Question 1

How many shares of TSM does Ninety One UK Ltd own?

Accepted Answer

As of 2026-Q1, Ninety One UK Ltd holds 1.6M shares of TSM (TAIWAN SEMICONDUCTOR MANUFAC).

Question 2

What is Ninety One UK Ltd's TSM position worth?

Accepted Answer

As of 2026-Q1, Ninety One UK Ltd's TSM position is worth $533M.

Question 3

Is Ninety One UK Ltd buying or selling TSM?

Accepted Answer

In 2026-Q1, Ninety One UK Ltd decreased their TSM position (-21.6% change in shares).

Question 4

When did Ninety One UK Ltd first buy TSM?

Accepted Answer

Based on available 13F filings, Ninety One UK Ltd first reported a position in TSM in 2024-Q2. They have held the position across 29 quarters.

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q1 Latest	Decreased	1.6M	-21.6%	$533M	1.2%	$353.13	0
2025-Q4	Decreased	2M	-3.6%	$611.7M	1.3%	$299.58	0
2025-Q3	Increased	2.1M	+4.2%	$583.5M	1.3%	$272.49	52
2025-Q2	Increased	2M	+1.3%	$454.3M	1.1%	$227.24	50
2025-Q1	Decreased	2M	-26.1%	$328.8M	0.9%	$163.69	0
2024-Q4	Decreased	2.7M	-0.9%	$529.2M	1.4%	$197.73	0
2024-Q3	Decreased	2.7M	-12.1%	$469.8M	1.3%	$175.05	0
2024-Q2	Decreased	3.1M	-1.7%	$535.1M	1.5%	$170.33	0