SEC 13F Intelligence

Royal London Asset Management Ltd / TSM

Royal London Asset Management Ltd’s Taiwan Semiconductor Manufac Position

Does Royal London Asset Management Ltd own Taiwan Semiconductor Manufac (TSM)? Yes — 1.59M shares worth $538M (+1.13% of its 13F portfolio) as of Q1 2026, down from 1.90M shares the prior filed quarter.

Position Value
$538M
Q1 2026
Shares
1.59M
% of Portfolio
+1.13%
Quarters Held
30
currently held

Position History TSM

Reported value by quarter
Q4 ’18: $14MQ4 ’18Q1 ’19: $17.5BQ2 ’19: $19MQ3 ’19: $24MQ4 ’19: $34MQ4 ’19Q1 ’20: $32MQ2 ’20: $38MQ3 ’20: $91MQ4 ’20: $93MQ4 ’20Q1 ’21: $318MQ2 ’21: $351MQ3 ’21: $355MQ4 ’21: $402MQ4 ’21Q1 ’22: $265MQ2 ’22: $351MQ3 ’22: $191MQ4 ’22: $240MQ4 ’22Q1 ’23: $326MQ2 ’23: $367MQ3 ’23: $316MQ4 ’23: $381MQ4 ’23Q1 ’24: $466MQ2 ’24: $526MQ3 ’24: $467MQ4 ’24: $501MQ4 ’24Q1 ’25: $423MQ2 ’25: $500MQ3 ’25: $530MQ4 ’25: $578MQ4 ’25Q1 ’26: $538Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 20261.59M$538M+1.13%
Q4 20251.90M$578M+1.22%
Q3 20251.90M$530M+1.14%
Q2 20252.21M$500M+1.14%
Q1 20252.55M$423M+1.00%
Q4 20242.53M$501M+1.22%
Q3 20242.69M$467M+1.15%
Q2 20243.03M$526M+1.34%
Q1 20243.42M$466M+1.16%
Q4 20233.67M$381M+1.06%
Q3 20233.63M$316M+1.02%
Q2 20233.64M$367M+1.19%
Q1 20233.50M$326M+1.30%
Q4 20223.23M$240M+1.08%
Q3 20222.78M$191M+0.97%
Q2 20222.92M$351M+1.49%
Q1 20222.54M$265M+1.04%
Q4 20213.34M$402M+1.61%
Q3 20213.18M$355M+1.54%
Q2 20212.92M$351M+1.51%
Q1 20212.69M$318M+1.49%
Q4 2020850.1K$93M+0.49%
Q3 20201.13M$91M+0.55%
Q2 2020672.5K$38M+0.26%
Q1 2020660.6K$32M+0.26%
Q4 2019580.0K$34M+0.23%
Q3 2019515.1K$24M+0.18%
Q2 2019485.2K$19M+0.18%
Q1 2019428.1K$17.5B+0.14%
Q4 2018369.7K$14M+0.12%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Royal London Asset Management Ltd’s full portfolio or all institutional holders of TSM.