Ruane, Cunniff & Goldfarb — TSM Trade History
Quarter-by-quarter changes in the TAIWAN SEMICONDUCTOR MANUFAC position · CUSIP 874039100
Currently held · 6.8 YearsFirst seen: 2019 Q4
| Quarter | Filed | Activity | Shares | Δ Shares | Δ % | Value | % Port. |
|---|---|---|---|---|---|---|---|
| 2026 Q2 | 2026-08-14 | Reduce | 1,172,725 | -35,694 | -3.0% | $560.1M | 8.71% |
| 2026 Q1 | 2026-05-15 | Reduce | 1,208,419 | -213,302 | -15.0% | $408.4M | 6.78% |
| 2025 Q4 | 2026-02-13 | Reduce | 1,421,721 | -460,000 | -24.4% | $432.0M | 6.75% |
| 2025 Q3 | 2025-11-14 | Reduce | 1,881,721 | -35,960 | -1.9% | $525.5M | 8.71% |
| 2025 Q2 | 2025-08-14 | Add | 1,917,681 | 51,388 | +2.8% | $434.3M | 7.45% |
| 2025 Q1 | 2025-05-15 | Reduce | 1,866,293 | -67,588 | -3.5% | $309.8M | 5.63% |
| 2024 Q4 | 2025-02-14 | Reduce | 1,933,881 | -970,808 | -33.4% | $381.9M | 6.48% |
| 2024 Q3 | 2024-11-14 | Reduce | 2,904,689 | -119,034 | -3.9% | $504.5M | 7.89% |
| 2024 Q2 | 2024-08-14 | Reduce | 3,023,723 | -692,927 | -18.6% | $525.6M | 8.19% |
| 2024 Q1 | 2024-05-15 | Reduce | 3,716,650 | -353,629 | -8.7% | $505.7M | 7.85% |
| 2023 Q4 | 2024-02-14 | Reduce | 4,070,279 | -125,036 | -3.0% | $423.3M | 6.76% |
| 2023 Q3 | 2023-11-14 | Reduce | 4,195,315 | -128,621 | -3.0% | $364.6M | 6.05% |
| 2023 Q2 | 2023-08-14 | Reduce | 4,323,936 | -76,884 | -1.7% | $436.4M | 6.88% |
| 2023 Q1 | 2023-05-15 | Reduce | 4,400,820 | -103,342 | -2.3% | $409.4M | 6.69% |
| 2022 Q4 | 2023-02-13 | Reduce | 4,504,162 | -146,868 | -3.2% | $335.5M | 5.24% |
| 2022 Q3 | 2022-11-14 | Reduce | 4,651,030 | -1,951,017 | -29.6% | $318.9M | 4.74% |
| 2022 Q2 | 2022-08-15 | Reduce | 6,602,047 | -189,597 | -2.8% | $539.7M | 7.03% |
| 2022 Q1 | 2022-05-13 | Reduce | 6,791,644 | -188,988 | -2.7% | $708.1M | 6.97% |
| 2021 Q4 | 2022-02-14 | Reduce | 6,980,632 | -90,160 | -1.3% | $839.8M | 7.17% |
| 2021 Q3 | 2021-11-15 | Add | 7,070,792 | 1,221,460 | +20.9% | $789.5M | 7.09% |
| 2021 Q2 | 2021-08-16 | Reduce | 5,849,332 | -71,313 | -1.2% | $702.9M | 6.23% |
| 2021 Q1 | 2021-05-17 | Reduce | 5,920,645 | -769,234 | -11.5% | $700.3M | 6.58% |
| 2020 Q4 | 2021-02-16 | Reduce | 6,689,879 | -58,220 | -0.9% | $729.5M | 7.78% |
| 2020 Q3 | 2020-11-16 | Reduce | 6,748,099 | -79,356 | -1.2% | $547.1M | 6.51% |
| 2020 Q2 | 2020-08-14 | Add | 6,827,455 | 3,780,024 | +124.0% | $387.6M | 5.19% |
| 2020 Q1 | 2020-05-15 | Add | 3,047,431 | 65,000 | +2.2% | $145.6M | 2.33% |
| 2019 Q4 | 2020-02-14 | New | 2,982,431 | 2,982,431 | — | $173.3M | 2.14% |
| 2019 Q3 | 2019-11-14 | — | — | — | — | — | — |
| 2019 Q2 | 2019-08-14 | — | — | — | — | — | — |
| 2019 Q1 | 2019-05-15 | — | — | — | — | — | — |
| 2018 Q4 | 2019-02-14 | — | — | — | — | — | — |
| 2018 Q3 | 2018-11-14 | — | — | — | — | — | — |
| 2018 Q2 | 2018-08-14 | — | — | — | — | — | — |
| 2018 Q1 | 2018-05-15 | — | — | — | — | — | — |
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.