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TSEM in the 13F filings

Tower Semiconducto · CUSIP M87915274

Sector · SemiconductorsTheme · AI infrastructure and semiconductors· L3VLUP-definedTheme · Semiconductors
Quarter
Q2 2026Q1 2026Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023Q3 2023
Quarter end
31 Dec 2023
the date the book describes
Filed
14 Feb 2024
latest of these filings; the earliest 17 Jan 2024
Managers listing it
5
at least, of 95 tracked, among listed positions
Comparable managers
93
filed both Q3 2023 and Q4 2023; 4 listed it in both
Shares listed
4,132,467
combined, among listed positions
Reported value
$126m
combined, at the quarter end

Among the 93 comparable managers: 3 buyers (opened or added shares) and 3 sellers (trimmed or exited), at least, among listed positions. Their net change in shares is not known from listed positions, because at least one of them lists it in only one of the two quarters.

Managers listing TSEM in Q4 2023

Share of 13F value is the position’s reported value over everything the manager reported that quarter. The share change is against Q3 2023, and only where both filings list the position. A rise in value with no rise in shares is the price, not buying.

5 of 5 holders

ActionFiling
Baupost Group LLC2,710,852$83m1.80%Trimmed-139,14813 Feb 2024 (the filing on sec.gov)
Voloridge Investment Management LLC643,458$20m0.08%Trimmed-301,19414 Feb 2024 (the filing on sec.gov)
ExodusPoint Capital Management LP457,985$14m0.09%Addedn.a.14 Feb 2024 (the filing on sec.gov)
Acadian Asset Management LLC236,911$7.2munder 0.1%Added+33,96613 Feb 2024 (the filing on sec.gov)
ARK Investment Management LLC83,261$2.5munder 0.1%Added+24,31717 Jan 2024 (the filing on sec.gov)

Largest increases and reductions, by shares

Q3 2023 to Q4 2023, among managers that listed it in both quarters or opened it.

Increases

Reductions

New positions and exits

At least these many: a manager is shown exiting only where its own filing shows the position gone.

New (0)

No new position among listed positions.

Exited (1)

Ownership over time

Every quarter on file. A quarter-end value moves with the price as well as with the shares held; buyers and sellers count comparable managers, by shares.
7 in Q3 2024 to 18 in Q2 2026

Tracked managers listing it, at least.

051015202014201620182020202220242026
the quarter shown share split complete books; unmarked quarters rest on listed positionsClick a quarter to open it.
TSEM by quarter
QuarterHoldersReported valueBuyersSellers
Q1 20141$335kn.a.n.a.
Q4 20142$9.2mn.a.n.a.
Q1 20151$350kn.a.n.a.
Q4 20151$541kn.a.n.a.
Q1 20161$7.1mn.a.n.a.
Q2 20161$4.3mn.a.n.a.
Q3 20162$15mn.a.n.a.
Q4 20161$21mn.a.n.a.
Q1 20173$68mn.a.n.a.
Q2 20174$78mn.a.n.a.
Q3 20174$210mn.a.n.a.
Q4 20174$65mn.a.n.a.
Q1 20184$70mn.a.n.a.
Q2 20182$53mn.a.n.a.
Q3 20183$69mn.a.n.a.
Q4 20184$79mn.a.n.a.
Q1 20195$77mn.a.n.a.
Q2 20193$57mn.a.n.a.
Q3 20195$234mn.a.n.a.
Q4 20194$268mn.a.n.a.
Q1 20204$173mn.a.n.a.
Q2 20204$206mn.a.n.a.
Q3 20203$163mn.a.n.a.
Q4 20203$258mn.a.n.a.
Q1 20213$276mn.a.n.a.
Q2 20212$299mn.a.n.a.
Q3 20212$336mn.a.n.a.
Q4 20213$414mn.a.n.a.
Q1 20228$332mn.a.n.a.
Q2 20229$360mn.a.n.a.
Q3 202210$286mn.a.n.a.
Q4 20228$150mn.a.n.a.
Q1 202313$222mn.a.n.a.
Q2 202310$195mn.a.n.a.
Q3 20236$107mn.a.n.a.
Q4 20235$126m33
Q1 20243$14m13
Q2 20247$131m52
Q3 20247$226m61
Q4 20246$233m24
Q1 20255$278m33
Q2 20254$292m12
Q3 20255$418m33
Q4 202513$1.4bn1912
Q1 202617$3.2bn1815
Q2 202618$4.6bn2214

Compare with…

Holders over time, buyers and sellers, and the managers holding both, side by side for up to four stocks.

TSEM and NVDA →TSEM and AVGO →TSEM and MU →Choose a stock to compare with TSEM →

How much of the picture this is

A 13F is a manager’s long US-listed equity book at a quarter end, filed up to 45 days later. It shows no shorts, cash, bonds or performance, and it is never today’s portfolio. Large books are listed to their largest positions, so a manager missing from this table may still hold a small position below that line. These are 95 tracked managers, not the institutional market.

Which funds own TSEM, latest filings →Back to the 13F Explorer →