Ruane, Cunniff & Goldfarb’s TSMC TSM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $408M | Sell |
1,208,419
-213,302
| -15% | -$73.4M | 6.77% | 5 |
|
|
2025
Q4 | $432M | Sell |
1,421,721
-460,000
| -24% | -$135M | 6.75% | 7 |
|
|
2025
Q3 | $526M | Sell |
1,881,721
-35,960
| -2% | -$8.79M | 8.71% | 4 |
|
|
2025
Q2 | $434M | Buy |
1,917,681
+51,388
| +3% | +$9.52M | 7.45% | 5 |
|
|
2025
Q1 | $310M | Sell |
1,866,293
-67,588
| -3% | -$13.1M | 5.63% | 9 |
|
|
2024
Q4 | $382M | Sell |
1,933,881
-970,808
| -33% | -$188M | 6.48% | 8 |
|
|
2024
Q3 | $504M | Sell |
2,904,689
-119,034
| -4% | -$20.3M | 7.89% | 4 |
|
|
2024
Q2 | $526M | Sell |
3,023,723
-692,927
| -19% | -$105M | 8.19% | 4 |
|
|
2024
Q1 | $506M | Sell |
3,716,650
-353,629
| -9% | -$43.9M | 7.85% | 5 |
|
|
2023
Q4 | $423M | Sell |
4,070,279
-125,036
| -3% | -$11.9M | 6.77% | 6 |
|
|
2023
Q3 | $365M | Sell |
4,195,315
-128,621
| -3% | -$12.2M | 6.05% | 9 |
|
|
2023
Q2 | $436M | Sell |
4,323,936
-76,884
| -2% | -$7.16M | 6.88% | 7 |
|
|
2023
Q1 | $409M | Sell |
4,400,820
-103,342
| -2% | -$9.28M | 6.69% | 5 |
|
|
2022
Q4 | $336M | Sell |
4,504,162
-146,868
| -3% | -$10.6M | 5.24% | 9 |
|
|
2022
Q3 | $319M | Sell |
4,651,030
-1,951,017
| -30% | -$161M | 4.74% | 10 |
|
|
2022
Q2 | $540M | Sell |
6,602,047
-189,597
| -3% | -$17.5M | 7.03% | 6 |
|
|
2022
Q1 | $708M | Sell |
6,791,644
-188,988
| -3% | -$22.1M | 6.97% | 3 |
|
|
2021
Q4 | $840M | Sell |
6,980,632
-90,160
| -1% | -$10.6M | 7.17% | 4 |
|
|
2021
Q3 | $789M | Buy |
7,070,792
+1,221,460
| +21% | +$143M | 7.09% | 3 |
|
|
2021
Q2 | $703M | Sell |
5,849,332
-71,313
| -1% | -$8.36M | 6.23% | 6 |
|
|
2021
Q1 | $700M | Sell |
5,920,645
-769,234
| -11% | -$95.3M | 6.58% | 3 |
|
|
2020
Q4 | $729M | Sell |
6,689,879
-58,220
| -0.9% | -$5.52M | 7.78% | 1 |
|
|
2020
Q3 | $547M | Sell |
6,748,099
-79,356
| -1% | -$6.03M | 6.51% | 6 |
|
|
2020
Q2 | $388M | Buy |
6,827,455
+3,780,024
| +124% | +$199M | 5.19% | 8 |
|
|
2020
Q1 | $146M | Buy |
3,047,431
+65,000
| +2% | +$3.56M | 2.33% | 18 |
|
|
2019
Q4 | $173M | Buy |
+2,982,431
| New | +$158M | 2.14% | 17 |
|
Other funds holding TSM
