SEC 13F Intelligence

Ninety One SA (Pty) Ltd / TSM

Ninety One SA (Pty) Ltd’s Taiwan Semiconductor Manufac Position

Does Ninety One SA (Pty) Ltd own Taiwan Semiconductor Manufac (TSM)? Yes — 41.7K shares worth $14M (+0.58% of its 13F portfolio) as of Q1 2026, down from 76.1K shares the prior filed quarter.

Position Value
$14M
Q1 2026
Shares
41.7K
% of Portfolio
+0.58%
Quarters Held
23
currently held

Position History TSM

Reported value by quarter
Q3 ’20: $1MQ3 ’20Q4 ’20: $1MQ1 ’21: $1MQ2 ’21: $956,000Q2 ’21Q3 ’21: $849,000Q4 ’21: $4MQ1 ’22: $3MQ1 ’22Q2 ’22: $2MQ3 ’22: $2MQ4 ’22: $2MQ4 ’22Q1 ’23: $3MQ2 ’23: $3MQ3 ’23: $3MQ3 ’23Q4 ’23: $3MQ1 ’24: $22MQ2 ’24: $40MQ2 ’24Q3 ’24: $4MQ4 ’24: $4MQ1 ’25: $12MQ1 ’25Q2 ’25: $36MQ3 ’25: $38MQ4 ’25: $23MQ4 ’25Q1 ’26: $14Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 202641.7K$14M+0.58%
Q4 202576.1K$23M+1.00%
Q3 2025136.8K$38M+1.31%
Q2 2025159.2K$36M+5.90%
Q1 202573.3K$12M+2.23%
Q4 202421.6K$4M+0.94%
Q3 202420.3K$4M+0.77%
Q2 2024227.8K$40M+6.18%
Q1 2024162.5K$22M+3.19%
Q4 202331.4K$3M+0.50%
Q3 202333.2K$3M+0.56%
Q2 202333.2K$3M+0.83%
Q1 202333.2K$3M+0.78%
Q4 202229.3K$2M+0.71%
Q3 202229.3K$2M+0.80%
Q2 202229.3K$2M+0.85%
Q1 202230.9K$3M+0.90%
Q4 202130.9K$4M+1.09%
Q3 20217.6K$849,000+0.33%
Q2 20217.9K$956,000+0.35%
Q1 202111.3K$1M+0.51%
Q4 202011.3K$1M+0.49%
Q3 202013.5K$1M+0.56%

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