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。
2023 年第 1 季 13F 持有人
Tower Semiconductor Ltd 在 2023/3/31 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
- 213
- 較 2022 年第 4 季 −8 家
- 持有股數
- 6,624 萬
- 較 2022 年第 4 季 +89.4 萬 (+1.4%)
- 總市值
- $28.1 億
- 較 2022 年第 4 季 −$1,256 萬 (−0.4%)
- 新進機構
- 27
- 另有 86 家加碼
- 清倉機構
- 35
- 另有 56 家減碼
另有 2 家機構在 2022 年第 4 季持有、還沒有申報 2023 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 |
2023 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 2022 年第 4 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Clal Insurance Enterprises Holdings Ltd | 6,027,252 | $2.55 億 | 3.82% | +4,204,362+230.6% | 加碼 |
| JPMorgan Chase & Co | 4,931,498 | $2.09 億 | 0.03% | +552,531+12.6% | 加碼 |
| Franklin Resources Inc | 4,047,684 | $1.72 億 | 0.09% | +224,741+5.9% | 加碼 |
| Vanguard Group Inc | 3,519,714 | $1.49 億 | 0.00% | +7,943+0.2% | 加碼 |
| Senvest Management, LLC | 3,409,342 | $1.45 億 | 5.26% | −700,779−17.1% | 減碼 |
| Alpine Associates Management Inc. | 1,933,500 | $8,212 萬 | 4.38% | +197,412+11.4% | 加碼 |
| Jennison Associates LLC | 1,928,318 | $8,190 萬 | 0.08% | +21,224+1.1% | 加碼 |
| UBS Oconnor LLC | 1,902,725 | $8,081 萬 | 1.93% | +189,190+11.0% | 加碼 |
| Sand Grove Capital Management LLP | 1,684,599 | $7,155 萬 | 11.01% | 00.0% | 不變 |
| Harel Insurance Investments & Financial Services Ltd. | 1,443,068 | $6,129 萬 | 1.26% | 00.0% | 不變 |
| TIG Advisors, LLC | 1,428,600 | $6,067 萬 | 4.73% | +1,075+0.1% | 加碼 |
| Segantii Capital Management Ltd | 1,405,000 | $5,967 萬 | 2.61% | +526,700+60.0% | 加碼 |
| Renaissance Technologies LLC | 1,354,146 | $5,751 萬 | 0.08% | +694,500+105.3% | 加碼 |
| Adage Capital Partners GP, L.L.C. | 1,269,870 | $5,393 萬 | 0.12% | +259,196+25.6% | 加碼 |
| Melqart Asset Management (UK) Ltd | 1,163,396 | $4,941 萬 | 4.43% | +599,324+106.2% | 加碼 |
| Pentwater Capital Management LP | 1,145,000 | $4,863 萬 | 0.81% | +75,000+7.0% | 加碼 |
| Balyasny Asset Management LLC | 1,085,593 | $4,611 萬 | 0.15% | +1,085,593 | 新進 |
| Amundi | 1,073,589 | $4,557 萬 | 0.02% | +3540.0% | 加碼 |
| Millennium Management LLC | 1,051,740 | $4,467 萬 | 0.05% | +227,505+27.6% | 加碼 |
| Swedbank AB | 1,000,015 | $4,247 萬 | 0.08% | 00.0% | 不變 |
| Farallon Capital Management, L.L.C. | 975,000 | $4,141 萬 | 0.25% | −640,000−39.6% | 減碼 |
| Citigroup Inc | 955,921 | $4,062 萬 | 0.05% | +1,858+0.2% | 加碼 |
| Meitav Dash Investments Ltd | 910,376 | $4,061 萬 | 0.70% | +215,900+31.1% | 加碼 |
| Menora Mivtachim Holdings Ltd. | 883,888 | $3,754 萬 | 0.39% | 00.0% | 不變 |
| Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management) | 863,539 | $3,667 萬 | 2.28% | +170,000+24.5% | 加碼 |
| Goldman Sachs Group Inc | 853,496 | $3,625 萬 | 0.01% | −55,289−6.1% | 減碼 |
| Bank of America Corp | 801,328 | $3,403 萬 | 0.00% | +103,834+14.9% | 加碼 |
| Legal & General Group Plc | 678,825 | $2,884 萬 | 0.01% | −579,554−46.1% | 減碼 |
| Marshall Wace, LLP | 676,083 | $2,871 萬 | 0.07% | +89,956+15.3% | 加碼 |
| Carlson Capital L P | 669,100 | $2,842 萬 | 2.67% | −130,900−16.4% | 減碼 |
| Alliancebernstein L.P. | 668,942 | $2,841 萬 | 0.01% | −93,576−12.3% | 減碼 |
| Taconic Capital Advisors LP | 645,000 | $2,739 萬 | 1.69% | +260,000+67.5% | 加碼 |
| CNH Partners LLC | 642,974 | $2,731 萬 | 0.84% | −45,290−6.6% | 減碼 |
| Migdal Insurance & Financial Holdings Ltd. | 560,806 | $2,382 萬 | 0.53% | −280,000−33.3% | 減碼 |
| Grantham, Mayo, Van Otterloo & Co. LLC | 517,048 | $2,196 萬 | 0.11% | +175,626+51.4% | 加碼 |
| Westchester Capital Management, LLC | 469,335 | $1,993 萬 | 0.64% | +33,622+7.7% | 加碼 |
| Gabelli Funds LLC | 451,830 | $1,919 萬 | 0.15% | +600+0.1% | 加碼 |
| Swiss National Bank | 433,781 | $1,846 萬 | 0.01% | −10,015−2.3% | 減碼 |
| Systematic Financial Management LP | 432,109 | $1,835 萬 | 0.60% | +29,353+7.3% | 加碼 |
| Ameriprise Financial Inc | 414,987 | $1,762 萬 | 0.01% | +59,839+16.8% | 加碼 |
| Berry Street Capital Management LLP | 387,500 | $1,646 萬 | 5.77% | +187,500+93.8% | 加碼 |
| Man Group plc | – | $1,601 萬 | 0.06% | – | – |
| Versor Investments LP | 334,255 | $1,420 萬 | 1.86% | −366,628−52.3% | 減碼 |
| Waters Parkerson & Co., LLC | 332,189 | $1,411 萬 | 0.83% | −5,425−1.6% | 減碼 |
| Gabelli & Co Investment Advisers, Inc. | 325,367 | $1,382 萬 | 2.65% | 00.0% | 不變 |
| Qube Research & Technologies Ltd | 266,645 | $1,132 萬 | 0.06% | +11,162+4.4% | 加碼 |
| LMR Partners LLP | 245,166 | $1,041 萬 | 0.23% | +124,310+102.9% | 加碼 |
| Neumeier Poma Investment Counsel LLC | 240,024 | $1,019 萬 | 0.95% | −40,360−14.4% | 減碼 |
| Davidson Kempner Capital Management LP | 232,401 | $986.5 萬 | 0.21% | −599,729−72.1% | 減碼 |
| State of Wisconsin Investment Board | 231,181 | $981.8 萬 | 0.03% | +199,440+628.3% | 加碼 |
| Woodline Partners LP | 221,100 | $939.0 萬 | 0.13% | −116,350−34.5% | 減碼 |
| Symmetry Investments LP | 210,984 | $896.0 萬 | 4.28% | +184,966+710.9% | 加碼 |
| Healthcare of Ontario Pension Plan Trust Fund | 210,100 | $892.3 萬 | 0.05% | +85,700+68.9% | 加碼 |
| UBS Group AG | 204,303 | $867.7 萬 | 0.00% | +103,579+102.8% | 加碼 |
| Herald Investment Management Ltd | 198,000 | $840.7 萬 | 1.87% | 00.0% | 不變 |
| Voloridge Investment Management, LLC | 196,187 | $833.2 萬 | 0.04% | +181,220+1,210.8% | 加碼 |
| Morgan Stanley | 179,680 | $763.1 萬 | 0.00% | −55,307−23.5% | 減碼 |
| TCW Group Inc | 164,492 | $698.6 萬 | 0.09% | −601−0.4% | 減碼 |
| Maven Securities LTD | 161,100 | $684.2 萬 | 1.07% | −83,988−34.3% | 減碼 |
| Loomis Sayles & Co L P | 158,479 | $673.1 萬 | 0.01% | −5,758−3.5% | 減碼 |
| Deutsche Bank AG | 157,931 | $670.7 萬 | 0.00% | −1,047,620−86.9% | 減碼 |
| Korea Investment CORP | 144,348 | $613.1 萬 | 0.02% | −140,140−49.3% | 減碼 |
| Credit Suisse AG | 127,580 | $541.8 萬 | 0.01% | −7,697−5.7% | 減碼 |
| Ramius Advisors LLC | 124,723 | $529.7 萬 | 5.83% | −368,320−74.7% | 減碼 |
| Wells Fargo & Company | 121,589 | $516.4 萬 | 0.00% | +40,836+50.6% | 加碼 |
| Raymond James Financial Services Advisors, Inc. | 120,892 | $513.4 萬 | 0.01% | +58,804+94.7% | 加碼 |
| Prelude Capital Management, LLC | 114,692 | $487.1 萬 | 0.33% | −24,194−17.4% | 減碼 |
| Citadel Advisors LLC | 112,047 | $475.9 萬 | 0.01% | −488,228−81.3% | 減碼 |
| BlackRock Inc. | 111,652 | $474.2 萬 | 0.00% | −1,074,703−90.6% | 減碼 |
| Bardin Hill Management Partners LP | 111,039 | $471.6 萬 | 1.17% | +56,735+104.5% | 加碼 |
| Norges Bank | 110,935 | $471.4 萬 | 0.00% | 00.0% | 不變 |
| Flow State Investments, L.P. | 110,000 | $467.2 萬 | 3.87% | +34,000+44.7% | 加碼 |
| Arrowstreet Capital, Limited Partnership | 106,617 | $453.6 萬 | 0.01% | +69,541+187.6% | 加碼 |
| Altshuler Shaham Ltd | 105,884 | $448.3 萬 | 0.10% | −74,796−41.4% | 減碼 |
| ETF Managers Group, LLC | 101,100 | $429.4 萬 | 0.14% | +101,100 | 新進 |
| Brookfield Asset Management Inc. | 100,000 | $424.7 萬 | 0.02% | −5,000−4.8% | 減碼 |
| Vazirani Asset Management LLC | 100,000 | $424.7 萬 | 8.03% | +40,000+66.7% | 加碼 |
| Hudson Bay Capital Management LP | 100,000 | $424.7 萬 | 0.05% | +74,550+292.9% | 加碼 |
| Walleye Capital LLC | 97,813 | $415.4 萬 | 0.08% | +82,813+552.1% | 加碼 |
| Canada Pension Plan Investment Board | 94,700 | $402.4 萬 | 0.01% | 00.0% | 不變 |
| Kapitalo Investimentos Ltda | 84,143 | $357.4 萬 | 1.18% | +84,143 | 新進 |
| Geode Capital Management, LLC | 81,316 | $345.3 萬 | 0.00% | +2,596+3.3% | 加碼 |
| Capstone Investment Advisors, LLC | 75,047 | $318.7 萬 | 0.10% | +75,047 | 新進 |
| Alpine Global Management, LLC | 75,000 | $318.5 萬 | 1.24% | 00.0% | 不變 |
| Eagle Global Advisors LLC | 73,223 | $311.0 萬 | 0.21% | 00.0% | 不變 |
| Yakira Capital Management, Inc. | 72,361 | $307.3 萬 | 0.78% | 00.0% | 不變 |
| BCK Capital Management LP | 70,789 | $300.6 萬 | 2.61% | +1,789+2.6% | 加碼 |
| State Street Corp | 66,809 | $283.7 萬 | 0.00% | +2,164+3.3% | 加碼 |
| Harvest Management LLC | 64,800 | $275.2 萬 | 2.50% | +9,000+16.1% | 加碼 |
| Group One Trading, L.P. | 64,571 | $274.2 萬 | 0.13% | +56,494+699.4% | 加碼 |
| Wellington Management Group LLP | 61,594 | $261.6 萬 | 0.00% | −2,271,043−97.4% | 減碼 |
| Russell Investments Group, Ltd. | 58,349 | $247.9 萬 | 0.00% | +5,963+11.4% | 加碼 |
| Engineers Gate Manager LP | 54,921 | $233.2 萬 | 0.10% | +43,977+401.8% | 加碼 |
| ARK Investment Management LLC大師方舟投資 | 51,379 | $218.2 萬 | 0.01% | +2,409+4.9% | 加碼 |
| Moore Capital Management, LP | 50,000 | $212.3 萬 | 0.07% | −4,000−7.4% | 減碼 |
| Seldon Capital LP | 48,736 | $207.0 萬 | 2.07% | 00.0% | 不變 |
| Wolverine Asset Management LLC | 47,577 | $202.1 萬 | 0.04% | 00.0% | 不變 |
| Capricorn Fund Managers Ltd | 47,094 | $200.0 萬 | 0.61% | +47,094 | 新進 |
| Manufacturers Life Insurance Company, The | 46,393 | $197.3 萬 | 0.00% | +1,690+3.8% | 加碼 |
| Two Sigma Investments, LP | 46,169 | $196.1 萬 | 0.01% | +40,493+713.4% | 加碼 |