Tower Semiconductor Ltd
TSEM- 交易所
- Nasdaq
- 產業
- Semiconductors & Related Devices
- SEC CIK
- 0000928876
近 90 天,Tower Semiconductor Ltd 內部人申報 0 筆公開市場買進、3 筆賣出;2026 年第 2 季末有 454 家機構在 13F 申報持有,市值合計 $164.0 億;方舟投資和Maverick 資本兩位大師持有。
2026 年第 2 季 13F 持有人
Tower Semiconductor Ltd 在 2026/6/30 季末的機構持股。管理 1 億美元以上美股的機構,每季結束後 45 天內要用 13F 申報多頭部位。13F 是什麼
- 持有機構
- 454
- 較 2026 年第 1 季 +79 家
- 持有股數
- 6,315 萬
- 較 2026 年第 1 季 −500.0 萬 (−7.3%)
- 總市值
- $164.0 億
- 較 2026 年第 1 季 +$45.0 億 (+37.9%)
- 新進機構
- 131
- 另有 113 家加碼
- 清倉機構
- 52
- 另有 167 家減碼
另有 7 家機構在 2026 年第 1 季持有、還沒有申報 2026 年第 2 季 13F:沒申報不算清倉,也不計入上面的變化。
歷季持有家數與市值
2021 年第 1 季起,每季在 13F 申報持有 TSEM 的機構家數與合計市值。市值是各季季末的申報市值,也會跟著股價漲跌。
| 季度 | 家數 | 市值 |
|---|---|---|
| 2026 年第 2 季 | 454 | $164.0 億 |
| 2026 年第 1 季 | 382 | $120.9 億 |
| 2025 年第 4 季 | 312 | $86.0 億 |
| 2025 年第 3 季 | 249 | $52.0 億 |
| 2025 年第 2 季 | 216 | $31.1 億 |
| 2025 年第 1 季 | 218 | $25.7 億 |
| 2024 年第 4 季 | 241 | $36.1 億 |
| 2024 年第 3 季 | 215 | $30.9 億 |
| 2024 年第 2 季 | 191 | $25.9 億 |
| 2024 年第 1 季 | 189 | $21.5 億 |
| 2023 年第 4 季 | 184 | $19.9 億 |
| 2023 年第 3 季 | 199 | $16.4 億 |
| 2023 年第 2 季 | 219 | $25.0 億 |
| 2023 年第 1 季 | 213 | $28.1 億 |
| 2022 年第 4 季 | 223 | $28.3 億 |
| 2022 年第 3 季 | 204 | $28.0 億 |
| 2022 年第 2 季 | 205 | $30.2 億 |
| 2022 年第 1 季 | 183 | $31.8 億 |
| 2021 年第 4 季 | 156 | $24.0 億 |
| 2021 年第 3 季 | 141 | $17.8 億 |
| 2021 年第 2 季 | 134 | $18.0 億 |
| 2021 年第 1 季 | 157 | $17.1 億 |
2026 年第 2 季持有機構
每家機構持有 Tower Semiconductor Ltd 的股數、市值與佔組合比重;股數變化跟 2026 年第 1 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Price T Rowe Associates Inc | 7,023,150 | $18.3 億 | 0.18% | −332,248−4.5% | 減碼 |
| Clal Insurance Enterprises Holdings Ltd | 4,658,848 | $12.0 億 | 5.42% | +686,240+17.3% | 加碼 |
| Phoenix Holdings Ltd. | 3,505,778 | $9.14 億 | 6.24% | +115,091+3.4% | 加碼 |
| BlackRock, Inc. | 3,290,073 | $8.58 億 | 0.01% | −979,231−22.9% | 減碼 |
| Vanguard Capital Management LLC | 3,147,369 | $8.15 億 | 0.02% | +63,540+2.1% | 加碼 |
| Jane Street Group, LLC | 2,928,515 | $7.63 億 | 0.49% | +1,737,977+146.0% | 加碼 |
| Harel Insurance Investments & Financial Services Ltd. | 2,279,379 | $5.94 億 | 2.89% | +289,450+14.5% | 加碼 |
| Senvest Management, LLC | 1,823,082 | $4.75 億 | 13.94% | −448,997−19.8% | 減碼 |
| Migdal Insurance & Financial Holdings Ltd. | 1,730,723 | $4.51 億 | 2.89% | −284,783−14.1% | 減碼 |
| Jupiter Topco LLC | 1,464,914 | $3.82 億 | 0.16% | +1,464,914 | 新進 |
| Capital World Investors | 1,355,425 | $3.53 億 | 0.04% | +28,664+2.2% | 加碼 |
| Invesco Ltd. | 1,336,854 | $3.48 億 | 0.03% | −844,321−38.7% | 減碼 |
| Mawer Investment Management Ltd. | 1,038,086 | $2.71 億 | 1.84% | +73,051+7.6% | 加碼 |
| Polar Capital Holdings Plc | 1,015,166 | $2.65 億 | 0.75% | +869,653+597.6% | 加碼 |
| Vanguard Fiduciary Trust Co | 1,000,853 | $2.59 億 | 0.06% | +18,225+1.9% | 加碼 |
| Y.D. More Investments Ltd | 949,549 | $2.44 億 | 7.59% | +18,859+2.0% | 加碼 |
| Arrowstreet Capital, Limited Partnership | 928,208 | $2.41 億 | 0.11% | +928,208 | 新進 |
| FMR LLC | 920,247 | $2.40 億 | 0.01% | +919,154+84,094.6% | 加碼 |
| Millennium Management LLC | 850,421 | $2.22 億 | 0.15% | +272,007+47.0% | 加碼 |
| Marshall Wace, LLP | 778,218 | $2.03 億 | 0.17% | +354,221+83.5% | 加碼 |
| Norges Bank | 763,552 | $1.98 億 | 0.02% | +763,552 | 新進 |
| Goldman Sachs Group Inc | 722,135 | $1.88 億 | 0.02% | +314,183+77.0% | 加碼 |
| D. E. Shaw & Co., Inc. | 687,763 | $1.79 億 | 0.11% | +658,913+2,283.9% | 加碼 |
| Qube Research & Technologies Ltd | 638,079 | $1.66 億 | 0.18% | +455,584+249.6% | 加碼 |
| Two Sigma Investments, LP | 611,924 | $1.59 億 | 0.12% | +602,324+6,274.2% | 加碼 |
| Capital International Investors | 572,299 | $1.49 億 | 0.03% | 00.0% | 不變 |
| Axiom Investors LLC | 523,887 | $1.37 億 | 1.18% | +523,887 | 新進 |
| Summit Partners Public Asset Management, LLC | 517,547 | $1.35 億 | 3.50% | −174,508−25.2% | 減碼 |
| Legal & General Group Plc | 514,240 | $1.32 億 | 0.03% | −21,549−4.0% | 減碼 |
| Gilder Gagnon Howe & Co LLC | 464,018 | $1.21 億 | 1.25% | −7,448−1.6% | 減碼 |
| Turiya Advisors Asia Ltd | 450,519 | $1.17 億 | 26.71% | −315,841−41.2% | 減碼 |
| Menora Mivtachim Holdings Ltd. | 447,992 | $1.17 億 | 0.46% | −75,000−14.3% | 減碼 |
| JPMorgan Chase & Co | 450,369 | $1.15 億 | 0.01% | −90,524−16.7% | 減碼 |
| Neuberger Berman Group LLC | 434,320 | $1.13 億 | 0.08% | +33,241+8.3% | 加碼 |
| Bank of America Corp | 412,221 | $1.07 億 | 0.01% | −272,122−39.8% | 減碼 |
| Swiss National Bank | 401,044 | $1.03 億 | 0.05% | −13,806−3.3% | 減碼 |
| Shannon River Fund Management LLC | 382,933 | $9,981 萬 | 8.91% | −121,306−24.1% | 減碼 |
| Wellington Management Group LLP | 372,445 | $9,685 萬 | 0.02% | −586,503−61.2% | 減碼 |
| Analog Century Management LP | 359,758 | $9,377 萬 | 3.43% | −103,264−22.3% | 減碼 |
| Canada Pension Plan Investment Board | 358,562 | $9,197 萬 | 0.05% | +15,288+4.5% | 加碼 |
| Systematic Financial Management LP | 325,159 | $8,475 萬 | 1.69% | −223,701−40.8% | 減碼 |
| Deutsche Bank AG | 310,679 | $8,098 萬 | 0.02% | +129,213+71.2% | 加碼 |
| Penserra Capital Management LLC | 284,805 | $7,423 萬 | 0.57% | −52,062−15.5% | 減碼 |
| Pictet Asset Management Holding SA | 270,065 | $7,023 萬 | 0.07% | +223,680+482.2% | 加碼 |
| Defiance ETFs, LLC | 284,805 | $6,991 萬 | 0.97% | −47,763−14.4% | 減碼 |
| Nuveen, LLC | 266,563 | $6,839 萬 | 0.02% | +9,366+3.6% | 加碼 |
| Jennison Associates LLC | 249,728 | $6,509 萬 | 0.04% | −365,488−59.4% | 減碼 |
| Raymond James Financial Inc | 249,203 | $6,495 萬 | 0.02% | +109,601+78.5% | 加碼 |
| GF Fund Management Co. Ltd. | 225,856 | $5,887 萬 | 0.71% | −918,539−80.3% | 減碼 |
| Driehaus Capital Management LLC | 225,114 | $5,867 萬 | 0.34% | −100,989−31.0% | 減碼 |
| Vanguard Asset Management, Ltd | 220,111 | $5,699 萬 | 0.04% | +25,589+13.2% | 加碼 |
| Renaissance Technologies LLC | 211,049 | $5,501 萬 | 0.08% | −63,700−23.2% | 減碼 |
| Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management) | 206,991 | $5,395 萬 | 7.11% | −241,000−53.8% | 減碼 |
| Bank of New York Mellon Corp | 194,793 | $5,077 萬 | 0.01% | +33,323+20.6% | 加碼 |
| TD Asset Management Inc | 192,707 | $5,001 萬 | 0.04% | −8,167−4.1% | 減碼 |
| Susquehanna International Group, LLP | 191,653 | $4,995 萬 | 0.04% | +158,539+478.8% | 加碼 |
| Think Investments LP | 190,900 | $4,976 萬 | 6.13% | +5,500+3.0% | 加碼 |
| UBS Group AG | 189,257 | $4,933 萬 | 0.01% | −394,611−67.6% | 減碼 |
| Morgan Stanley | 178,396 | $4,650 萬 | 0.00% | −489,234−73.3% | 減碼 |
| Allspring Global Investments Holdings, LLC | 180,373 | $4,427 萬 | 0.07% | −1,246−0.7% | 減碼 |
| King Luther Capital Management Corp | 165,243 | $4,307 萬 | 0.18% | −35,544−17.7% | 減碼 |
| Franklin Resources Inc | 145,818 | $3,795 萬 | 0.01% | −15,671−9.7% | 減碼 |
| Citigroup Inc | 143,807 | $3,689 萬 | 0.02% | −168,516−54.0% | 減碼 |
| Neumeier Poma Investment Counsel LLC | 141,215 | $3,681 萬 | 2.52% | −98,172−41.0% | 減碼 |
| Altshuler Shaham Ltd | 142,910 | $3,668 萬 | 0.46% | −197,198−58.0% | 減碼 |
| Dimensional Fund Advisors LP | 140,642 | $3,666 萬 | 0.01% | +140,642 | 新進 |
| Alta Park Capital, LP | 131,216 | $3,420 萬 | 3.17% | −20,450−13.5% | 減碼 |
| Trexquant Investment LP | 122,091 | $3,182 萬 | 0.20% | +122,091 | 新進 |
| Amundi | 119,107 | $3,104 萬 | 0.01% | +12,705+11.9% | 加碼 |
| Assenagon Asset Management S.A. | 118,406 | $3,038 萬 | 0.04% | +4,965+4.4% | 加碼 |
| Capital Fund Management S.A. | 113,379 | $2,955 萬 | 0.21% | +113,379 | 新進 |
| Schwartz Investment Counsel Inc | 110,000 | $2,867 萬 | 0.95% | −150,000−57.7% | 減碼 |
| Sphera Funds Management Ltd. | 108,265 | $2,822 萬 | 4.04% | −37,470−25.7% | 減碼 |
| Citadel Advisors LLC | 108,141 | $2,819 萬 | 0.02% | +104,669+3,014.7% | 加碼 |
| Andar Capital Management HK Ltd | 108,000 | $2,815 萬 | 12.63% | −22,000−16.9% | 減碼 |
| Royce & Associates LP | 106,702 | $2,781 萬 | 0.22% | −3,956−3.6% | 減碼 |
| Essex Investment Management Co LLC | 105,543 | $2,751 萬 | 3.60% | −10,390−9.0% | 減碼 |
| Herald Investment Management Ltd | 99,000 | $2,578 萬 | 3.50% | −67,000−40.4% | 減碼 |
| Walleye Capital LLC | 96,275 | $2,509 萬 | 0.12% | +52,264+118.8% | 加碼 |
| Geode Capital Management, LLC | 93,441 | $2,435 萬 | 0.00% | +300+0.3% | 加碼 |
| Victory Capital Management Inc | 92,180 | $2,403 萬 | 0.01% | −38,435−29.4% | 減碼 |
| Alliancebernstein L.P. | 126,667 | $2,223 萬 | 0.01% | −143,800−53.2% | 減碼 |
| Barclays PLC | 85,082 | $2,218 萬 | 0.01% | +24,590+40.7% | 加碼 |
| Credit Agricole S A | 84,177 | $2,194 萬 | 0.06% | −59,416−41.4% | 減碼 |
| American Century Companies Inc | 81,042 | $2,112 萬 | 0.01% | −62,061−43.4% | 減碼 |
| First Trust Advisors LP | 75,716 | $1,967 萬 | 0.01% | +71,905+1,886.8% | 加碼 |
| Gendell Jeffrey L | 75,000 | $1,955 萬 | 0.18% | 00.0% | 不變 |
| Calamos Advisors LLC | 74,738 | $1,948 萬 | 0.07% | −58,859−44.1% | 減碼 |
| HRT Financial LP | 69,933 | $1,823 萬 | 0.03% | +43,928+168.9% | 加碼 |
| Benchstone Capital Management LP | 66,967 | $1,745 萬 | 2.17% | +66,967 | 新進 |
| Swedbank AB | 62,120 | $1,619 萬 | 0.01% | −18,380−22.8% | 減碼 |
| KP Management LLC | 61,035 | $1,591 萬 | 3.33% | 00.0% | 不變 |
| SG Capital Management LLC | 60,952 | $1,589 萬 | 1.44% | +60,952 | 新進 |
| Public Sector Pension Investment Board | 61,697 | $1,578 萬 | 0.04% | +3,885+6.7% | 加碼 |
| Eagle Global Advisors LLC | 60,323 | $1,572 萬 | 0.52% | 00.0% | 不變 |
| Bank of Montreal | 58,610 | $1,528 萬 | 0.01% | +13,109+28.8% | 加碼 |
| Vanguard Investments Australia, Ltd. | 57,145 | $1,480 萬 | 0.04% | +1,782+3.2% | 加碼 |
| Munro Partners | 56,530 | $1,473 萬 | 0.33% | +56,530 | 新進 |
| LMR Partners LLP | 49,844 | $1,299 萬 | 0.10% | −194,495−79.6% | 減碼 |
| SEI Investments Co | 48,654 | $1,268 萬 | 0.01% | −42,900−46.9% | 減碼 |