Robert Torray - Torray Investment Partners
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    86
Portfolio value:    $638,141,748
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 27,110 1.44 Add 0.50% <0.01 $311.70–390.21 · VW $343.40i $9,161,933 SEC
2025   Q4 26,974 1.26 Reduce 2.48% 0.03 $266.82–313.98 · VW $294.68i $8,197,226 SEC
2025   Q3 27,661 1.08 Reduce 3.99% 0.04 $221.18–286.00 · VW $245.26i $7,725,441 SEC
2025   Q2 28,812 0.95 Buy 0.95 $134.25–228.88 · VW $180.01i $6,525,630 SEC
Price snapshot:
Current price$421.58
Avg. buy price$227.05
+/- since buy85.68%
52-week low$221.25
52-week high$479.00