ROYAL LONDON ASSET MANAGEMENT LTD
Position in TSM — Taiwan Semiconductor Manufacturing Co Ltd
CIK 863748
UNITED KINGDOM, X0
Position in TSM
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$726,508,138
+$188,276,126 QoQ
Shares Held
1,521,260
-4.5% QoQ
Ownership
0.029%
of shares outstanding
% of Portfolio
1.34%
of 13F equity value
Holder Rank
#83
of 3,554 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 98%
Shared 0%
None 2%
Common Shares in TSM Over Time
Shares Held
Position Value (USD)
Position in Semiconductors
Technology · as of Jun 30, 2026ROYAL LONDON ASSET MANAGEMENT LTD holds $9,032,121,263 across 19 Semiconductors names. TSM ranks #4 (8.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NVDA |
Nvidia Corp
|
17,986,795 | $3,598,977,811 | |
| 2 | AVGO |
Broadcom Inc.
|
3,763,485 | $1,421,656,458 | |
| 3 | MU |
Micron Technology Inc
|
895,924 | $1,034,156,113 | |
| 4 | TSM |
Taiwan Semiconductor Manufacturing Co Ltd
This page
|
1,521,260 | $726,508,138 | |
| 5 | AMD |
Advanced Micro Devices Inc
|
1,020,521 | $592,830,854 | |
| 6 | INTC |
Intel Corp
|
4,166,552 | $581,775,655 | |
| 7 | TXN |
Texas Instruments Inc
|
1,089,192 | $324,655,459 | |
| 8 | ADI |
Analog Devices Inc
|
521,402 | $207,085,232 |
All Filings in TSM
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $726,508,138 | 1,521,260 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $538,232,012 | 1,592,638 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $577,873,273 | 1,901,587 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $530,262,507 | 1,898,609 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $500,128,648 | 2,208,171 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $423,250,366 | 2,549,701 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $500,510,163 | 2,534,357 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $466,827,912 | 2,688,017 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $525,995,467 | 3,026,267 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $465,652,756 | 3,422,659 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $381,470,856 | 3,667,989 | Shares | Sole | 2024-03-01 | |
| 2023-09-30 | $315,863,598 | 3,634,794 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $367,238,494 | 3,638,907 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $325,890,825 | 3,503,449 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $240,328,204 | 3,226,315 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $190,892,293 | 2,784,310 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $238,595,958 | 2,918,605 | Shares | Sole | 2022-09-06 | |
| 2022-03-31 | $265,179,262 | 2,543,442 | Shares | Sole | 2022-09-06 | |
| 2021-12-31 | $402,202,345 | 3,343,050 | Shares | Sole | 2022-10-18 | |
| 2021-09-30 | $354,812,088 | 3,177,896 | Shares | Sole | 2022-10-18 | |
| 2021-06-30 | $351,070,270 | 2,921,690 | Shares | Sole | 2022-10-18 | |
| 2021-03-31 | $317,593,628 | 2,685,100 | Shares | Sole | 2022-10-17 | |
| 2020-12-31 | $92,692,396 | 850,077 | Shares | Sole | 2021-01-29 | |
| 2020-09-30 | $91,869,983 | 1,133,218 | Shares | Sole | 2020-11-04 | |
| 2020-06-30 | $38,175,838 | 672,465 | Shares | Sole | 2020-07-31 | |
| 2020-03-31 | $31,568,927 | 660,576 | Shares | Sole | 2020-05-01 | |
| No filing history on record for this holder in this stock. | ||||||