M&G Plc TSM — TAIWAN SEMICONDUCTOR MFG LTD

Ownership history in M&G Plc  ·  9 quarters on record

AI Ownership Summary

M&G Plc reported TAIWAN SEMICONDUCTOR MFG LTD (TSM) in 9 quarterly 13F filings from 2024 Q1 through 2026 Q1. Peak portfolio weight reached 0.63% in 2026 Q1. The latest visible filing shows TSM at 0.63% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this TSM ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was M&G Plc's position in TAIWAN SEMICONDUCTOR MFG LTD, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

TSM was reported at 0.63% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.63% in 2026 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q1 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

TSM stock page M&G Plc fund profile M&G Plc full holdings
How M&G Plc held TSM — position size vs. price
% of Fund (quarterly)    TSM price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 9 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED — — — 361,809 +20,747 +6.1% 0.63% $122.3M 2026-05-13 $399.80
2025 Q4 ADDED — — — 341,062 +1,196 +0.4% 0.53% $103.7M 2026-02-12 $367.07
2025 Q3 ADDED — — — 339,866 +48,681 +16.7% 0.50% $94.8M 2025-11-07 $284.93
2025 Q2 REDUCED — — — 291,185 -15,223 -5.0% 0.36% $65.8M 2025-08-08 $239.74
2025 Q1 ADDED — — — 306,408 +61,460 +25.1% 0.24% $50.9M 2025-05-13 $191.62
2024 Q4 ADDED — — — 244,948 +49,484 +25.3% 0.30% $48.3M 2025-02-11 $205.39
2024 Q3 ADDED — — — 195,464 +41,717 +27.1% 0.12% $34.0M 2024-10-31 $186.89
2024 Q2 ADDED — — — 153,747 +14,572 +10.5% 0.11% $26.8M 2024-07-16 $181.80
2024 Q1 INITIATED — — — 139,175 — — 0.07% $18.9M 2024-05-10 $145.40

🏢 Other funds also holding TSM

As of 2026 Q1 — sorted by position size

Kultura Capital Management LP 58.41% Eurizon Asset Management Slovakia, sprav. spol., a.s. 57.06% Noked Israel Ltd 3Y 7Y 45.45% KEYWISE CAPITAL MANAGEMENT (HK) Ltd 3Y 33.87% HCEP Management Ltd 3Y 33.28% Marcho Partners LLP 3Y 29.88% HIMENSION CAPITAL (SINGAPORE) PTE. LTD. 3Y 29.58% Coalescence Partners Investment Management, LP 25.69% Prime Capital Management Co Ltd 3Y 7Y 25.18% LANSDOWNE PARTNERS (UK) LLP 3Y 7Y 24.19%

FAQ About M&G Plc and TSM

These are the practical questions this page is built to answer before you even open the full history table.

How long has M&G Plc reported owning TSM?

M&G Plc reported TSM across 9 quarterly 13F filings, from 2024 Q1 through 2026 Q1.

What was the largest reported TSM position in M&G Plc's portfolio?

The largest reported portfolio weight for TSM was 0.63% in 2026 Q1.

What is the latest reported TSM position on this page?

The most recent filing on this page is 2026 Q1, when M&G Plc reported 361,809 shares, equal to 0.63% of portfolio, with an estimated market value of $122.3M.

What does the chart on this TSM ownership page compare?

The chart compares M&G Plc's quarterly TSM portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did M&G Plc time their TSM position?

Based on 13F filing dates vs. subsequent TSM price moves, M&G Plc correctly timed 6 out of 8 reported position changes (75%). The annualised alpha on TSM relative to SPY over the holding period was +45.8%.

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