Giverny Capital Inc.
SuperinvestorGiverny Capital
- SEC CIK
- 0001641864
- Manager
- François Rochon
- Style
- Quality
TSM holding history
TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD
Every 13F filing in which Giverny Capital reported holding TSM, plus the quarters it sold out. Changes compare share counts with the previous calendar quarter.
TSM overviewAll 13F holders of TSMFull portfolio
| Quarter | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Q2 2026 | 3,655 | $1.75M | 0.06% | −4,470−55.0% | Reduced |
| Q1 2026 | 8,125 | $2.75M | 0.10% | −7,944−49.4% | Reduced |
| Q4 2025 | 16,069 | $4.84M | 0.16% | +7,906+96.9% | Added |
| Q3 2025 | 8,163 | $2.28M | 0.08% | −3,387−29.3% | Reduced |
| Q2 2025 | 11,550 | $2.62M | 0.09% | 00.0% | Unchanged |
| Q1 2025 | 11,550 | $1.92M | 0.07% | −3,088−21.1% | Reduced |
| Q4 2024 | 14,638 | $2.89M | 0.11% | +88+0.6% | Added |
| Q3 2024 | 14,550 | $2.53M | 0.10% | +6,387+78.2% | Added |
| Q2 2024 | 8,163 | $1.42M | 0.06% | −30−0.4% | Reduced |
| Q1 2024 | 8,193 | $1.11M | 0.05% | −47−0.6% | Reduced |
| Q4 2023 | 8,240 | $856.96K | 0.04% | 00.0% | Unchanged |
| Q3 2023 | 8,240 | $716.06K | 0.04% | 00.0% | Unchanged |
| Q2 2023 | 8,240 | $831.58K | 0.04% | −5,957−42.0% | Reduced |
| Q1 2023 | 14,197 | $1.32M | 0.08% | −869−5.8% | Reduced |
| Q4 2022 | 15,066 | $1.12M | 0.07% | +6,826+82.8% | Added |
| Q3 2022 | 8,240 | $565K | 0.04% | 00.0% | Unchanged |
| Q2 2022 | 8,240 | $674K | 0.04% | 00.0% | Unchanged |
| Q1 2022 | 8,240 | $859K | 0.05% | −4,943−37.5% | Reduced |
| Q4 2021 | 13,183 | $1.59M | 0.08% | −11,713−47.0% | Reduced |
| Q3 2021 | 24,896 | $2.78M | 0.08% | +16,656+202.1% | Added |
| Q2 2021 | 8,240 | $990K | 0.06% | −1,037−11.2% | Reduced |
| Q1 2021 | 9,277 | $1.1M | 0.07% | +9,277 | New |