Francois Rochon - Giverny Capital Inc.
Holding/activity history for Taiwan Semiconductor S.A. (TSM)
| Period | Shares | % of Portfolio | Activity | % Change to Portfolio | Reported Price | Value | Filing |
|---|---|---|---|---|---|---|---|
| 2026 Q1 | 8,125 | 0.10 | Reduce 49.44% | 0.08 | $337.95 | $2,745,844 | SEC |
| 2025 Q4 | 16,069 | 0.16 | Add 96.85% | 0.08 | $301.00 | $4,836,769 | SEC |
| 2025 Q3 | 8,163 | 0.08 | Reduce 29.32% | 0.03 | $279.29 | $2,279,844 | SEC |
| 2025 Q2 | 11,550 | 0.09 | $226.49 | $2,615,960 | SEC | ||
| 2025 Q1 | 11,550 | 0.07 | Reduce 21.10% | 0.02 | $166.00 | $1,917,300 | SEC |
| 2024 Q4 | 14,638 | 0.11 | Add 0.60% | <0.01 | $197.49 | $2,890,859 | SEC |
| 2024 Q3 | 14,550 | 0.10 | Add 78.24% | 0.04 | $173.67 | $2,526,899 | SEC |
| 2024 Q2 | 8,163 | 0.06 | Reduce 0.37% | <0.01 | $173.81 | $1,418,811 | SEC |
| 2024 Q1 | 8,193 | 0.05 | Reduce 0.57% | <0.01 | $136.05 | $1,114,658 | SEC |
| 2023 Q4 | 8,240 | 0.04 | $104.00 | $856,960 | SEC | ||
| 2023 Q3 | 8,240 | 0.04 | $86.90 | $716,056 | SEC | ||
| 2023 Q2 | 8,240 | 0.04 | Reduce 41.96% | 0.03 | $100.92 | $831,581 | SEC |
| 2023 Q1 | 14,197 | 0.08 | Reduce 5.77% | <0.01 | $93.02 | $1,320,605 | SEC |
| 2022 Q4 | 15,066 | 0.07 | Add 82.84% | 0.03 | $74.49 | $1,122,266 | SEC |
| 2022 Q3 | 8,240 | 0.04 | $68.57 | $565,000 | SEC | ||
| 2022 Q2 | 8,240 | 0.04 | $81.80 | $674,000 | SEC | ||
| 2022 Q1 | 8,240 | 0.05 | Reduce 37.50% | 0.03 | $104.25 | $859,000 | SEC |
| 2021 Q4 | 13,183 | 0.08 | Add 5.90% | <0.01 | $120.31 | $1,586,000 | SEC |
| 2021 Q3 | 12,448 | 0.08 | Add 51.07% | 0.03 | $111.66 | $1,390,000 | SEC |
| 2021 Q2 | 8,240 | 0.06 | Reduce 11.18% | <0.01 | $120.15 | $990,000 | SEC |
| 2021 Q1 | 9,277 | 0.07 | Reduce 1.07% | <0.01 | $118.25 | $1,097,000 | SEC |
| 2020 Q4 | 9,377 | 0.08 | Reduce 24.36% | 0.02 | $0.11 | $1,022 | SEC |
| 2020 Q3 | 12,397 | 0.09 | Add 132.33% | 0.05 | $81.07 | $1,005,000 | SEC |
| 2020 Q2 | 5,336 | 0.03 | Buy | 0.03 | $56.78 | $303,000 | SEC |