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 2 季 13F 持有人
Tower Semiconductor Ltd 在 2022/6/30 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
- 205
- 較 2022 年第 1 季 +24 家
- 持有股數
- 6,545 萬
- 較 2022 年第 1 季 −22.2 萬 (−0.3%)
- 總市值
- $30.2 億
- 較 2022 年第 1 季 −$1.59 億 (−5.0%)
- 新進機構
- 46
- 另有 71 家加碼
- 清倉機構
- 22
- 另有 67 家減碼
另有 2 家機構在 2022 年第 1 季持有、還沒有申報 2022 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 |
2022 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 2022 年第 1 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Senvest Management, LLC | 6,074,160 | $2.81 億 | 9.57% | −1,372,480−18.4% | 減碼 |
| JPMorgan Chase & Co | 3,865,878 | $1.79 億 | 0.03% | +1,848,839+91.7% | 加碼 |
| Vanguard Group Inc | 3,326,005 | $1.54 億 | 0.00% | +86,197+2.7% | 加碼 |
| Wellington Management Group LLP | 3,217,068 | $1.49 億 | 0.03% | −67,993−2.1% | 減碼 |
| Macquarie Group Ltd | 2,328,761 | $1.08 億 | 0.12% | −732,002−23.9% | 減碼 |
| Clal Insurance Enterprises Holdings Ltd | 2,162,038 | $9,984 萬 | 1.33% | −20,355−0.9% | 減碼 |
| Franklin Resources Inc | 1,684,100 | $7,777 萬 | 0.04% | +131,296+8.5% | 加碼 |
| Versor Investments LP | 1,667,621 | $7,701 萬 | 2.95% | −8,283−0.5% | 減碼 |
| UBS Oconnor LLC | 1,652,888 | $7,633 萬 | 0.80% | +252,888+18.1% | 加碼 |
| Jennison Associates LLC | 1,635,074 | $7,551 萬 | 0.08% | +4430.0% | 加碼 |
| Sand Grove Capital Management LLP | 1,476,649 | $6,819 萬 | 7.47% | −132,024−8.2% | 減碼 |
| Migdal Insurance & Financial Holdings Ltd. | 1,470,806 | $6,792 萬 | 1.51% | +109,723+8.1% | 加碼 |
| Davidson Kempner Capital Management LP | 1,390,324 | $6,422 萬 | 1.25% | −37,705−2.6% | 減碼 |
| TIG Advisors, LLC | 1,386,725 | $6,404 萬 | 2.69% | −139,089−9.1% | 減碼 |
| Harel Insurance Investments & Financial Services Ltd. | 1,338,976 | $6,183 萬 | 1.30% | +71,659+5.7% | 加碼 |
| Alpine Associates Management Inc. | 1,248,500 | $5,766 萬 | 2.17% | −431,400−25.7% | 減碼 |
| Balyasny Asset Management LLC | 1,216,428 | $5,618 萬 | 0.24% | +682,631+127.9% | 加碼 |
| BlackRock Inc. | 1,127,417 | $5,207 萬 | 0.00% | +41,213+3.8% | 加碼 |
| Legal & General Group Plc | 1,107,573 | $5,145 萬 | 0.02% | +675,803+156.5% | 加碼 |
| Meitav Dash Investments Ltd | 958,763 | $4,439 萬 | 0.76% | +84,019+9.6% | 加碼 |
| Farallon Capital Management, L.L.C. | 950,000 | $4,387 萬 | 0.26% | +950,000 | 新進 |
| Alliancebernstein L.P. | 903,661 | $4,173 萬 | 0.02% | +464,437+105.7% | 加碼 |
| Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management) | 903,511 | $4,172 萬 | 1.87% | 00.0% | 不變 |
| Swedbank AB | 899,800 | $4,155 萬 | 0.09% | 00.0% | 不變 |
| Menora Mivtachim Holdings Ltd. | 883,888 | $4,082 萬 | 0.74% | 00.0% | 不變 |
| Group One Trading, L.P. | 749,568 | $3,462 萬 | 0.99% | −83,481−10.0% | 減碼 |
| Grantham, Mayo, Van Otterloo & Co. LLC | 690,744 | $3,190 萬 | 0.17% | +101,549+17.2% | 加碼 |
| Westchester Capital Management, LLC | 678,770 | $3,135 萬 | 0.98% | +134,551+24.7% | 加碼 |
| Goldman Sachs Group Inc | 669,937 | $3,094 萬 | 0.01% | +52,716+8.5% | 加碼 |
| Carlson Capital L P | 646,000 | $2,983 萬 | 2.06% | +121,000+23.0% | 加碼 |
| Principal Financial Group Inc | 640,005 | $2,956 萬 | 0.02% | −503,258−44.0% | 減碼 |
| Neumeier Poma Investment Counsel LLC | 614,680 | $2,839 萬 | 2.22% | −62,735−9.3% | 減碼 |
| CNH Partners LLC | 612,203 | $2,827 萬 | 0.64% | −25,882−4.1% | 減碼 |
| Bank of America Corp | 556,605 | $2,570 萬 | 0.00% | −16,067−2.8% | 減碼 |
| Deutsche Bank AG | 517,717 | $2,391 萬 | 0.01% | +511,109+7,734.7% | 加碼 |
| Citigroup Inc | 492,660 | $2,289 萬 | 0.03% | +464,277+1,635.8% | 加碼 |
| PSquared Asset Management AG | 471,650 | $2,178 萬 | 17.32% | −228,350−32.6% | 減碼 |
| Gabelli Funds LLC | 470,771 | $2,174 萬 | 0.17% | +91,972+24.3% | 加碼 |
| Swiss National Bank | 459,647 | $2,135 萬 | 0.01% | +215,752+88.5% | 加碼 |
| Segantii Capital Management Ltd | 447,479 | $2,067 萬 | 0.60% | −45,732−9.3% | 減碼 |
| Waters Parkerson & Co., LLC | 439,708 | $2,047 萬 | 1.29% | −29,095−6.2% | 減碼 |
| Marshall Wace, LLP | 430,034 | $1,986 萬 | 0.05% | −381,713−47.0% | 減碼 |
| Systematic Financial Management LP | 427,636 | $1,975 萬 | 0.69% | −60,071−12.3% | 減碼 |
| Invesco Ltd. | 389,556 | $1,799 萬 | 0.01% | +364,457+1,452.1% | 加碼 |
| Woodline Partners LP | 380,000 | $1,755 萬 | 0.29% | −47,640−11.1% | 減碼 |
| Jane Street Group, LLC | 354,812 | $1,639 萬 | 0.03% | −342,920−49.1% | 減碼 |
| Morgan Stanley | 345,419 | $1,595 萬 | 0.00% | −98,609−22.2% | 減碼 |
| Gabelli & Co Investment Advisers, Inc. | 314,967 | $1,455 萬 | 1.88% | +36,150+13.0% | 加碼 |
| Millennium Management LLC | 310,052 | $1,432 萬 | 0.02% | −580,133−65.2% | 減碼 |
| Melqart Asset Management (UK) Ltd | 299,913 | $1,385 萬 | 1.41% | +122,500+69.0% | 加碼 |
| Citadel Advisors LLC | 290,810 | $1,343 萬 | 0.02% | −44,228−13.2% | 減碼 |
| Alpine Global Management, LLC | 284,999 | $1,316 萬 | 3.33% | +239,086+520.7% | 加碼 |
| Sumitomo Mitsui Trust Holdings, Inc. | 264,269 | $1,234 萬 | 0.01% | +264,269 | 新進 |
| Bank of New York Mellon Corp | 238,764 | $1,103 萬 | 0.00% | +170,662+250.6% | 加碼 |
| Loomis Sayles & Co L P | 234,928 | $1,085 萬 | 0.02% | −163,671−41.1% | 減碼 |
| Amundi | 235,986 | $1,084 萬 | 0.01% | +225,109+2,069.6% | 加碼 |
| Seldon Capital LP | 212,503 | $981.3 萬 | 5.67% | 00.0% | 不變 |
| Jet Capital Investors L P | 212,500 | $981.3 萬 | 7.24% | +212,500 | 新進 |
| Voya Investment Management LLC | 205,738 | $950.1 萬 | 0.02% | −226,013−52.3% | 減碼 |
| Pentwater Capital Management LP | 200,000 | $923.6 萬 | 0.16% | +200,000 | 新進 |
| Herald Investment Management Ltd | 186,800 | $862.8 萬 | 2.00% | 00.0% | 不變 |
| Picton Mahoney Asset Management | 185,000 | $854.4 萬 | 0.36% | −56,700−23.5% | 減碼 |
| Renaissance Technologies LLC | 175,660 | $811.2 萬 | 0.01% | −34,186−16.3% | 減碼 |
| Ameriprise Financial Inc | 165,728 | $765.3 萬 | 0.00% | +73,161+79.0% | 加碼 |
| TCW Group Inc | 165,178 | $762.8 萬 | 0.10% | −323−0.2% | 減碼 |
| Crabel Capital Management, LLC | 155,763 | $719.3 萬 | 3.77% | −3,473−2.2% | 減碼 |
| Norges Bank | 134,920 | $624.3 萬 | 0.00% | −15,438−10.3% | 減碼 |
| Mangrove Partners | 130,986 | $604.9 萬 | 0.46% | +71,131+118.8% | 加碼 |
| Moore Capital Management, LP | 128,087 | $591.5 萬 | 0.18% | +128,087 | 新進 |
| Prelude Capital Management, LLC | 126,026 | $582.0 萬 | 0.28% | +6,668+5.6% | 加碼 |
| Phoenix Holdings Ltd. | 119,931 | $553.7 萬 | 0.12% | −148,583−55.3% | 減碼 |
| Qube Research & Technologies Ltd | 118,632 | $547.8 萬 | 0.04% | −8,300−6.5% | 減碼 |
| New York Life Investment Management LLC | 114,635 | $529.4 萬 | 0.06% | +114,635 | 新進 |
| ETF Managers Group, LLC | 101,185 | $471.5 萬 | 0.14% | +1,556+1.6% | 加碼 |
| State of Wisconsin Investment Board | 102,000 | $471.0 萬 | 0.01% | −130,872−56.2% | 減碼 |
| Canada Pension Plan Investment Board | 94,700 | $439.9 萬 | 0.01% | +35,400+59.7% | 加碼 |
| Wolverine Asset Management LLC | 93,475 | $431.6 萬 | 0.06% | +23,860+34.3% | 加碼 |
| Susquehanna International Group, LLP | 91,429 | $423.2 萬 | 0.01% | +46,045+101.5% | 加碼 |
| Credit Suisse AG | 91,072 | $420.6 萬 | 0.00% | −12,983−12.5% | 減碼 |
| Lombard Odier Asset Management (USA) Corp | 90,000 | $415.6 萬 | 0.87% | +42,500+89.5% | 加碼 |
| China Universal Asset Management Co., Ltd. | 90,000 | $415.6 萬 | 1.75% | +90,000 | 新進 |
| Nuveen Asset Management, LLC | 88,990 | $411.0 萬 | 0.00% | −93,702−51.3% | 減碼 |
| Janus Henderson Group PLC | 88,174 | $407.2 萬 | 0.00% | +88,174 | 新進 |
| PEAK6 Investments LLC | 85,021 | $392.6 萬 | 0.09% | −75,995−47.2% | 減碼 |
| Vazirani Asset Management LLC | 85,000 | $392.5 萬 | 5.08% | −33,174−28.1% | 減碼 |
| Kim, LLC | 80,000 | $369.4 萬 | 0.18% | +80,000 | 新進 |
| Geode Capital Management, LLC | 79,386 | $366.6 萬 | 0.00% | −7,886−9.0% | 減碼 |
| Simplex Trading, LLC | 75,849 | $350.2 萬 | 0.12% | +12,390+19.5% | 加碼 |
| Eagle Global Advisors LLC | 74,423 | $343.7 萬 | 0.25% | 00.0% | 不變 |
| Schonfeld Strategic Advisors LLC | 71,200 | $328.8 萬 | 0.03% | +32,389+83.5% | 加碼 |
| Havens Advisors LLC | 70,210 | $324.2 萬 | 5.14% | +32,210+84.8% | 加碼 |
| BCK Capital Management LP | 69,000 | $318.6 萬 | 2.47% | +27,500+66.3% | 加碼 |
| Occudo Quantitative Strategies LP | 66,482 | $307.0 萬 | 0.25% | +32,668+96.6% | 加碼 |
| Allianz Asset Management GmbH | 63,549 | $295.3 萬 | 0.00% | +28,229+79.9% | 加碼 |
| Vaughan Nelson Investment Management, L.P. | 63,801 | $294.6 萬 | 0.04% | +8,160+14.7% | 加碼 |
| Brookfield Asset Management Inc. | 60,000 | $277.1 萬 | 0.01% | 00.0% | 不變 |
| Ergoteles LLC | 57,112 | $263.7 萬 | 0.08% | −45,754−44.5% | 減碼 |
| King Luther Capital Management Corp | 55,000 | $254.0 萬 | 0.01% | 00.0% | 不變 |
| Yakira Capital Management, Inc. | 54,861 | $253.3 萬 | 0.40% | +31,861+138.5% | 加碼 |
| Public Sector Pension Investment Board | 54,243 | $252.0 萬 | 0.02% | +54,243 | 新進 |