Ruane Cunniff's TSM Position Overview
Ruane Cunniff (via Ruane, Cunniff & Goldfarb L.P.) currently holds 1.42 M shares of Taiwan Semiconductor Manufacturing Company Limited (TSM) worth $432.05 M, representing 6.75% of the portfolio. First purchased in 2019-Q4, this long-term strategic position has been held for 25 quarters.
Based on 13F filings, Ruane Cunniff has maintained a strategic position in TSM, demonstrating sustained confidence in this investment. Largest addition occurred in Q2 2020, adding 3.78 M shares. Largest reduction occurred in Q3 2022, reducing 1.95 M shares.
Analysis based on 13F filings available since 2013 Q2
Ruane Cunniff'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 Ruane Cunniff
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q4 2025 | -460,000 | Reduce 24.45% | 1.42 M | $303.89 |
| Q3 2025 | -35,960 | Reduce 1.88% | 1.88 M | $279.29 |
| Q2 2025 | +51,388 | Add 2.75% | 1.92 M | $226.49 |
| Q1 2025 | -67,588 | Reduce 3.49% | 1.87 M | $166.00 |
| Q4 2024 | -970,808 | Reduce 33.42% | 1.93 M | $197.49 |
| Q3 2024 | -119,034 | Reduce 3.94% | 2.9 M | $173.67 |
| Q2 2024 | -692,927 | Reduce 18.64% | 3.02 M | $173.81 |
| Q1 2024 | -353,629 | Reduce 8.69% | 3.72 M | $136.05 |
| Q4 2023 | -125,036 | Reduce 2.98% | 4.07 M | $104.00 |
| Q3 2023 | -128,621 | Reduce 2.97% | 4.2 M | $86.90 |
| Q2 2023 | -76,884 | Reduce 1.75% | 4.32 M | $100.92 |
| Q1 2023 | -103,342 | Reduce 2.29% | 4.4 M | $93.02 |
| Q4 2022 | -146,868 | Reduce 3.16% | 4.5 M | $74.49 |
| Q3 2022 | -1.95 M | Reduce 29.55% | 4.65 M | $68.56 |
| Q2 2022 | -189,597 | Reduce 2.79% | 6.6 M | $81.75 |
| Q1 2022 | -188,988 | Reduce 2.71% | 6.79 M | $104.26 |
| Q4 2021 | -90,160 | Reduce 1.28% | 6.98 M | $120.31 |
| Q3 2021 | +1.22 M | Add 20.88% | 7.07 M | $111.65 |
| Q2 2021 | -71,313 | Reduce 1.20% | 5.85 M | $120.16 |
| Q1 2021 | -769,234 | Reduce 11.50% | 5.92 M | $118.28 |
| Q4 2020 | -58,220 | Reduce 0.86% | 6.69 M | $109.04 |
| Q3 2020 | -79,356 | Reduce 1.16% | 6.75 M | $81.07 |
| Q2 2020 | +3.78 M | Add 124.04% | 6.83 M | $56.77 |
| Q1 2020 | +65,000 | Add 2.18% | 3.05 M | $47.79 |
| Q4 2019 | +2.98 M | New Buy | 2.98 M | $58.10 |
Ruane Cunniff's Taiwan Semiconductor Manufacturing Company Limited Investment FAQs
Ruane Cunniff first purchased Taiwan Semiconductor Manufacturing Company Limited (TSM) in Q4 2019, acquiring 2,982,431 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Ruane Cunniff has held Taiwan Semiconductor Manufacturing Company Limited (TSM) for 25 quarters since Q4 2019.
Ruane Cunniff's largest addition to Taiwan Semiconductor Manufacturing Company Limited (TSM) was in Q2 2020, adding 6,827,455 shares worth $387.6 M.
According to the latest 13F filing for Q4 2025, Ruane Cunniff's firm, Ruane, Cunniff & Goldfarb L.P., owns 1,421,721 shares of Taiwan Semiconductor Manufacturing Company Limited (TSM), valued at approximately $432.05 M.
As of the Q4 2025 filing, Taiwan Semiconductor Manufacturing Company Limited (TSM) represents approximately 6.75% of Ruane Cunniff's publicly disclosed stock portfolio, making it one of their key holdings.
Ruane Cunniff's peak holding in Taiwan Semiconductor Manufacturing Company Limited (TSM) was 7,070,792 shares, as reported at the end of Q3 2021.