Form 13-F position report

TAIWAN SEMICON MFG LTD(5COMSH)

Reported by NS Partners Ltd

TSM CUSIP 874039100 Manager CIK 0001657111

Reported 288,699 shares, up 76,376 (36.0%) from the prior quarter.

Reported value 46.5%; share count 36.0% vs. the prior quarter.

Added
% of reported 13F value 1.63% This manager · Q4 2021
Shares 288,699 Quarter-end amount reported
Reported value $34,733,000 Fair value at quarter end
Consecutive quarters held 27 Through Q4 2021

Reported position value by quarter

Reported position value by quarter

Each bar is a Form 13-F quarter-end snapshot. It does not show trades made within the quarter.

Reported position value by quarter
Date Holding Value
2021-09-30 23706000
2021-12-31 34733000
2022-03-31 42453000
2022-06-30 40061000
2022-09-30 17961000
2022-12-31 22115485
2023-03-31 29290231
2023-06-30 20820603
2023-09-30 17883933
2023-12-31 11221600
2024-03-31 11149298
2024-06-30 9498717
2024-09-30 9508259
2024-12-31 7527924
2025-03-31 2708788
2025-06-30 3537321
2025-09-30 4361951
2025-12-31 4746154
2026-03-31 24520638
2026-06-30 30868692

Quarterly position history

How this manager's reported quarter-end position changed over time.

20 quarters
Quarterly reported position history for TAIWAN SEMICON MFG LTD(5COMSH) held by NS Partners Ltd.
Quarter Activity Shares Change % of reported 13F Reported value Filed Source filing
Q2 2026 Reduced 64,637 -7,920 (-10.9%) 1.32% $30,868,692 2026-08-13
Q1 2026 Added 72,557 +56,939 (364.6%) 1.1% $24,520,638 2026-05-11
Q4 2025 Unchanged 15,618 0 (0.0%) 0.19% $4,746,154 2026-02-10
Q3 2025 Unchanged 15,618 0 (0.0%) 0.17% $4,361,951 2025-11-13
Q2 2025 Reduced 15,618 -700 (-4.3%) 0.14% $3,537,321 2025-08-07
Q1 2025 Reduced 16,318 -21,800 (-57.2%) 0.12% $2,708,788 2025-05-12
Q4 2024 Reduced 38,118 -16,631 (-30.4%) 0.31% $7,527,924 2025-02-07
Q3 2024 Added 54,749 +99 (0.2%) 0.4% $9,508,259 2024-11-08
Q2 2024 Reduced 54,650 -27,300 (-33.3%) 0.43% $9,498,717 2024-08-08
Q1 2024 Reduced 81,950 -25,950 (-24.1%) 0.51% $11,149,298 2024-05-09
Q4 2023 Reduced 107,900 -97,899 (-47.6%) 0.55% $11,221,600 2024-02-09
Q3 2023 Reduced 205,799 -509 (-0.2%) 0.96% $17,883,933 2023-11-13
Q2 2023 Reduced 206,308 -108,573 (-34.5%) 1.1% $20,820,603 2023-08-10
Q1 2023 Added 314,881 +17,989 (6.1%) 1.65% $29,290,231 2023-05-10
Q4 2022 Added 296,892 +34,915 (13.3%) 1.33% $22,115,485 2023-02-10
Q3 2022 Reduced 261,977 -228,065 (-46.5%) 1.17% $17,961,000 2022-11-10
Q2 2022 Added 490,042 +82,857 (20.3%) 2.43% $40,061,000 2022-08-05
Q1 2022 Added 407,185 +118,486 (41.0%) 2.26% $42,453,000 2022-05-12
Q4 2021 Added 288,699 +76,376 (36.0%) 1.63% $34,733,000 2022-02-10
Q3 2021 Added 212,323 +39,849 (23.1%) 1.21% $23,706,000 2021-11-12
Five years are shown. A free account unlocks the complete reported history. Unlock full history

Who else reported the position

1536 managers reported TAIWAN SEMICON MFG LTD(5COMSH) for Q4 2021.

Managers reporting TAIWAN SEMICON MFG LTD(5COMSH) in Q4 2021.
Manager Activity Shares Change % of reported 13F Reported value Tenure
Sanders Capital LLC Reduced 41,764,445 -121,438 10.25% $5,024,680,000 30 qtrs
Capital World Investors Added 36,229,363 +723,057 0.69% $4,358,774,000 35 qtrs
JPMorgan Chase & Co Added 35,306,735 +190,084 0.49% $4,247,755,000 35 qtrs
MASSACHUSETTS FINANCIAL SERVICES CO MA Reduced 32,586,383 -107,005 1.07% $3,920,469,000 35 qtrs
THE BANK OF NEW YORK MELLON CORPORATION Reduced 31,971,321 -1,504,494 0.69% $3,846,471,000 35 qtrs
Capital International Investors Reduced 29,792,002 -1,898,559 0.76% $3,584,631,000 32 qtrs
WCM INVESTMENT MANAGEMENT LLC Added 26,212,577 +150,902 7.1% $3,153,635,000 35 qtrs
Fisher Asset Management LLC Added 25,937,073 +557,498 1.75% $3,120,489,000 35 qtrs
VANGUARD GROUP INC Reduced 18,707,667 -823,778 0.05% $2,250,719,000 35 qtrs
BlackRock Inc Added 16,286,362 +384,837 0.05% $1,959,412,000 35 qtrs
Premium adds each manager's conviction percentile across reporting peers.
Filing details and methodology As reported
Report period
December 31, 2021
Filed
February 10, 2022
Filing type
13F-HR
Position type
SPONSORED ADS

Voting authority reported

Sole
288,699
Shared
0
None
0

“None” means the manager reported no voting authority for those shares on non-routine matters. It does not disclose why and is not evidence of securities lending.

Form 13-F is a delayed quarter-end snapshot of disclosed long Section 13(f) securities. It can be filed up to 45 days after quarter end, excludes short positions and most non-U.S. securities, and does not reveal intra-quarter trading. For options, reported shares and value describe the underlying-share exposure; strike, expiry, premium, and written positions are not disclosed.