Mark Hillman - Hillman Capital Management
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    56
Portfolio value:    $144,004,744
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 7,962 1.87 Reduce 15.69% 0.28 $311.70–390.21 · VW $343.40i $2,690,758 SEC
2025   Q4 9,444 1.81 Reduce 15.49% 0.28 $266.82–313.98 · VW $294.68i $2,869,937 SEC
2025   Q3 11,175 1.82 Reduce 30.59% 0.61 $221.18–286.00 · VW $245.26i $3,121,066 SEC
2025   Q2 16,099 1.99 Add 792.41% 1.77 $134.25–228.88 · VW $180.01i $3,646,263 SEC
2025   Q1 1,804 0.15 Add 8.81% 0.01 $159.73–226.40 · VW $190.41i $299,464 SEC
2024   Q4 1,658 0.12 Reduce 4.16% <0.01 $170.78–212.60 · VW $192.91i $327,438 SEC
2024   Q3 1,730 0.10 Buy 0.10 $133.57–193.47 · VW $167.67i $300,449 SEC
2024   Q2 0 0.00 Sell 100.00% 3.50 $125.78–184.86 · VW $151.33i SEC
2024   Q1 79,991 3.50 Reduce 1.26% 0.04 $98.80–158.40 · VW $126.98i $10,882,709 SEC
2023   Q4 81,015 2.91 Reduce 15.63% 0.50 $84.95–105.52 · VW $94.64i $8,425,560 SEC
2023   Q3 96,022 3.21 Reduce 3.16% 0.11 $84.02–107.30 · VW $94.88i $8,344,312 SEC
2023   Q2 99,158 3.53 Add 0.01% <0.01 $81.21–110.69 · VW $95.25i $10,007,025 SEC
2023   Q1 99,152 3.49 Reduce 0.70% 0.02 $73.77–98.99 · VW $89.99i $9,223,119 SEC
2022   Q4 99,850 2.92 Reduce 2.43% 0.07 $59.43–83.63 · VW $72.17i $7,437,827 SEC
2022   Q3 102,336 2.91 Buy 2.91 $67.74–91.94 · VW $81.17i $7,016,000 SEC
2008   Q4 0 0.00 Sell 100.00% 1.29 $5.80–9.35 · VW $7.57i SEC
2008   Q3 627,335 1.29 Buy 1.29 $8.48–10.92 · VW $9.64i $5,849,000 SEC
2008   Q2 0 0.00 Sell 100.00% 0.59 $10.10–11.91 · VW $11.08i SEC
2008   Q1 624,188 0.59 $10.22 $6,379,000 SEC
2007   Q4 624,188 0.51 Buy 0.51 $9.11–10.78 · VW $10.05i $6,186,000 SEC
2007   Q3 0 0.00 Sell 100.00% 0.99 $8.72–11.75 · VW $10.08i SEC
2007   Q2 624,188 0.99 Add 0.50% <0.01 $10.13–11.28 · VW $10.71i $6,913,000 SEC
2007   Q1 621,084 1.07 $10.70 $6,643,436 SEC
2006   Q4 621,084 1.23 $10.88 $6,755,000 SEC
2006   Q3 621,084 1.08 $9.55 $5,933,000 SEC
2006   Q2 621,084 1.12 Reduce 0.00% $8.16–10.98 · VW $9.59i $5,673,000 SEC
2006   Q1 621,090 1.39 $9.72 $6,036,000 SEC
2005   Q4 621,090 1.84 $9.57 $5,946,000 SEC
2005   Q3 621,090 2.05 Buy 2.05 $7.49–9.14 · VW $8.15i $4,932,000 SEC
Price snapshot:
Current price$421.58
Avg. buy price$220.50
+/- since buy91.19%
52-week low$221.25
52-week high$479.00