Ninety One North America, Inc.

Position in TSM — Taiwan Semiconductor Manufacturing Co Ltd

CIK 1633343 New York, NY

Position in TSM

as of Jun 30, 2026 · filed Jul 16, 2026 Compact

Position Value

$47,246,477

-$13,835,619 QoQ

Shares Held

98,931

-45.3% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

2.25%

of 13F equity value

Holder Rank

#87

of 1,408 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 69% Shared 0% None 31%

Technology · as of Jun 30, 2026

Ninety One North America, Inc. holds $112,530,712 across 5 Semiconductors names. TSM ranks #1 (42.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	TSM	Taiwan Semiconductor Manufacturing Co Ltd This page	98,931	$47,246,477
2	NVDA	Nvidia Corp	146,533	$29,319,787
3	ASX	ASE Technology Holding Co., Ltd.	454,221	$20,494,451
4	AVGO	Broadcom Inc.	37,538	$14,179,979
5	QCOM	Qualcomm Inc/De	6,981	$1,290,018

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$47,246,477	98,931	-45.3%	Shares	Sole	2026-07-16
2026-03-31	$61,082,096	180,743	-29.7%	Shares	Sole	2026-04-24
2025-12-31	$78,120,394	257,068	-16.0%	Shares	Sole	2026-01-27
2025-09-30	$85,445,982	305,940	-2.1%	Shares	Sole	2025-11-13
2025-06-30	$70,756,834	312,406	-5.3%	Shares	Sole	2025-07-18
2025-03-31	$54,773,526	329,961	-21.3%	Shares	Sole	2025-04-30
2024-12-31	$82,765,096	419,085	+24.2%	Shares	Sole	2025-01-27
2024-09-30	$58,598,342	337,412	+62.9%	Shares	Sole	2024-11-12
2024-06-30	$35,995,529	207,097	+23.9%	Shares	Sole	2024-07-22
2024-03-31	$22,739,124	167,138	-1.9%	Shares	Sole	2024-04-25
2023-12-31	$17,710,160	170,290	-6.1%	Shares	Sole	2024-01-31
2023-09-30	$15,764,268	181,407	+8.8%	Shares	Sole	2023-10-10
2023-06-30	$16,833,456	166,800	-0.6%	Shares	Sole	2023-07-19
2023-03-31	$15,608,756	167,800	+10.6%	Shares	Sole	2023-04-28
2022-12-31	$11,300,803	151,709	+1.5%	Shares	Sole	2023-02-07
2022-09-30	$10,243,001	149,402	+3.4%	Shares	Sole	2022-11-14
2022-06-30	$11,810,177	144,467	-3.6%	Shares	Sole	2022-08-15
2022-03-31	$15,625,758	149,873	+7.0%	Shares	Sole	2022-04-27
2021-12-31	$16,859,040	140,130	+14.8%	Shares	Sole	2022-02-11
2021-09-30	$13,628,780	122,067	+13.6%	Shares	Sole	2021-11-02
2021-06-30	$12,912,754	107,463	+3.4%	Shares	Sole	2021-08-12
2021-03-31	$12,287,162	103,882	-3.1%	Shares	Sole	2021-05-07
2020-12-31	$11,688,215	107,192	-13.3%	Shares	Sole	2021-02-05
2020-09-30	$10,027,710	123,692	-10.7%	Shares	Sole	2020-11-12
2020-06-30	$7,867,413	138,584	-69.3%	Shares	Sole	2020-08-20
2020-03-31	$21,574,174	451,437	—	Shares	Sole	2020-05-12
No filing history on record for this holder in this stock.