Steven Romick - First Pacific Advisors
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    83
Portfolio value:    $6,998,758,247
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
2020   Q4 0 0.00 Sell 100.00% 0.06 $80.61–109.70 · VW $95.16i SEC
2020   Q3 56,566 0.06 Reduce 13.16% <0.01 $56.76–86.79 · VW $77.08i $4,586,000 SEC
2020   Q2 65,136 0.05 Add 24024.44% 0.05 $46.30–58.04 · VW $52.40i $3,698,000 SEC
2020   Q1 270 <0.01 Buy <0.01 $42.70–60.64 · VW $52.69i $13,000 SEC
2017   Q1 0 0.00 Sell 100.00% 0.01 $28.98–33.53 · VW $31.34i SEC
2016   Q4 35,820 0.01 Reduce 71.14% 0.02 $28.34–31.62 · VW $30.04i $1,030,000 SEC
2016   Q3 124,100 0.03 Reduce 21.46% <0.01 $25.75–30.95 · VW $28.65i $3,796,000 SEC
2016   Q2 158,000 0.04 $26.23 $4,144,000 SEC
2016   Q1 158,000 0.04 Reduce 30.24% 0.02 $20.45–26.62 · VW $23.34i $4,140,000 SEC
2015   Q4 226,500 0.05 Reduce 13.28% <0.01 $20.21–23.66 · VW $22.23i $5,153,000 SEC
2015   Q3 261,200 0.05 Add 62.03% 0.02 $17.32–23.33 · VW $20.72i $5,420,000 SEC
2015   Q2 161,200 0.03 Reduce 2.01% <0.01 $22.36–25.77 · VW $23.91i $3,661,000 SEC
2015   Q1 164,500 0.03 Add 1.73% <0.01 $20.60–25.32 · VW $23.38i $3,862,000 SEC
2014   Q4 161,700 0.03 Reduce 62.47% 0.04 $19.39–23.54 · VW $21.88i $3,619,000 SEC
2014   Q3 430,800 0.07 Reduce 44.20% 0.06 $19.68–23.07 · VW $20.71i $8,693,000 SEC
2014   Q2 772,100 0.14 Reduce 44.31% 0.11 $19.50–21.69 · VW $20.51i $16,515,000 SEC
2014   Q1 1,386,500 0.25 Add 3.74% <0.01 $16.44–20.04 · VW $18.13i $27,757,000 SEC
2013   Q4 1,336,500 0.23 Buy 0.23 $16.68–19.25 · VW $17.79i $23,309,000 SEC
Price snapshot:
Current price$421.58
52-week low$221.25
52-week high$479.00