SEC 13F Intelligence

Waverton Investment Management Ltd / TSM

Waverton Investment Management Ltd’s Taiwan Semiconductor Manufac Position

Does Waverton Investment Management Ltd own Taiwan Semiconductor Manufac (TSM)? Not currently — the last reported position was 959.9K shares worth $268M in Q3 2025; the fund’s latest 13F (Q4 2025) no longer reports it.

Position Value
$268M
Q3 2025
Shares
959.9K
% of Portfolio
+3.45%
Quarters Held
26
position exited

Position History TSM

Reported value by quarter
Q4 ’18: $1MQ4 ’18Q1 ’19: $791,000Q2 ’19: $769,000Q3 ’19: $2MQ2 ’20: $11MQ2 ’20Q3 ’20: $19MQ4 ’20: $31MQ1 ’21: $30MQ2 ’21: $55MQ2 ’21Q3 ’21: $54MQ4 ’21: $71MQ1 ’22: $65MQ2 ’22: $53MQ2 ’22Q3 ’22: $40MQ4 ’22: $43,286Q1 ’23: $63MQ2 ’23: $74MQ2 ’23Q3 ’23: $69MQ4 ’23: $73MQ1 ’24: $97MQ2 ’24: $129MQ2 ’24Q3 ’24: $137MQ4 ’24: $173MQ1 ’25: $139MQ2 ’25: $259MQ2 ’25Q3 ’25: $268Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q3 2025959.9K$268M+3.45%
Q2 20251.14M$259M+3.57%
Q1 2025839.8K$139M+2.16%
Q4 2024874.0K$173M+2.75%
Q3 2024789.5K$137M+2.25%
Q2 2024741.3K$129M+2.43%
Q1 2024713.5K$97M+2.02%
Q4 2023704.6K$73M+1.78%
Q3 2023796.7K$69M+2.00%
Q2 2023732.4K$74M+2.10%
Q1 2023672.7K$63M+1.93%
Q4 2022581.1K$43,286+1.59%
Q3 2022579.9K$40M+1.63%
Q2 2022651.1K$53M+2.07%
Q1 2022625.3K$65M+2.20%
Q4 2021590.0K$71M+2.25%
Q3 2021479.8K$54M+2.11%
Q2 2021457.4K$55M+2.14%
Q1 2021251.8K$30M+1.29%
Q4 2020283.8K$31M+1.43%
Q3 2020229.3K$19M+0.92%
Q2 2020187.4K$11M+0.58%
Q3 201937.6K$2M+0.09%
Q2 201919.6K$769,000+0.04%
Q1 201919.3K$791,000+0.04%
Q4 201835.8K$1M+0.08%

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