Francois Rochon's TSM Position Overview
Francois Rochon (via Giverny Capital Inc.) currently holds 16,069 shares of Taiwan Semiconductor Manufacturing Company Limited (TSM) worth $4.84 M, representing 0.16% of the portfolio. First purchased in 2020-Q2, this long-term strategic position has been held for 23 quarters.
Based on 13F filings, Francois Rochon has maintained a strategic position in TSM, demonstrating sustained confidence in this investment. Largest addition occurred in Q3 2025, adding 447,053 shares. Largest reduction occurred in Q4 2025, reducing 442,534 shares.
Analysis based on 13F filings available since 2013 Q2
Francois Rochon'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 Francois Rochon
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q4 2025 | -442,534 | Reduce 96.50% | 16,069 | $301.00 |
| Q3 2025 | +447,053 | Add 3870.59% | 458,603 | $279.29 |
| Q1 2025 | -3,088 | Reduce 21.10% | 11,550 | $166.00 |
| Q4 2024 | +88 | Add 0.60% | 14,638 | $197.49 |
| Q3 2024 | +6,387 | Add 78.24% | 14,550 | $173.67 |
| Q2 2024 | -30 | Reduce 0.37% | 8,163 | $173.81 |
| Q1 2024 | -47 | Reduce 0.57% | 8,193 | $136.05 |
| Q2 2023 | -5,957 | Reduce 41.96% | 8,240 | $100.92 |
| Q1 2023 | -869 | Reduce 5.77% | 14,197 | $93.02 |
| Q4 2022 | +6,826 | Add 82.84% | 15,066 | $74.49 |
| Q1 2022 | -4,943 | Reduce 37.50% | 8,240 | $104.25 |
| Q4 2021 | +735 | Add 5.90% | 13,183 | $120.31 |
| Q3 2021 | +4,208 | Add 51.07% | 12,448 | $111.66 |
| Q2 2021 | -1,037 | Reduce 11.18% | 8,240 | $120.15 |
| Q1 2021 | -100 | Reduce 1.07% | 9,277 | $118.25 |
| Q4 2020 | -3,020 | Reduce 24.36% | 9,377 | $108.99 |
| Q3 2020 | +7,061 | Add 132.33% | 12,397 | $81.07 |
| Q2 2020 | +5,336 | New Buy | 5,336 | $56.78 |
Francois Rochon's Taiwan Semiconductor Manufacturing Company Limited Investment FAQs
Francois Rochon first purchased Taiwan Semiconductor Manufacturing Company Limited (TSM) in Q2 2020, acquiring 5,336 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Francois Rochon has held Taiwan Semiconductor Manufacturing Company Limited (TSM) for 23 quarters since Q2 2020.
Francois Rochon's largest addition to Taiwan Semiconductor Manufacturing Company Limited (TSM) was in Q3 2025, adding 458,603 shares worth $128.08 M.
According to the latest 13F filing for Q4 2025, Francois Rochon's firm, Giverny Capital Inc., owns 16,069 shares of Taiwan Semiconductor Manufacturing Company Limited (TSM), valued at approximately $4.84 M.
As of the Q4 2025 filing, Taiwan Semiconductor Manufacturing Company Limited (TSM) represents approximately 0.16% of Francois Rochon's publicly disclosed stock portfolio, making it one of their key holdings.
Francois Rochon's peak holding in Taiwan Semiconductor Manufacturing Company Limited (TSM) was 458,603 shares, as reported at the end of Q3 2025.