North of South Capital LLP
Position in TSM — Taiwan Semiconductor Manufacturing Co Ltd
CIK 2033334
LONDON, X0
Position in TSM
as of Mar 31, 2026
· filed Apr 20, 2026
Position Value
$137,673,057
-$226,147 QoQ
Shares Held
407,377
-10.2% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
12.48%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2024
8 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, 2026North of South Capital LLP holds $141,310,630 across 2 Semiconductors names. TSM ranks #1 (97.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TSM |
Taiwan Semiconductor Manufacturing Co Ltd
This page
|
407,377 | $137,673,057 | |
| 2 | UMC |
United Microelectronics Corp
|
405,075 | $3,637,573 |
All Filings in TSM
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $137,673,057 | 407,377 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $137,899,204 | 453,780 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $127,452,595 | 456,345 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $100,923,264 | 445,597 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $73,173,962 | 440,807 | Shares | Sole | 2025-04-28 | |
| 2024-12-31 | $101,984,625 | 516,404 | Shares | Sole | 2025-02-03 | |
| 2024-09-30 | $77,464,114 | 446,042 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $92,885,802 | 534,410 | Shares | Sole | 2024-08-13 | |
| No filing history on record for this holder in this stock. | ||||||