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Ruane, Cunniff & Goldfarb’s TSMC TSM Stock Holding History

Ruane, Cunniff & Goldfarb’s Portfolio TSM Stock Details TSM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$560M Sell
1,172,725
-35,694
-3% -$14.5M 8.71% 2
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

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Ruane, Cunniff & Goldfarb's TSM Position: Q2 2026 in Review

Ruane, Cunniff & Goldfarb reduced its TSMC (TSM) stake by 3% in Q2 2026, selling an estimated $14.5M and leaving 1,172,725 shares worth $560M. The position accounts for 8.71% of the portfolio, ranked #2.

Ruane, Cunniff & Goldfarb first reported a position in TSM in Q4 2019 and has held it in 27 quarters since. The position peaked at $840M in Q4 2021. 3,560 funds tracked by Wall St. Rank hold TSM as of Q2 2026.

  • Ruane, Cunniff & Goldfarb held 1,172,725 shares of TSMC worth $560M as of Q2 2026.
  • Ruane, Cunniff & Goldfarb sold 35,694 TSMC shares in Q2 2026, an estimated $14.5M.
  • TSMC made up 8.71% of Ruane, Cunniff & Goldfarb's portfolio in Q2 2026, its #2 holding.
  • Ruane, Cunniff & Goldfarb first reported a position in TSMC in Q4 2019 and has held it in 27 quarters since.
  • Ruane, Cunniff & Goldfarb's TSMC position peaked at $840M in Q4 2021.
  • 3,560 funds tracked by Wall St. Rank held TSMC as of Q2 2026.

Based on Ruane, Cunniff & Goldfarb's 13F filing for Q2 2026, filed 14 Aug 2026.