Giverny Capital — TSM Trade History
Quarter-by-quarter changes in the TAIWAN SEMICONDUCTOR MFG LTD position · CUSIP 874039100
Currently held · 2 YearsFirst seen: 2020 Q2
| Quarter | Filed | Activity | Shares | Δ Shares | Δ % | Value | % Port. |
|---|---|---|---|---|---|---|---|
| 2026 Q2 | 2026-08-26 | Reduce | 3,655 | -4,470 | -55.0% | $1.7M | 0.06% |
| 2026 Q1 | 2026-05-15 | Reduce | 8,125 | -7,944 | -49.4% | $2.7M | 0.10% |
| 2025 Q4 | 2026-02-13 | Add | 16,069 | 7,906 | +96.9% | $4.8M | 0.16% |
| 2025 Q3 | 2025-11-17 | Reduce | 8,163 | -3,387 | -29.3% | $2.3M | 0.08% |
| 2025 Q2 | 2025-08-13 | Reduce | 11,550 | -3,088 | -21.1% | $2.6M | 0.09% |
| 2024 Q4 | 2025-08-12 | Add | 14,638 | 3,088 | +26.7% | $2.9M | 0.11% |
| 2025 Q1 | 2025-08-12 | Reduce | 11,550 | -3,000 | -20.6% | $1.9M | 0.07% |
| 2024 Q3 | 2024-11-13 | New | 14,550 | 14,550 | — | $2.5M | 0.10% |
| 2023 Q4 | 2024-08-23 | — | — | — | — | — | — |
| 2024 Q1 | 2024-08-20 | Sold out | — | -8,163 | -100.0% | — | — |
| 2024 Q2 | 2024-08-14 | Reduce | 8,163 | -77 | -0.9% | $1.4M | 0.06% |
| 2023 Q3 | 2024-01-25 | Hold | 8,240 | — | 0.0% | $716.1K | 0.04% |
| 2023 Q2 | 2023-08-07 | Reduce | 8,240 | -6,826 | -45.3% | $831.6K | 0.04% |
| 2022 Q4 | 2023-05-17 | Add | 15,066 | 869 | +6.1% | $1.1M | 0.07% |
| 2023 Q1 | 2023-05-12 | Add | 14,197 | 5,957 | +72.3% | $1.3M | 0.08% |
| 2022 Q3 | 2022-11-14 | Hold | 8,240 | — | 0.0% | $565.0K | 0.04% |
| 2022 Q2 | 2022-08-12 | Hold | 8,240 | — | 0.0% | $674.0K | 0.04% |
| 2022 Q1 | 2022-05-12 | Reduce | 8,240 | -4,943 | -37.5% | $859.0K | 0.05% |
| 2021 Q4 | 2022-02-11 | Add | 13,183 | 735 | +5.9% | $1.6M | 0.09% |
| 2021 Q3 | 2021-11-15 | Add | 12,448 | 4,208 | +51.1% | $1.4M | 0.08% |
| 2021 Q2 | 2021-08-13 | Reduce | 8,240 | -1,037 | -11.2% | $990.0K | 0.06% |
| 2021 Q1 | 2021-05-17 | Reduce | 9,277 | -100 | -1.1% | $1.1M | 0.07% |
| 2020 Q4 | 2021-02-16 | Reduce | 9,377 | -3,020 | -24.4% | $1.0M | 0.08% |
| 2020 Q3 | 2020-11-13 | Add | 12,397 | 7,061 | +132.3% | $1.0M | 0.09% |
| 2020 Q2 | 2020-08-07 | New | 5,336 | 5,336 | — | $303.0K | 0.03% |
| 2020 Q1 | 2020-05-15 | — | — | — | — | — | — |
| 2019 Q4 | 2020-02-07 | — | — | — | — | — | — |
| 2019 Q3 | 2019-11-14 | — | — | — | — | — | — |
| 2019 Q2 | 2019-08-13 | — | — | — | — | — | — |
| 2019 Q1 | 2019-05-14 | — | — | — | — | — | — |
| 2018 Q4 | 2019-02-13 | — | — | — | — | — | — |
| 2018 Q3 | 2018-11-13 | — | — | — | — | — | — |
| 2018 Q2 | 2018-08-14 | — | — | — | — | — | — |
| 2018 Q1 | 2018-05-11 | — | — | — | — | — | — |
| 2017 Q4 | 2018-02-13 | — | — | — | — | — | — |
| 2017 Q3 | 2017-11-13 | — | — | — | — | — | — |
| 2017 Q2 | 2017-08-04 | — | — | — | — | — | — |
| 2017 Q1 | 2017-05-11 | — | — | — | — | — | — |
| 2016 Q4 | 2017-02-10 | — | — | — | — | — | — |
| 2016 Q3 | 2016-11-08 | — | — | — | — | — | — |
Share counts are split-adjusted. Time held counts consecutive quarters ending with the latest filing; more than ten years shows as ">10 Years".
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.