David Rolfe's TSM Position Overview
David Rolfe (via Wedgewood Partners INC) currently holds 184,661 shares of Taiwan Semiconductor Manufacturing Company Limited (TSM) worth $56.12 M, representing 10.48% of the portfolio. First purchased in 2021-Q2, this medium-term investment has been held for 19 quarters.
Based on 13F filings, David Rolfe has maintained a strategic position in TSM, demonstrating sustained confidence in this investment. Largest addition occurred in Q1 2022, adding 101,453 shares. Largest reduction occurred in Q3 2023, reducing 72,194 shares.
Analysis based on 13F filings available since 2013 Q2
David Rolfe's Taiwan Semiconductor Manufacturing Company Limited (TSM) Holding Value Over Time
Track share changes against reported price movement
Quarterly Taiwan Semiconductor Manufacturing Company Limited (TSM) Trades by David Rolfe
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q4 2025 | -4,621 | Reduce 2.44% | 184,661 | $303.89 |
| Q3 2025 | -8,218 | Reduce 4.16% | 189,282 | $279.29 |
| Q2 2025 | -39,313 | Reduce 16.60% | 197,500 | $239.00 |
| Q1 2025 | -15 | Reduce 0.01% | 236,813 | $194.76 |
| Q4 2024 | -9,304 | Reduce 3.78% | 236,828 | $197.49 |
| Q3 2024 | -1,656 | Reduce 0.67% | 246,132 | $186.66 |
| Q2 2024 | -5,879 | Reduce 2.32% | 247,788 | $167.63 |
| Q1 2024 | -4,792 | Reduce 1.85% | 253,667 | $155.58 |
| Q4 2023 | -7,389 | Reduce 2.78% | 258,459 | $127.55 |
| Q3 2023 | -72,194 | Reduce 21.36% | 265,848 | $86.90 |
| Q2 2023 | -68 | Reduce 0.02% | 338,042 | $100.92 |
| Q1 2023 | +37,827 | Add 12.60% | 338,110 | $0.09 |
| Q4 2022 | +3,767 | Add 1.27% | 300,283 | $0.07 |
| Q3 2022 | -53,026 | Reduce 15.17% | 296,516 | $68.56 |
| Q2 2022 | +2,308 | Add 0.66% | 349,542 | $81.75 |
| Q1 2022 | +101,453 | Add 41.28% | 347,234 | $104.26 |
| Q4 2021 | +35,674 | Add 16.98% | 245,781 | $120.31 |
| Q3 2021 | +91,898 | Add 77.74% | 210,107 | $111.65 |
| Q2 2021 | +118,209 | New Buy | 118,209 | $120.15 |
David Rolfe's Taiwan Semiconductor Manufacturing Company Limited Investment FAQs
David Rolfe first purchased Taiwan Semiconductor Manufacturing Company Limited (TSM) in Q2 2021, acquiring 118,209 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
David Rolfe has held Taiwan Semiconductor Manufacturing Company Limited (TSM) for 19 quarters since Q2 2021.
David Rolfe's largest addition to Taiwan Semiconductor Manufacturing Company Limited (TSM) was in Q2 2021, adding 118,209 shares worth $14.2 M.
According to the latest 13F filing for Q4 2025, David Rolfe's firm, Wedgewood Partners INC, owns 184,661 shares of Taiwan Semiconductor Manufacturing Company Limited (TSM), valued at approximately $56.12 M.
As of the Q4 2025 filing, Taiwan Semiconductor Manufacturing Company Limited (TSM) represents approximately 10.48% of David Rolfe's publicly disclosed stock portfolio, making it one of their key holdings.
David Rolfe's peak holding in Taiwan Semiconductor Manufacturing Company Limited (TSM) was 349,542 shares, as reported at the end of Q2 2022.