Ninety One’s TSMC TSM Stock Holding History
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
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. 3,578 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.
- 3,578 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.