0.01 | $134.25–228.88 · VW $180.01i | $6,801,721 | SEC |
| 2025 Q1 | 30,108 | 0.06 | Reduce 62.19% | 0.11 | $159.73–226.40 · VW $190.41i | $4,997,928 | SEC |
| 2024 Q4 | 79,638 | 0.17 | Reduce 43.85% | 0.11 | $170.78–212.60 · VW $192.91i | $15,727,709 | SEC |
| 2024 Q3 | 141,832 | 0.26 | Reduce 6.05% | 0.02 | $133.57–193.47 · VW $167.67i | $24,631,963 | SEC |
| 2024 Q2 | 150,961 | 0.29 | Reduce 5.68% | 0.01 | $125.78–184.86 · VW $151.33i | $26,238,531 | SEC |
| 2024 Q1 | 160,054 | 0.22 | Reduce 10.24% | 0.02 | $98.80–158.40 · VW $126.98i | $21,775,347 | SEC |
| 2023 Q4 | 178,310 | 0.19 | Buy | 0.19 | $84.95–105.52 · VW $94.64i | $18,544,240 | SEC |
Price snapshot:
Current price$421.58
Avg. buy price$190.21
+/- since buy121.64%
52-week low$221.25
52-week high$479.00