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。
2022 年第 1 季 13F 持有人
Tower Semiconductor Ltd 在 2022/3/31 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
- 183
- 較 2021 年第 4 季 +31 家
- 持有股數
- 6,569 萬
- 較 2021 年第 4 季 +569.2 萬 (+9.5%)
- 總市值
- $31.8 億
- 較 2021 年第 4 季 +$8.00 億 (+33.6%)
- 新進機構
- 70
- 另有 42 家加碼
- 清倉機構
- 39
- 另有 53 家減碼
另有 4 家機構在 2021 年第 4 季持有、還沒有申報 2022 年第 1 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 |
2022 年第 1 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 2021 年第 4 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Senvest Management, LLC | 7,446,640 | $3.60 億 | 10.34% | −231,293−3.0% | 減碼 |
| Wellington Management Group LLP | 3,285,061 | $1.59 億 | 0.03% | −6,908,477−67.8% | 減碼 |
| Vanguard Group Inc | 3,239,808 | $1.57 億 | 0.00% | +65,515+2.1% | 加碼 |
| Macquarie Group Ltd | 3,060,763 | $1.48 億 | 0.13% | −12,064−0.4% | 減碼 |
| Clal Insurance Enterprises Holdings Ltd | 2,182,393 | $1.06 億 | 1.11% | +983,880+82.1% | 加碼 |
| JPMorgan Chase & Co | 2,017,039 | $9,763 萬 | 0.01% | +1,605,268+389.8% | 加碼 |
| Alpine Associates Management Inc. | 1,679,900 | $8,131 萬 | 3.48% | +1,679,900 | 新進 |
| Versor Investments LP | 1,675,904 | $8,111 萬 | 3.03% | +1,675,904 | 新進 |
| Jennison Associates LLC | 1,634,631 | $7,912 萬 | 0.06% | −130,462−7.4% | 減碼 |
| Sand Grove Capital Management LLP | 1,608,673 | $7,786 萬 | 9.31% | +1,608,673 | 新進 |
| Franklin Resources Inc | 1,552,804 | $7,516 萬 | 0.03% | +1,552,804 | 新進 |
| TIG Advisors, LLC | 1,525,814 | $7,385 萬 | 3.01% | +1,525,814 | 新進 |
| Davidson Kempner Capital Management LP | 1,428,029 | $6,913 萬 | 0.98% | +1,428,029 | 新進 |
| UBS Oconnor LLC | 1,400,000 | $6,776 萬 | 13.66% | +1,400,000 | 新進 |
| Migdal Insurance & Financial Holdings Ltd. | 1,361,083 | $6,588 萬 | 1.15% | −1,117,391−45.1% | 減碼 |
| Harel Insurance Investments & Financial Services Ltd. | 1,267,317 | $6,134 萬 | 1.00% | −135,040−9.6% | 減碼 |
| Principal Financial Group Inc | 1,143,263 | $5,533 萬 | 0.03% | +159,734+16.2% | 加碼 |
| BlackRock Inc. | 1,086,204 | $5,257 萬 | 0.00% | −140,476−11.5% | 減碼 |
| Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management) | 903,511 | $4,373 萬 | 1.57% | 00.0% | 不變 |
| Swedbank AB | 899,800 | $4,355 萬 | 0.08% | −200,200−18.2% | 減碼 |
| Millennium Management LLC | 890,185 | $4,309 萬 | 0.05% | +719,715+422.2% | 加碼 |
| Menora Mivtachim Holdings Ltd. | 883,888 | $4,278 萬 | 0.62% | 00.0% | 不變 |
| Meitav Dash Investments Ltd | 874,744 | $4,254 萬 | 0.64% | −783,473−47.2% | 減碼 |
| Group One Trading, L.P. | 833,049 | $4,032 萬 | 0.88% | +736,787+765.4% | 加碼 |
| William Blair Investment Management, LLC | 825,967 | $3,998 萬 | 0.12% | −778,972−48.5% | 減碼 |
| Marshall Wace, LLP | 811,747 | $3,929 萬 | 0.08% | +811,747 | 新進 |
| PSquared Asset Management AG | 700,000 | $3,388 萬 | 12.24% | +700,000 | 新進 |
| Jane Street Group, LLC | 697,732 | $3,377 萬 | 0.06% | +368,167+111.7% | 加碼 |
| Neumeier Poma Investment Counsel LLC | 677,415 | $3,279 萬 | 2.20% | −578,060−46.0% | 減碼 |
| CNH Partners LLC | 638,085 | $3,088 萬 | 0.81% | +638,085 | 新進 |
| Goldman Sachs Group Inc | 617,221 | $2,987 萬 | 0.01% | +522,879+554.2% | 加碼 |
| Grantham, Mayo, Van Otterloo & Co. LLC | 589,195 | $2,852 萬 | 0.14% | +589,195 | 新進 |
| Bank of America Corp | 572,672 | $2,772 萬 | 0.00% | +407,233+246.2% | 加碼 |
| Westchester Capital Management, LLC | 544,219 | $2,634 萬 | 0.83% | +544,219 | 新進 |
| Assenagon Asset Management S.A. | 541,070 | $2,619 萬 | 0.09% | +541,070 | 新進 |
| Balyasny Asset Management LLC | 533,797 | $2,584 萬 | 0.11% | +533,797 | 新進 |
| Dimensional Fund Advisors LP | 527,500 | $2,553 萬 | 0.01% | −407−0.1% | 減碼 |
| Carlson Capital L P | 525,000 | $2,541 萬 | 1.74% | +525,000 | 新進 |
| Segantii Capital Management Ltd | 493,211 | $2,387 萬 | 0.89% | +493,211 | 新進 |
| Systematic Financial Management LP | 487,707 | $2,361 萬 | 0.74% | −381,496−43.9% | 減碼 |
| Waters Parkerson & Co., LLC | 468,803 | $2,269 萬 | 1.27% | −7,075−1.5% | 減碼 |
| Morgan Stanley | 444,028 | $2,149 萬 | 0.00% | +374,988+543.1% | 加碼 |
| Alliancebernstein L.P. | 439,224 | $2,126 萬 | 0.01% | +433,666+7,802.6% | 加碼 |
| Legal & General Group Plc | 431,770 | $2,093 萬 | 0.01% | +80,140+22.8% | 加碼 |
| Voya Investment Management LLC | 431,751 | $2,090 萬 | 0.04% | +431,751 | 新進 |
| Woodline Partners LP | 427,640 | $2,070 萬 | 0.34% | +427,640 | 新進 |
| Loomis Sayles & Co L P | 398,599 | $1,929 萬 | 0.03% | −144,719−26.6% | 減碼 |
| UBS Group AG | 387,101 | $1,874 萬 | 0.01% | +356,753+1,175.5% | 加碼 |
| Gabelli Funds LLC | 378,799 | $1,833 萬 | 0.12% | +378,799 | 新進 |
| D. E. Shaw & Co., Inc. | 352,201 | $1,705 萬 | 0.02% | −865,150−71.1% | 減碼 |
| Citadel Advisors LLC | 335,038 | $1,622 萬 | 0.02% | +95,931+40.1% | 加碼 |
| Nordea Investment Management AB | 332,192 | $1,615 萬 | 0.02% | +197,155+146.0% | 加碼 |
| Arrowstreet Capital, Limited Partnership | 279,845 | $1,357 萬 | 0.02% | +1,537+0.6% | 加碼 |
| Gabelli & Co Investment Advisers, Inc. | 278,817 | $1,350 萬 | 1.76% | +278,817 | 新進 |
| Phoenix Holdings Ltd. | 268,514 | $1,300 萬 | 0.23% | −1,933,426−87.8% | 減碼 |
| Fort Washington Investment Advisors Inc | 251,419 | $1,210 萬 | 0.08% | −101,548−28.8% | 減碼 |
| Swiss National Bank | 243,895 | $1,184 萬 | 0.01% | +17,245+7.6% | 加碼 |
| Picton Mahoney Asset Management | 241,700 | $1,170 萬 | 0.43% | +241,700 | 新進 |
| State of Wisconsin Investment Board | 232,872 | $1,127 萬 | 0.02% | +210,048+920.3% | 加碼 |
| Seldon Capital LP | 212,503 | $1,029 萬 | 6.05% | +212,503 | 新進 |
| Renaissance Technologies LLC | 209,846 | $1,016 萬 | 0.01% | +160,486+325.1% | 加碼 |
| Herald Investment Management Ltd | 186,800 | $904.2 萬 | 1.65% | 00.0% | 不變 |
| Nuveen Asset Management, LLC | 182,692 | $882.4 萬 | 0.00% | −230,840−55.8% | 減碼 |
| Melqart Asset Management (UK) Ltd | 177,413 | $858.7 萬 | 0.61% | +177,413 | 新進 |
| TCW Group Inc | 165,501 | $801.0 萬 | 0.08% | −115−0.1% | 減碼 |
| Water Island Capital LLC | 164,486 | $796.1 萬 | 0.40% | +164,486 | 新進 |
| Hodges Capital Management Inc. | 163,621 | $791.9 萬 | 0.63% | −174,071−51.5% | 減碼 |
| PEAK6 Investments LLC | 161,016 | $779.3 萬 | 0.23% | −183,830−53.3% | 減碼 |
| Crabel Capital Management, LLC | 159,236 | $770.7 萬 | 2.38% | +159,236 | 新進 |
| Norges Bank | 150,358 | $728.2 萬 | 0.00% | −96,200−39.0% | 減碼 |
| State Street Corp | 146,556 | $709.3 萬 | 0.00% | +3,199+2.2% | 加碼 |
| Qube Research & Technologies Ltd | 126,932 | $614.4 萬 | 0.06% | +111,136+703.6% | 加碼 |
| Foundry Partners, LLC | 123,195 | $596.3 萬 | 0.30% | −314,717−71.9% | 減碼 |
| Prelude Capital Management, LLC | 119,358 | $577.7 萬 | 0.27% | +119,358 | 新進 |
| Vazirani Asset Management LLC | 118,174 | $572.0 萬 | 4.96% | +118,174 | 新進 |
| Credit Suisse AG | 104,055 | $503.6 萬 | 0.00% | +6,252+6.4% | 加碼 |
| Ergoteles LLC | 102,866 | $497.9 萬 | 0.19% | +102,866 | 新進 |
| ETF Managers Group, LLC | 99,629 | $483.7 萬 | 0.10% | −7,812−7.3% | 減碼 |
| Ameriprise Financial Inc | 92,567 | $448.1 萬 | 0.00% | −67,889−42.3% | 減碼 |
| Geode Capital Management, LLC | 87,272 | $422.3 萬 | 0.00% | +525+0.6% | 加碼 |
| Centiva Capital, LP | 75,000 | $363.0 萬 | 0.21% | +68,168+997.8% | 加碼 |
| Eagle Global Advisors LLC | 74,423 | $360.2 萬 | 0.22% | 00.0% | 不變 |
| ARK Investment Management LLC大師方舟投資 | 71,667 | $346.9 萬 | 0.01% | −26,867−27.3% | 減碼 |
| Wolverine Asset Management LLC | 69,615 | $336.9 萬 | 0.04% | +69,615 | 新進 |
| Bank of New York Mellon Corp | 68,102 | $329.6 萬 | 0.00% | −19,110−21.9% | 減碼 |
| Simplex Trading, LLC | 63,459 | $307.1 萬 | 0.10% | +52,914+501.8% | 加碼 |
| Penserra Capital Management LLC | 63,187 | $305.8 萬 | 0.07% | −2,982−4.5% | 減碼 |
| Twin Securities, Inc. | 62,783 | $303.9 萬 | 2.39% | +62,783 | 新進 |
| HAP Trading, LLC | 61,547 | $297.9 萬 | 0.34% | +46,877+319.5% | 加碼 |
| Brookfield Asset Management Inc. | 60,000 | $290.4 萬 | 0.01% | +60,000 | 新進 |
| Mangrove Partners | 59,855 | $289.7 萬 | 0.23% | +59,855 | 新進 |
| Wells Fargo & Company | 59,605 | $288.5 萬 | 0.00% | +56,327+1,718.3% | 加碼 |
| Canada Pension Plan Investment Board | 59,300 | $287.5 萬 | 0.00% | 00.0% | 不變 |
| Walleye Trading LLC | 58,915 | $285.1 萬 | 0.06% | −78,961−57.3% | 減碼 |
| Vaughan Nelson Investment Management, L.P. | 55,641 | $269.3 萬 | 0.03% | +2,770+5.2% | 加碼 |
| King Luther Capital Management Corp | 55,000 | $266.2 萬 | 0.01% | −19,160−25.8% | 減碼 |
| Aigen Investment Management, LP | 49,129 | $237.8 萬 | 0.41% | +49,129 | 新進 |
| LPL Financial LLC | 48,715 | $235.8 萬 | 0.00% | +24,263+99.2% | 加碼 |
| Lombard Odier Asset Management (USA) Corp | 47,500 | $229.9 萬 | 0.40% | +47,500 | 新進 |
| Mint Tower Capital Management B.V. | 46,718 | $226.1 萬 | 0.25% | +46,718 | 新進 |