Francois Rochon - Giverny Capital
Holding/activity history for Taiwan Semiconductor S.A. (TSM)
| Period | Shares | % of Portfolio | Activity | % Change to Portfolio | Reported Price |
| 2024 Q3 | 14,550 | 0.10 | Add 78.24% | 0.04 | $173.68 |
| 2024 Q2 | 8,163 | 0.06 | Reduce 0.37% | 0.00 | $173.83 |
| 2024 Q1 | 8,193 | 0.05 | Reduce 0.57% | 0.00 | $136.09 |
| 2023 Q4 | 8,240 | 0.04 | $104.00 | ||
| 2023 Q3 | 8,240 | 0.04 | $86.89 | ||
| 2023 Q2 | 8,240 | 0.04 | Reduce 41.96% | 0.03 | $100.97 |
| 2023 Q1 | 14,197 | 0.08 | Reduce 5.77% | 0.00 | $93.05 |
| 2022 Q4 | 15,066 | 0.07 | Add 82.84% | 0.03 | $74.47 |
| 2022 Q3 | 8,240 | 0.04 | $68.57 | ||
| 2022 Q2 | 8,240 | 0.04 | $81.80 | ||
| 2022 Q1 | 8,240 | 0.05 | Reduce 37.50% | 0.03 | $104.25 |
| 2021 Q4 | 13,183 | 0.08 | Add 5.90% | 0.00 | $120.31 |
| 2021 Q3 | 12,448 | 0.08 | Add 51.07% | 0.03 | $111.66 |
| 2021 Q2 | 8,240 | 0.06 | Reduce 11.18% | 0.01 | $120.15 |
| 2021 Q1 | 9,277 | 0.07 | Reduce 1.07% | 0.00 | $118.25 |
| 2020 Q4 | 9,377 | 0.08 | Reduce 24.36% | 0.03 | $108.99 |
| 2020 Q3 | 12,397 | 0.09 | Add 132.33% | 0.05 | $81.07 |
| 2020 Q2 | 5,336 | 0.03 | Buy | 0.03 | $56.78 |