Ninety One’s TSMC TSM Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$35.9M	Buy	159,160 +85,875	+117%	+$19.4M	5.9%	3
2025 Q1	$12M	Buy	73,285 +51,710	+240%	+$8.5M	2.23%	12
2024 Q4	$4.26M	Buy	21,575 +1,313	+6%	+$259K	0.94%	29
2024 Q3	$3.52M	Sell	20,262 -207,542	-91%	-$36M	0.77%	36
2024 Q2	$39.9M	Buy	227,804 +65,315	+40%	+$11.4M	6.18%	3
2024 Q1	$22.1M	Buy	162,489 +131,137	+418%	+$17.9M	3.19%	7
2023 Q4	$3.26M	Sell	31,352 -1,856	-6%	-$193K	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%	+$363K	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%	-$127K	0.85%	35
2022 Q1	$3.23M	Hold	30,857	–	–	0.9%	28
2021 Q4	$3.72M	Buy	30,857 +23,293	+308%	+$2.81M	1.09%	26
2021 Q3	$849K	Sell	7,564 -384	-5%	-$43.1K	0.33%	63
2021 Q2	$956K	Sell	7,948 -3,400	-30%	-$409K	0.35%	65
2021 Q1	$1.33M	Hold	11,348	–	–	0.51%	60
2020 Q4	$1.24M	Sell	11,348 -2,174	-16%	-$237K	0.49%	57
2020 Q3	$1.1M	Buy	+13,522	New	+$1.1M	0.56%	51
2018 Q4	–	Sell	-595,164	Closed	-$26.3M	–	139
2018 Q3	$26.3M	Buy	595,164 +48,580	+9%	+$2.15M	4.3%	6
2018 Q2	$20M	Buy	+546,584	New	+$20M	2.71%	9
2017 Q3	–	Sell	-34,311	Closed	-$1.2M	–	81
2017 Q2	$1.2M	Sell	34,311 -35,021	-51%	-$1.22M	0.66%	36
2017 Q1	$2.28M	Buy	69,332 +2,111	+3%	+$69.3K	1.48%	9
2016 Q4	$1.95M	Hold	67,221	–	–	1.32%	10
2016 Q3	$2.05M	Buy	+67,221	New	+$2.05M	1.3%	7