SEC 13F Intelligence

Ninety One UK Ltd / TSM

Ninety One UK Ltd’s Taiwan Semiconductor Manufac Position

Does Ninety One UK Ltd own Taiwan Semiconductor Manufac (TSM)? Yes — 1.47M shares worth $702M (+1.57% of its 13F portfolio) as of Q2 2026, down from 1.58M shares the prior filed quarter.

Position Value
$702M
Q2 2026
Shares
1.47M
% of Portfolio
+1.57%
Quarters Held
31
currently held

Position History TSM

Reported value by quarter
Q4 ’18: $86MQ4 ’18Q1 ’19: $91MQ2 ’19: $81MQ3 ’19: $117MQ4 ’19: $201MQ4 ’19Q1 ’20: $173MQ2 ’20: $201MQ3 ’20: $305MQ4 ’20: $401MQ4 ’20Q1 ’21: $425MQ2 ’21: $429MQ3 ’21: $394MQ4 ’21: $410MQ4 ’21Q1 ’22: $343MQ2 ’22: $276MQ3 ’22: $286MQ4 ’22: $312MQ4 ’22Q1 ’23: $374MQ2 ’23: $374MQ3 ’23: $333MQ4 ’23: $368MQ4 ’23Q1 ’24: $426MQ2 ’24: $535MQ3 ’24: $470MQ4 ’24: $529MQ4 ’24Q1 ’25: $329MQ2 ’25: $454MQ3 ’25: $1.2BQ4 ’25: $612MQ4 ’25Q1 ’26: $533MQ2 ’26: $702Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q2 20261.47M$702M+1.57%
Q1 20261.58M$533M+1.24%
Q4 20252.01M$612M+1.31%
Q3 20254.18M$1.2B+1.27%
Q2 20252.01M$454M+1.07%
Q1 20251.98M$329M+0.91%
Q4 20242.68M$529M+1.42%
Q3 20242.71M$470M+1.25%
Q2 20243.08M$535M+1.48%
Q1 20243.13M$426M+1.20%
Q4 20233.54M$368M+1.10%
Q3 20233.83M$333M+1.05%
Q2 20233.70M$374M+1.09%
Q1 20234.02M$374M+1.16%
Q4 20224.18M$312M+1.00%
Q3 20224.18M$286M+0.94%
Q2 20223.38M$276M+0.82%
Q1 20223.29M$343M+0.87%
Q4 20213.41M$410M+0.97%
Q3 20213.53M$394M+1.01%
Q2 20213.57M$429M+1.11%
Q1 20213.59M$425M+1.21%
Q4 20203.68M$401M+1.23%
Q3 20203.76M$305M+1.10%
Q2 20203.45M$201M+0.67%
Q1 20203.63M$173M+0.73%
Q4 20193.45M$201M+0.67%
Q3 20192.53M$117M+0.46%
Q2 20192.08M$81M+0.31%
Q1 20192.22M$91M+0.36%
Q4 20182.34M$86M+0.37%

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