François Rochon trimmed TSM · Taiwan Semiconductor Manufacturing Company Limited
$2M · now 0.0% of the portfolio
TRADED BY
Jun 30
FILED
Aug 26
YOU SEE IT
Oct 24
57 days between the trade and the filing. That gap is the law, not our latency — a 13F is due 45 days after the quarter ends.
$419 now
OUR VALUE
$419 today
low $193mid $257high $322
2 models, as of 2026-10-24.
They sold above our value.
周一价值信
每周一封：杰出价值投资者买了什么、卖了什么，以及我们的看法。