SEC 13F Intelligence

Martin Currie Ltd / TSM

Martin Currie Ltd’s Taiwan Semiconductor Manufac Position

Does Martin Currie Ltd own Taiwan Semiconductor Manufac (TSM)? Yes — 1.10M shares worth $249M (+9.55% of its 13F portfolio) as of Q2 2025, down from 1.30M shares the prior filed quarter.

Position Value
$249M
Q2 2025
Shares
1.10M
% of Portfolio
+9.55%
Quarters Held
27
currently held

Position History TSM

Reported value by quarter
Q4 ’18: $93MQ4 ’18Q1 ’19: $113MQ2 ’19: $111MQ3 ’19: $141MQ4 ’19: $176MQ4 ’19Q1 ’20: $141MQ2 ’20: $164MQ3 ’20: $157MQ4 ’20: $271MQ4 ’20Q1 ’21: $293MQ2 ’21: $358MQ3 ’21: $389MQ4 ’21: $439MQ4 ’21Q1 ’22: $746MQ2 ’22: $296MQ3 ’22: $244MQ4 ’22: $254MQ4 ’22Q1 ’23: $342MQ2 ’23: $365MQ3 ’23: $327MQ4 ’23: $377MQ4 ’23Q1 ’24: $381MQ2 ’24: $368MQ3 ’24: $380MQ4 ’24: $380MQ4 ’24Q1 ’25: $216MQ2 ’25: $249Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q2 20251.10M$249M+9.55%
Q1 20251.30M$216M+8.72%
Q4 20241.92M$380M+13.97%
Q3 20241.98M$380M+13.48%
Q2 20242.12M$368M+13.18%
Q1 20242.80M$381M+11.73%
Q4 20233.62M$377M+12.36%
Q3 20233.77M$327M+11.71%
Q2 20233.62M$365M+12.29%
Q1 20233.68M$342M+12.23%
Q4 20223.40M$254M+9.91%
Q3 20223.56M$244M+10.37%
Q2 20223.62M$296M+11.46%
Q1 20227.15M$746M+11.98%
Q4 20213.65M$439M+12.17%
Q3 20213.48M$389M+11.91%
Q2 20212.98M$358M+12.34%
Q1 20212.47M$293M+11.28%
Q4 20202.49M$271M+9.96%
Q3 20201.94M$157M+8.12%
Q2 20202.88M$164M+10.08%
Q1 20202.95M$141M+9.85%
Q4 20192.92M$176M+9.77%
Q3 20193.02M$141M+9.01%
Q2 20192.83M$111M+7.92%
Q1 20192.77M$113M+7.95%
Q4 20182.52M$93M+7.54%

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