NO
TSM icon

Ninety One’s TSMC TSM Stock Holding History

Ninety One’s Portfolio TSM Stock Details TSM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$17.8M Sell
38,205
-3,473
-8% -$1.41M 0.96% 13
2026
Q1 		$13.5M Sell
41,678
-34,398
-45% -$11.8M 0.58% 23
2025
Q4 		$23.1M Buy
76,076
+4,831
+7% +$1.42M 1% 14
2025
Q3 		$19.8M Sell
71,245
-87,915
-55% -$21.5M 0.89% 13
2025
Q2 		$35.9M Buy
159,160
+85,875
+117% +$15.9M 5.9% 3
2025
Q1 		$12M Buy
73,285
+51,710
+240% +$10M 2.23% 12
2024
Q4 		$4.26M Buy
21,575
+1,313
+6% +$254K 0.94% 29
2024
Q3 		$3.52M Sell
20,262
-207,542
-91% -$35.4M 0.77% 36
2024
Q2 		$39.9M Buy
227,804
+65,315
+40% +$9.91M 6.18% 3
2024
Q1 		$22.1M Buy
162,489
+131,137
+418% +$16.3M 3.19% 7
2023
Q4 		$3.26M Sell
31,352
-1,856
-6% -$177K 0.5% 45
2023
Q3 		$2.89M Hold
33,208
– – 0.56% 41
2023
Q2 		$3.35M Hold
33,208
– – 0.83% 33
2023
Q1 		$3.08M Buy
33,208
+3,906
+13% +$351K 0.78% 34
2022
Q4 		$2.18M Hold
29,302
– – 0.71% 36
2022
Q3 		$2.01M Hold
29,302
– – 0.8% 37
2022
Q2 		$2.39M Sell
29,302
-1,555
-5% -$144K 0.85% 35
2022
Q1 		$3.23M Hold
30,857
– – 0.9% 28
2021
Q4 		$3.72M Buy
30,857
+23,293
+308% +$2.73M 1.09% 26
2021
Q3 		$849K Sell
7,564
-384
-5% -$45.1K 0.33% 63
2021
Q2 		$956K Sell
7,948
-3,400
-30% -$398K 0.35% 65
2021
Q1 		$1.33M Hold
11,348
– – 0.51% 60
2020
Q4 		$1.24M Sell
11,348
-2,174
-16% -$206K 0.49% 57
2020
Q3 		$1.1M Buy
+13,522
New +$1.03M 0.56% 51
2018
Q4 		– Sell
-595,164
Closed -$26.3M – 139
2018
Q3 		$26.3M Buy
595,164
+48,580
+9% +$2.01M 4.3% 6
2018
Q2 		$20M Buy
+546,584
New +$21.6M 2.71% 9
2017
Q3 		– Sell
-34,311
Closed -$1.2M – 81
2017
Q2 		$1.2M Sell
34,311
-35,021
-51% -$1.21M 0.66% 36
2017
Q1 		$2.28M Buy
69,332
+2,111
+3% +$65.9K 1.48% 9
2016
Q4 		$1.95M Hold
67,221
– – 1.32% 10
2016
Q3 		$2.05M Buy
+67,221
New +$1.92M 1.3% 7

Other funds holding TSM

PAM
PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
CGI
Comgest Global Investors Paris, France $4.55B AUM 11.62% 1-Year Est. Return
TSAM
Trinity Street Asset Management London, United Kingdom $1.94B AUM 26.52% 1-Year Est. Return

Ninety One's TSM Position: Q2 2026 in Review

Ninety One reduced its TSMC (TSM) stake by 8.3% in Q2 2026, selling an estimated $1.41M and leaving 38,205 shares worth $17.8M. The position accounts for 0.96% of the portfolio, ranked #13.

Ninety One first reported a position in TSM in Q3 2016 and has held it in 30 quarters since. The position peaked at $39.9M in Q2 2024. 1,583 funds tracked by Wall St. Rank hold TSM as of Q2 2026.

  • Ninety One held 38,205 shares of TSMC worth $17.8M as of Q2 2026.
  • Ninety One sold 3,473 TSMC shares in Q2 2026, an estimated $1.41M.
  • TSMC made up 0.96% of Ninety One's portfolio in Q2 2026, its #13 holding.
  • Ninety One first reported a position in TSMC in Q3 2016 and has held it in 30 quarters since.
  • Ninety One's TSMC position peaked at $39.9M in Q2 2024.
  • 1,583 funds tracked by Wall St. Rank held TSMC as of Q2 2026.

Based on Ninety One's 13F filing for Q2 2026, filed 16 Jul 2026.