Renaissance Technologies — TSM Trade History
Quarter-by-quarter changes in the TAIWAN SEMICONDUCTOR MANUFAC position · CUSIP 874039100
Currently held · 2.5 YearsFirst seen: 2019 Q4
| Quarter | Filed | Activity | Shares | Δ Shares | Δ % | Value | % Port. |
|---|---|---|---|---|---|---|---|
| 2026 Q2 | 2026-08-13 | Add | 849,080 | 281,120 | +49.5% | $405.5M | 0.56% |
| 2026 Q1 | 2026-05-14 | Reduce | 567,960 | -599,320 | -51.3% | $191.9M | 0.30% |
| 2025 Q4 | 2026-02-12 | Reduce | 1,167,280 | -175,640 | -13.1% | $354.7M | 0.55% |
| 2025 Q3 | 2025-11-13 | Add | 1,342,920 | 529,500 | +65.1% | $375.1M | 0.49% |
| 2025 Q2 | 2025-08-13 | Add | 813,420 | 270,600 | +49.9% | $184.2M | 0.24% |
| 2025 Q1 | 2025-05-14 | Reduce | 542,820 | -1,086,422 | -66.7% | $90.1M | 0.14% |
| 2024 Q4 | 2025-02-13 | Add | 1,629,242 | 780,822 | +92.0% | $321.8M | 0.48% |
| 2024 Q3 | 2024-11-13 | Add | 848,420 | 813,591 | +2336.0% | $147.3M | 0.22% |
| 2024 Q2 | 2024-08-09 | Reduce | 34,829 | -23,091 | -39.9% | $6.1M | 0.01% |
| 2024 Q1 | 2024-05-13 | New | 57,920 | 57,920 | — | $7.9K | 0.01% |
| 2023 Q4 | 2024-02-13 | Sold out | — | -1,063,820 | -100.0% | — | — |
| 2023 Q3 | 2023-11-14 | Reduce | 1,063,820 | -2,135,900 | -66.8% | $92.4K | 0.16% |
| 2023 Q2 | 2023-08-11 | Add | 3,199,720 | 536,300 | +20.1% | $322.9K | 0.47% |
| 2023 Q1 | 2023-05-12 | Reduce | 2,663,420 | -4,913,600 | -64.8% | $247.8K | 0.33% |
| 2022 Q4 | 2023-02-13 | Add | 7,577,020 | 7,550,320 | +28278.4% | $564.4K | 0.77% |
| 2022 Q3 | 2022-11-14 | Reduce | 26,700 | -116,900 | -81.4% | $1.8M | 0.00% |
| 2022 Q2 | 2022-08-12 | New | 143,600 | 143,600 | — | $11.7M | 0.01% |
| 2022 Q1 | 2022-05-13 | Sold out | — | -446,820 | -100.0% | — | — |
| 2021 Q4 | 2022-02-11 | Reduce | 446,820 | -1,310,200 | -74.6% | $53.8M | 0.07% |
| 2021 Q3 | 2021-11-12 | Add | 1,757,020 | 439,700 | +33.4% | $196.2M | 0.25% |
| 2021 Q2 | 2021-08-13 | Reduce | 1,317,320 | -1,200 | -0.1% | $158.3M | 0.20% |
| 2021 Q1 | 2021-05-13 | New | 1,318,520 | 1,318,520 | — | $156.0M | 0.19% |
| 2020 Q4 | 2021-02-10 | — | — | — | — | — | — |
| 2020 Q3 | 2020-11-13 | Sold out | — | -2,601,999 | -100.0% | — | — |
| 2020 Q2 | 2020-08-13 | Reduce | 2,601,999 | -2,828,198 | -52.1% | $147.7M | 0.13% |
| 2020 Q1 | 2020-05-14 | Reduce | 5,430,197 | -4,741,285 | -46.6% | $259.5M | 0.25% |
| 2019 Q4 | 2020-02-13 | New | 10,171,482 | 10,171,482 | — | $591.0M | 0.45% |
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.