Robert Goldfarb - Ruane, Cunniff & Goldfarb
Holding/activity history for Taiwan Semiconductor (TSM)
← All TSM superinvestors
| Period | Shares | % of Portfolio | Activity | % Change to Portfolio | Price | Value | Filing |
|---|---|---|---|---|---|---|---|
| 2026 Q1 | 1,208,419 | 6.77 | Reduce 15.00% | 1.01 | $311.70–390.21 · VW $343.40i | $408,385,201 | SEC |
| 2025 Q4 | 1,421,721 | 6.75 | Reduce 24.45% | 2.13 | $266.82–313.98 · VW $294.68i | $432,046,795 | SEC |
| 2025 Q3 | 1,881,721 | 8.71 | Reduce 1.88% | 0.14 | $221.18–286.00 · VW $245.26i | $525,545,858 | SEC |
| 2025 Q2 | 1,917,681 | 7.45 | Add 2.75% | 0.20 | $134.25–228.88 · VW $180.01i | $434,335,570 | SEC |
| 2025 Q1 | 1,866,293 | 5.63 | Reduce 3.49% | 0.23 | $159.73–226.40 · VW $190.41i | $309,804,638 | SEC |
| 2024 Q4 | 1,933,881 | 6.48 | Reduce 33.42% | 2.64 | $170.78–212.60 · VW $192.91i | $381,922,159 | SEC |
| 2024 Q3 | 2,904,689 | 7.89 | Reduce 3.94% | 0.32 | $133.57–193.47 · VW $167.67i | $504,457,339 | SEC |
| 2024 Q2 | 3,023,723 | 8.19 | Reduce 18.64% | 1.46 | $125.78–184.86 · VW $151.33i | $525,553,295 | SEC |
| 2024 Q1 | 3,716,650 | 7.85 | Reduce 8.69% | 0.59 | $98.80–158.40 · VW $126.98i | $505,650,233 | SEC |
| 2023 Q4 | 4,070,279 | 6.77 | Reduce 2.98% | 0.18 | $84.95–105.52 · VW $94.64i | $423,309,016 | SEC |
| 2023 Q3 | 4,195,315 | 6.05 | Reduce 2.97% | 0.20 | $84.02–107.30 · VW $94.88i | $364,572,874 | SEC |
| 2023 Q2 | 4,323,936 | 6.88 | Reduce 1.75% | 0.12 | $81.21–110.69 · VW $95.25i | $436,371,621 | SEC |
| 2023 Q1 | 4,400,820 | 6.69 | Reduce 2.29% | 0.12 | $73.77–98.99 · VW $89.99i | $409,364,276 | SEC |
| 2022 Q4 | 4,504,162 | 5.24 | Reduce 3.16% | 0.15 | $59.43–83.63 · VW $72.17i | $335,515,027 | SEC |
| 2022 Q3 | 4,651,030 | 4.74 | Reduce 29.55% | 2.08 | $67.74–91.94 · VW $81.17i | $318,875,000 | SEC |
| 2022 Q2 | 6,602,047 | 7.03 | Reduce 2.79% | 0.19 | $80.12–105.95 · VW $92.00i | $539,717,000 | SEC |
| 2022 Q1 | 6,791,644 | 6.97 | Reduce 2.71% | 0.19 | $97.62–145.00 · VW $115.50i | $708,097,000 | SEC |
| 2021 Q4 | 6,980,632 | 7.17 | Reduce 1.28% | 0.09 | $107.58–128.09 · VW $117.25i | $839,840,000 | SEC |
| 2021 Q3 | 7,070,792 | 7.09 | Add 20.88% | 1.22 | $107.68–125.78 · VW $116.73i | $789,454,000 | SEC |
| 2021 Q2 | 5,849,332 | 6.23 | Reduce 1.20% | 0.08 | $107.87–127.40 · VW $117.57i | $702,856,000 | SEC |
| 2021 Q1 | 5,920,645 | 6.58 | Reduce 11.50% | 0.89 | $107.89–142.20 · VW $123.30i | $700,294,000 | SEC |
| 2020 Q4 | 6,689,879 | 7.78 | Reduce 0.86% | 0.06 | $80.61–109.70 · VW $95.16i | $729,464,000 | SEC |
| 2020 Q3 | 6,748,099 | 6.51 | Reduce 1.16% | 0.06 | $56.76–86.79 · VW $77.08i | $547,068,000 | SEC |
| 2020 Q2 | 6,827,455 | 5.19 | Add 124.04% | 2.87 | $46.30–58.04 · VW $52.40i | $387,595,000 | SEC |
| 2020 Q1 | 3,047,431 | 2.33 | Add 2.18% | 0.05 | $42.70–60.64 · VW $52.69i | $145,637,000 | SEC |
| 2019 Q4 | 2,982,431 | 2.14 | Buy | 2.14 | $46.24–59.71 · VW $52.77i | $173,279,000 | SEC |
Price snapshot:
Current price$421.58
Avg. buy price$70.94
+/- since buy494.25%
52-week low$221.25
52-week high$479.00