NS Partners Ltd

Position in TSM — Taiwan Semiconductor Manufacturing Co Ltd

CIK 1657111 LONDON, X0

Position in TSM

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$30,868,692

+$6,348,054 QoQ

Shares Held

64,637

-10.9% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

1.33%

of 13F equity value

Holder Rank

#625

of 3,564 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Jun 30, 2026

NS Partners Ltd holds $424,001,676 across 8 Semiconductors names. TSM ranks #5 (7.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NVDA	Nvidia Corp	977,258	$195,539,552
2	AVGO	Broadcom Inc.	176,623	$66,719,338
3	MU	Micron Technology Inc	43,692	$50,433,238
4	AMD	Advanced Micro Devices Inc	71,596	$41,590,831
5	TSM	Taiwan Semiconductor Manufacturing Co Ltd This page	64,637	$30,868,692
6	INTC	Intel Corp	161,274	$22,518,688
7	TXN	Texas Instruments Inc	32,084	$9,563,277
8	MRVL	Marvell Technology, Inc.	22,720	$6,768,060

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$30,868,692	64,637	-10.9%	Shares	Sole	2026-08-13
2026-03-31	$24,520,638	72,557	+364.6%	Shares	Sole	2026-05-11
2025-12-31	$4,746,154	15,618	0.0%	Shares	Sole	2026-02-10
2025-09-30	$4,361,951	15,618	0.0%	Shares	Sole	2025-11-13
2025-06-30	$3,537,320	15,618	-4.3%	Shares	Sole	2025-08-07
2025-03-31	$2,708,788	16,318	-57.2%	Shares	Sole	2025-05-12
2024-12-31	$7,527,923	38,118	-30.4%	Shares	Sole	2025-02-07
2024-09-30	$9,508,258	54,749	+0.2%	Shares	Sole	2024-11-08
2024-06-30	$9,498,716	54,650	-33.3%	Shares	Sole	2024-08-08
2024-03-31	$11,149,297	81,950	-24.1%	Shares	Sole	2024-05-09
2023-12-31	$11,221,600	107,900	-47.6%	Shares	Sole	2024-02-09
2023-09-30	$17,883,933	205,799	-0.2%	Shares	Sole	2023-11-13
2023-06-30	$20,820,603	206,308	-34.5%	Shares	Sole	2023-08-10
2023-03-31	$29,290,230	314,881	+6.1%	Shares	Sole	2023-05-10
2022-12-31	$22,115,485	296,892	+13.3%	Shares	Sole	2023-02-10
2022-09-30	$17,961,143	261,977	-46.5%	Shares	Sole	2022-11-10
2022-06-30	$40,060,933	490,042	+20.3%	Shares	Sole	2022-08-05
2022-03-31	$42,453,108	407,185	+41.0%	Shares	Sole	2022-05-12
2021-12-31	$34,733,376	288,699	+36.0%	Shares	Sole	2022-02-10
2021-09-30	$23,705,862	212,323	+23.1%	Shares	Sole	2021-11-12
2021-06-30	$20,724,475	172,474	+2.8%	Shares	Sole	2021-08-02
2021-03-31	$19,842,416	167,758	-30.3%	Shares	Sole	2021-04-30
2020-12-31	$26,230,444	240,558	-14.2%	Shares	Sole	2021-02-10
2020-09-30	$22,728,623	280,358	-1.5%	Shares	Sole	2020-11-12
2020-06-30	$16,165,711	284,758	+26.2%	Shares	Sole	2020-08-13
2020-03-31	$10,784,195	225,658	—	Shares	Sole	2020-05-13
No filing history on record for this holder in this stock.