Magellan Asset Management Ltd / TSM
Magellan Asset Management Ltd’s Taiwan Semiconductor Manufac Position
Does Magellan Asset Management Ltd own Taiwan Semiconductor Manufac (TSM)? Yes — 1.18M shares worth $398M (+5.17% of its 13F portfolio) as of Q1 2026, down from 1.40M shares the prior filed quarter.
Position Value
$398M
Q1 2026
Shares
1.18M
% of Portfolio
+5.17%
Quarters Held
20
currently held
Position History TSM
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q1 2026 | 1.18M | $398M | +5.17% |
| Q4 2025 | 1.40M | $426M | +5.18% |
| Q3 2025 | 1.51M | $421M | +4.98% |
| Q2 2025 | 1.93M | $436M | +4.99% |
| Q1 2025 | 1.80M | $299M | +3.64% |
| Q4 2024 | 1.55M | $307M | +3.37% |
| Q3 2024 | 449.1K | $78M | +0.78% |
| Q2 2024 | 391.4K | $68M | +0.65% |
| Q1 2024 | 342.1K | $47M | +0.44% |
| Q4 2023 | 386.1K | $40M | +0.40% |
| Q3 2023 | 389.3K | $34M | +0.36% |
| Q2 2023 | 276.1K | $28M | +0.25% |
| Q1 2023 | 273.5K | $25M | +0.22% |
| Q4 2022 | 240.8K | $18M | +0.15% |
| Q3 2022 | 207.1K | $14M | +0.10% |
| Q2 2022 | 179.3K | $15M | +0.08% |
| Q1 2022 | 16.7K | $2M | +0.01% |
| Q4 2021 | 13.2K | $2M | 0.00% |
| Q3 2021 | 8.9K | $999,000 | 0.00% |
| Q2 2021 | 306 | $37,000 | 0.00% |
Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Magellan Asset Management Ltd’s full portfolio or all institutional holders of TSM.