SEC 13F Intelligence

Quilter PLC / TSM

Quilter PLC’s Taiwan Semiconductor Manufac Position

Does Quilter PLC own Taiwan Semiconductor Manufac (TSM)? Not currently — the last reported position was 566.3K shares worth $172M in Q4 2025; the fund’s latest 13F (Q1 2026) no longer reports it.

Position Value
$172M
Q4 2025
Shares
566.3K
% of Portfolio
+2.89%
Quarters Held
25
position exited

Position History TSM

Reported value by quarter
Q4 ’19: $777,000Q4 ’19Q1 ’20: $10MQ2 ’20: $22MQ3 ’20: $36MQ4 ’20: $55MQ4 ’20Q1 ’21: $73MQ2 ’21: $80MQ3 ’21: $77MQ4 ’21: $98MQ4 ’21Q1 ’22: $79MQ2 ’22: $57MQ3 ’22: $41MQ4 ’22: $44MQ4 ’22Q1 ’23: $628MQ2 ’23: $668MQ3 ’23: $630MQ4 ’23: $66MQ4 ’23Q1 ’24: $83MQ2 ’24: $101MQ3 ’24: $115MQ4 ’24: $117MQ4 ’24Q1 ’25: $104MQ2 ’25: $142MQ3 ’25: $168MQ4 ’25: $172MQ4 ’25filingsflow.com
QuarterSharesValue% of Portfolio
Q4 2025566.3K$172M+2.89%
Q3 2025603.0K$168M+2.89%
Q2 2025628.8K$142M+2.60%
Q1 2025624.9K$104M+2.15%
Q4 2024593.3K$117M+2.31%
Q3 2024660.8K$115M+2.34%
Q2 2024579.0K$101M+2.26%
Q1 2024608.1K$83M+1.96%
Q4 2023626.5K$66M+2.22%
Q3 2023631.5K$630M+2.49%
Q2 2023673.3K$668M+2.59%
Q1 2023632.5K$628M+2.41%
Q4 2022591.3K$44M+1.45%
Q3 2022603.5K$41M+1.48%
Q2 2022693.1K$57M+1.92%
Q1 2022757.4K$79M+2.15%
Q4 2021760.9K$98M+2.55%
Q3 2021690.5K$77M+2.15%
Q2 2021666.9K$80M+2.30%
Q1 2021613.6K$73M+2.30%
Q4 2020500.6K$55M+1.87%
Q3 2020449.1K$36M+1.44%
Q2 2020380.8K$22M+1.06%
Q1 2020205.2K$10M+0.65%
Q4 201913.4K$777,000+0.05%

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