SEC 13F Intelligence

North Of South Capital LLP / TSM

North Of South Capital LLP’s Taiwan Semiconductor Manufac Position

Does North Of South Capital LLP own Taiwan Semiconductor Manufac (TSM)? Yes — 407.4K shares worth $138M (+12.37% of its 13F portfolio) as of Q1 2026, down from 453.8K shares the prior filed quarter.

Position Value
$138M
Q1 2026
Shares
407.4K
% of Portfolio
+12.37%
Quarters Held
8
currently held

Position History TSM

Reported value by quarter
Q2 ’24: $93MQ2 ’24Q3 ’24: $77MQ3 ’24Q4 ’24: $102MQ4 ’24Q1 ’25: $73MQ1 ’25Q2 ’25: $101MQ2 ’25Q3 ’25: $127MQ3 ’25Q4 ’25: $138MQ4 ’25Q1 ’26: $138MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 2026407.4K$138M+12.37%
Q4 2025453.8K$138M+12.39%
Q3 2025456.3K$127M+12.25%
Q2 2025445.6K$101M+10.61%
Q1 2025440.8K$73M+8.17%
Q4 2024516.4K$102M+12.39%
Q3 2024446.0K$77M+11.75%
Q2 2024534.4K$93M+24.05%

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