HF Best Ideas
Analyses
Companies
Quarterly Letters
✦
Warren AI
Analyses
Companies
Quarterly Letters
✦
Warren AI
Every fund on this company
Taiwan Semiconductor Manufacturing Company in 97 fund letters
→
Also pitched by Giverny Capital
Builders FirstSource
BLDR
Constellation Software
CSU.TO
Fiserv, Inc.
FI
AAON, Inc.
AAON
Kinsale Capital Group, Inc.
KNSL
Ferguson plc
FERG
Taiwan Semiconductor Manufacturing Company — Giverny Capital — Sep 2025 · HF Best Ideas