Perpetual Ltd
Position in TSM — Taiwan Semiconductor Manufacturing Co Ltd
CIK 1647273
SYDNEY, NEW SOUTH WALES, C3
Position in TSM
as of Mar 31, 2026
· filed Apr 14, 2026
Position Value
$112,287,265
+$8,270,582 QoQ
Shares Held
332,260
-2.9% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
1.80%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
15 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in TSM Over Time
Shares Held
Position Value (USD)
Position in Semiconductors
Technology · as of Mar 31, 2026Perpetual Ltd holds $367,275,246 across 13 Semiconductors names. TSM ranks #1 (30.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TSM |
Taiwan Semiconductor Manufacturing Co Ltd
This page
|
332,260 | $112,287,265 | |
| 2 | NVDA |
Nvidia Corp
|
594,085 | $103,608,423 | |
| 3 | AVGO |
Broadcom Inc.
|
180,519 | $55,872,434 | |
| 4 | MCHP |
Microchip Technology Inc
|
765,254 | $49,443,060 | |
| 5 | QCOM |
Qualcomm Inc/De
|
272,221 | $35,056,619 | |
| 6 | MU |
Micron Technology Inc
|
10,733 | $3,626,036 | |
| 7 | AMD |
Advanced Micro Devices Inc
|
11,743 | $2,388,877 | |
| 8 | TXN |
Texas Instruments Inc
|
8,453 | $1,641,065 |
All Filings in TSM
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $112,287,265 | 332,260 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $104,016,683 | 342,284 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $65,513,332 | 234,571 | Shares | Sole | 2025-10-10 | |
| 2025-06-30 | $55,138,763 | 243,449 | Shares | Sole | 2025-07-11 | |
| 2025-03-31 | $45,717,894 | 275,409 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $70,007,044 | 354,484 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $86,375,815 | 497,356 | Shares | Sole | 2024-10-09 | |
| 2024-06-30 | $93,038,058 | 535,286 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $89,290,158 | 656,304 | Shares | Sole | 2024-04-16 | |
| 2023-12-31 | $152,980,152 | 1,470,963 | Shares | Sole | 2024-02-15 | |
| 2023-09-30 | $128,935,614 | 1,483,724 | Shares | Sole | 2023-10-10 | |
| 2023-06-30 | $144,543,779 | 1,432,261 | Shares | Sole | 2023-07-13 | |
| 2023-03-31 | $142,284,042 | 1,529,607 | Shares | Sole | 2023-05-08 | |
| 2020-09-30 | $10,169,664 | 125,443 | Shares | Sole | 2020-12-08 | |
| 2020-03-31 | $5,490,640 | 114,891 | Shares | Sole | 2020-12-08 | |
| No filing history on record for this holder in this stock. | ||||||