SEC 13F Intelligence

London & Capital Asset Management Ltd / TSM

London & Capital Asset Management Ltd’s Taiwan Semiconductor Manufac Position

Does London & Capital Asset Management Ltd own Taiwan Semiconductor Manufac (TSM)? Yes — 1.07M shares worth $361M (+3.93% of its 13F portfolio) as of Q1 2026, up from 1.06M shares the prior filed quarter.

Position Value
$361M
Q1 2026
Shares
1.07M
% of Portfolio
+3.93%
Quarters Held
26
currently held

Position History TSM

Reported value by quarter
Q4 ’19: $231,000Q4 ’19Q1 ’20: $1MQ2 ’20: $3MQ3 ’20: $8MQ4 ’20: $20MQ4 ’20Q1 ’21: $25MQ2 ’21: $31MQ3 ’21: $44MQ4 ’21: $58MQ4 ’21Q1 ’22: $51MQ2 ’22: $25MQ3 ’22: $16MQ4 ’22: $15MQ4 ’22Q1 ’23: $18MQ2 ’23: $19MQ3 ’23: $16MQ4 ’23: $18MQ4 ’23Q1 ’24: $24MQ2 ’24: $29MQ3 ’24: $29MQ4 ’24: $29MQ4 ’24Q1 ’25: $21MQ2 ’25: $35MQ3 ’25: $41MQ4 ’25: $322MQ4 ’25Q1 ’26: $361Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 20261.07M$361M+3.93%
Q4 20251.06M$322M+3.34%
Q3 2025148.0K$41M+2.95%
Q2 2025154.2K$35M+2.65%
Q1 2025124.6K$21M+1.77%
Q4 2024146.2K$29M+2.46%
Q3 2024164.8K$29M+2.27%
Q2 2024164.1K$29M+2.41%
Q1 2024174.9K$24M+1.82%
Q4 2023177.4K$18M+1.55%
Q3 2023182.0K$16M+1.44%
Q2 2023183.3K$19M+1.83%
Q1 2023197.5K$18M+1.73%
Q4 2022206.0K$15M+1.41%
Q3 2022233.7K$16M+1.50%
Q2 2022307.6K$25M+1.99%
Q1 2022490.6K$51M+3.78%
Q4 2021483.0K$58M+3.57%
Q3 2021392.0K$44M+3.17%
Q2 2021259.7K$31M+2.55%
Q1 2021207.9K$25M+2.29%
Q4 2020183.7K$20M+2.22%
Q3 2020102.0K$8M+1.11%
Q2 202058.6K$3M+0.58%
Q1 202022.5K$1M+0.25%
Q4 20194.0K$231,000+0.04%

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