Robert Millen - Jensen Investment Management
Holding/activity history for Taiwan Semiconductor (TSM)
← All TSM superinvestors
| Period | Shares | % of Portfolio | Activity | % Change to Portfolio | Price | Value | Filing |
|---|---|---|---|---|---|---|---|
| 2026 Q1 | 16,427 | 0.11 | Reduce 4.05% | <0.01 | $311.70–390.21 · VW $343.40i | $5,551,505 | SEC |
| 2025 Q4 | 17,120 | 0.08 | Reduce 10.46% | <0.01 | $266.82–313.98 · VW $294.68i | $5,202,597 | SEC |
| 2025 Q3 | 19,120 | 0.07 | Add 10.28% | <0.01 | $221.18–286.00 · VW $245.26i | $5,340,025 | SEC |
| 2025 Q2 | 17,338 | 0.05 | Reduce 15.58% | <0.01 | $134.25–228.88 · VW $180.01i | $3,926,884 | SEC |
| 2025 Q1 | 20,538 | 0.04 | $166.00 | $3,409,308 | SEC | ||
| 2024 Q4 | 20,538 | 0.04 | Add 0.83% | <0.01 | $170.78–212.60 · VW $192.91i | $4,056,050 | SEC |
| 2024 Q3 | 20,368 | 0.03 | $173.67 | $3,537,311 | SEC | ||
| 2024 Q2 | 20,368 | 0.03 | Add 1.64% | <0.01 | $125.78–184.86 · VW $151.33i | $3,540,162 | SEC |
| 2024 Q1 | 20,040 | 0.02 | Add 10.29% | <0.01 | $98.80–158.40 · VW $126.98i | $2,726,442 | SEC |
| 2023 Q4 | 18,170 | 0.01 | Add 3.18% | <0.01 | $84.95–105.52 · VW $94.64i | $1,889,680 | SEC |
| 2023 Q3 | 17,610 | 0.01 | $86.90 | $1,530,309 | SEC | ||
| 2023 Q2 | 17,610 | 0.01 | Add 0.40% | $81.21–110.69 · VW $95.25i | $1,777,201 | SEC | |
| 2023 Q1 | 17,540 | 0.01 | Reduce 6.30% | <0.01 | $73.77–98.99 · VW $89.99i | $1,621,924 | SEC |
| 2022 Q4 | 18,720 | 0.01 | Add 14.57% | <0.01 | $59.43–83.63 · VW $72.17i | $1,394,453 | SEC |
| 2022 Q3 | 16,340 | 0.01 | Add 1.87% | <0.01 | $67.74–91.94 · VW $81.17i | $1,120,000 | SEC |
| 2022 Q2 | 16,040 | 0.01 | Add 14.41% | <0.01 | $80.12–105.95 · VW $92.00i | $1,311,000 | SEC |
| 2022 Q1 | 14,020 | 0.01 | Add 8.01% | <0.01 | $97.62–145.00 · VW $115.50i | $1,462,000 | SEC |
| 2021 Q4 | 12,980 | 0.01 | Add 16.10% | <0.01 | $107.58–128.09 · VW $117.25i | $1,562,000 | SEC |
| 2021 Q3 | 11,180 | 0.01 | Add 14.20% | <0.01 | $107.68–125.78 · VW $116.73i | $1,248,000 | SEC |
| 2021 Q2 | 9,790 | <0.01 | Add 10.62% | <0.01 | $107.87–127.40 · VW $117.57i | $1,176,000 | SEC |
| 2021 Q1 | 8,850 | 0.01 | Add 9.39% | <0.01 | $107.89–142.20 · VW $123.30i | $1,047,000 | SEC |
| 2020 Q4 | 8,090 | 0.01 | Add 21.29% | <0.01 | $80.61–109.70 · VW $95.16i | $882,000 | SEC |
| 2020 Q3 | 6,670 | <0.01 | Add 80.76% | <0.01 | $56.76–86.79 · VW $77.08i | $541,000 | SEC |
| 2020 Q2 | 3,690 | <0.01 | Buy | <0.01 | $46.30–58.04 · VW $52.40i | $209,000 | SEC |
Price snapshot:
Current price$421.58
Avg. buy price$112.47
+/- since buy274.85%
52-week low$221.25
52-week high$479.00