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 2 季 13F 持有人
Tower Semiconductor Ltd 在 2023/6/30 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
- 219
- 較 2023 年第 1 季 +7 家
- 持有股數
- 6,683 萬
- 較 2023 年第 1 季 +69.0 萬 (+1.0%)
- 總市值
- $25.0 億
- 較 2023 年第 1 季 −$3.06 億 (−10.9%)
- 新進機構
- 32
- 另有 78 家加碼
- 清倉機構
- 25
- 另有 80 家減碼
另有 1 家機構在 2023 年第 1 季持有、還沒有申報 2023 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 |
2023 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 2023 年第 1 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Clal Insurance Enterprises Holdings Ltd | 6,659,708 | $2.47 億 | 2.96% | +632,456+10.5% | 加碼 |
| JPMorgan Chase & Co | 5,615,595 | $2.11 億 | 0.02% | +684,097+13.9% | 加碼 |
| Vanguard Group Inc | 3,595,604 | $1.35 億 | 0.00% | +75,890+2.2% | 加碼 |
| Phoenix Holdings Ltd. | 3,428,504 | $1.29 億 | 2.71% | +3,409,704+18,136.7% | 加碼 |
| Meitav Dash Investments Ltd | 3,138,098 | $1.16 億 | 0.94% | +2,227,722+244.7% | 加碼 |
| Franklin Resources Inc | 2,619,681 | $9,829 萬 | 0.05% | −1,428,003−35.3% | 減碼 |
| Senvest Management, LLC | 2,556,500 | $9,592 萬 | 3.16% | −852,842−25.0% | 減碼 |
| Jennison Associates LLC | 2,026,700 | $7,604 萬 | 0.06% | +98,382+5.1% | 加碼 |
| Alpine Associates Management Inc. | 1,678,100 | $6,296 萬 | 2.83% | −255,400−13.2% | 減碼 |
| Melqart Asset Management (UK) Ltd | 1,487,463 | $5,581 萬 | 5.10% | +324,067+27.9% | 加碼 |
| Sand Grove Capital Management LLP | 1,482,315 | $5,562 萬 | 8.37% | −202,284−12.0% | 減碼 |
| Renaissance Technologies LLC | 1,384,446 | $5,194 萬 | 0.07% | +30,300+2.2% | 加碼 |
| Harel Insurance Investments & Financial Services Ltd. | 1,329,106 | $4,987 萬 | 1.23% | −113,962−7.9% | 減碼 |
| Balyasny Asset Management LLC | 1,310,936 | $4,919 萬 | 0.14% | +225,343+20.8% | 加碼 |
| Bank of America Corp | 1,270,065 | $4,765 萬 | 0.01% | +468,737+58.5% | 加碼 |
| Farallon Capital Management, L.L.C. | 1,160,000 | $4,352 萬 | 0.26% | +185,000+19.0% | 加碼 |
| Swedbank AB | 1,100,015 | $4,127 萬 | 0.07% | +100,000+10.0% | 加碼 |
| Amundi | 1,082,509 | $4,031 萬 | 0.02% | +8,920+0.8% | 加碼 |
| Pentwater Capital Management LP | 975,000 | $3,658 萬 | 0.46% | −170,000−14.8% | 減碼 |
| Grantham, Mayo, Van Otterloo & Co. LLC | 946,113 | $3,550 萬 | 0.16% | +429,065+83.0% | 加碼 |
| Citigroup Inc | 929,534 | $3,424 萬 | 0.04% | −26,387−2.8% | 減碼 |
| Adage Capital Partners GP, L.L.C. | 888,482 | $3,334 萬 | 0.07% | −381,388−30.0% | 減碼 |
| Menora Mivtachim Holdings Ltd. | 883,888 | $3,316 萬 | 0.31% | 00.0% | 不變 |
| Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management) | 863,539 | $3,240 萬 | 2.85% | 00.0% | 不變 |
| Goldman Sachs Group Inc | 803,218 | $3,014 萬 | 0.01% | −50,278−5.9% | 減碼 |
| Migdal Insurance & Financial Holdings Ltd. | 780,806 | $2,930 萬 | 0.68% | +220,000+39.2% | 加碼 |
| Millennium Management LLC | 753,075 | $2,826 萬 | 0.03% | −298,665−28.4% | 減碼 |
| Legal & General Group Plc | 736,820 | $2,714 萬 | 0.01% | +57,995+8.5% | 加碼 |
| UBS Oconnor LLC | 675,000 | $2,533 萬 | 0.54% | −1,227,725−64.5% | 減碼 |
| Marshall Wace, LLP | 674,830 | $2,532 萬 | 0.05% | −1,253−0.2% | 減碼 |
| Carlson Capital L P | 635,000 | $2,383 萬 | 2.04% | −34,100−5.1% | 減碼 |
| LMR Partners LLP | 478,057 | $1,794 萬 | 0.41% | +232,891+95.0% | 加碼 |
| Westchester Capital Management, LLC | 469,335 | $1,761 萬 | 0.61% | 00.0% | 不變 |
| Ameriprise Financial Inc | 447,147 | $1,678 萬 | 0.01% | +32,160+7.7% | 加碼 |
| Systematic Financial Management LP | 446,958 | $1,676 萬 | 0.53% | +14,849+3.4% | 加碼 |
| CNH Partners LLC | 405,023 | $1,520 萬 | 0.66% | −237,951−37.0% | 減碼 |
| Gabelli Funds LLC | 393,180 | $1,475 萬 | 0.11% | −58,650−13.0% | 減碼 |
| Swiss National Bank | 394,389 | $1,452 萬 | 0.01% | −39,392−9.1% | 減碼 |
| Davidson Kempner Capital Management LP | 382,467 | $1,434 萬 | 0.30% | +150,066+64.6% | 加碼 |
| Gabelli & Co Investment Advisers, Inc. | 360,667 | $1,353 萬 | 2.26% | +35,300+10.8% | 加碼 |
| Berry Street Capital Management LLP | 349,928 | $1,313 萬 | 5.60% | −37,572−9.7% | 減碼 |
| State of Wisconsin Investment Board | 324,765 | $1,219 萬 | 0.03% | +93,584+40.5% | 加碼 |
| Alliancebernstein L.P. | 322,128 | $1,209 萬 | 0.00% | −346,814−51.8% | 減碼 |
| Qube Research & Technologies Ltd | 316,668 | $1,188 萬 | 0.05% | +50,023+18.8% | 加碼 |
| Waters Parkerson & Co., LLC | 314,614 | $1,180 萬 | 0.67% | −17,575−5.3% | 減碼 |
| Deutsche Bank AG | 289,850 | $1,088 萬 | 0.01% | +131,919+83.5% | 加碼 |
| TIG Advisors, LLC | 286,101 | $1,073 萬 | 0.65% | −1,142,499−80.0% | 減碼 |
| Segantii Capital Management Ltd | 285,000 | $1,069 萬 | 0.65% | −1,120,000−79.7% | 減碼 |
| Norges Bank | 247,918 | $913.6 萬 | 0.00% | +136,983+123.5% | 加碼 |
| Bank of New York Mellon Corp | 240,133 | $901.0 萬 | 0.00% | −594−0.2% | 減碼 |
| Fifth Lane Capital, LP | 212,503 | $797.3 萬 | 7.77% | +212,503 | 新進 |
| Herald Investment Management Ltd | 198,000 | $742.6 萬 | 1.44% | 00.0% | 不變 |
| Loomis Sayles & Co L P | 177,345 | $665.4 萬 | 0.01% | +18,866+11.9% | 加碼 |
| Verition Fund Management LLC | 176,217 | $661.2 萬 | 0.10% | +162,002+1,139.7% | 加碼 |
| Symmetry Investments LP | 169,444 | $635.8 萬 | 1.83% | −41,540−19.7% | 減碼 |
| Sphera Funds Management Ltd. | 167,446 | $628.3 萬 | 1.35% | +167,446 | 新進 |
| Kepos Capital LP | 155,000 | $581.6 萬 | 1.06% | +155,000 | 新進 |
| Credit Suisse AG | 150,593 | $565.0 萬 | 0.01% | +23,013+18.0% | 加碼 |
| TCW Group Inc | 148,277 | $556.3 萬 | 0.06% | −16,215−9.9% | 減碼 |
| HBK Investments L P | 147,379 | $553.0 萬 | 0.18% | +147,379 | 新進 |
| Korea Investment CORP | 146,962 | $550.4 萬 | 0.02% | +2,614+1.8% | 加碼 |
| Versor Investments LP | 140,929 | $528.8 萬 | 0.92% | −193,326−57.8% | 減碼 |
| Healthcare of Ontario Pension Plan Trust Fund | 134,600 | $505.0 萬 | 0.02% | −75,500−35.9% | 減碼 |
| Group One Trading, L.P. | 121,335 | $455.2 萬 | 0.19% | +56,764+87.9% | 加碼 |
| UBS Group AG | 118,425 | $444.3 萬 | 0.00% | −85,878−42.0% | 減碼 |
| Raymond James Financial Services Advisors, Inc. | 114,336 | $429.0 萬 | 0.01% | −6,556−5.4% | 減碼 |
| Morgan Stanley | 111,738 | $419.2 萬 | 0.00% | −67,942−37.8% | 減碼 |
| Tudor Investment Corp Et Al | 111,357 | $417.8 萬 | 0.07% | +111,357 | 新進 |
| Capstone Investment Advisors, LLC | 105,317 | $395.1 萬 | 0.12% | +30,270+40.3% | 加碼 |
| Citadel Advisors LLC | 102,829 | $385.8 萬 | 0.00% | −9,218−8.2% | 減碼 |
| Brookfield Asset Management Inc. | 100,000 | $375.2 萬 | 0.01% | 00.0% | 不變 |
| Altshuler Shaham Ltd | 100,041 | $370.3 萬 | 0.07% | −5,843−5.5% | 減碼 |
| Kapitalo Investimentos Ltda | 97,325 | $365.2 萬 | 0.68% | +13,182+15.7% | 加碼 |
| Prelude Capital Management, LLC | 96,605 | $362.5 萬 | 0.30% | −18,087−15.8% | 減碼 |
| Voloridge Investment Management, LLC | 92,371 | $346.6 萬 | 0.02% | −103,816−52.9% | 減碼 |
| Canada Pension Plan Investment Board | 92,400 | $340.4 萬 | 0.01% | −2,300−2.4% | 減碼 |
| Arrowstreet Capital, Limited Partnership | 90,420 | $334.1 萬 | 0.00% | −16,197−15.2% | 減碼 |
| Geode Capital Management, LLC | 81,506 | $305.8 萬 | 0.00% | +190+0.2% | 加碼 |
| Flow State Investments, L.P. | 80,200 | $300.9 萬 | 1.27% | −29,800−27.1% | 減碼 |
| BCK Capital Management LP | 77,982 | $292.6 萬 | 2.23% | +7,193+10.2% | 加碼 |
| BlackRock Inc. | 75,542 | $283.4 萬 | 0.00% | −36,110−32.3% | 減碼 |
| Alpine Global Management, LLC | 75,000 | $281.4 萬 | 0.77% | 00.0% | 不變 |
| Eagle Global Advisors LLC | 73,223 | $274.7 萬 | 0.18% | 00.0% | 不變 |
| Yakira Capital Management, Inc. | 72,361 | $271.5 萬 | 0.72% | 00.0% | 不變 |
| Jump Financial, LLC | 68,084 | $255.5 萬 | 0.09% | +61,117+877.2% | 加碼 |
| Walleye Capital LLC | 67,772 | $254.3 萬 | 0.04% | −30,041−30.7% | 減碼 |
| Penserra Capital Management LLC | 60,015 | $225.1 萬 | 0.04% | +26,277+77.9% | 加碼 |
| State Street Corp | 57,902 | $217.2 萬 | 0.00% | −8,907−13.3% | 減碼 |
| Pictet Asset Management SA | 55,370 | $207.7 萬 | 0.00% | +9,731+21.3% | 加碼 |
| Russell Investments Group, Ltd. | 54,651 | $201.3 萬 | 0.00% | −3,698−6.3% | 減碼 |
| Hunting Hill Global Capital, LLC | 53,063 | $199.1 萬 | 1.19% | +53,063 | 新進 |
| Occudo Quantitative Strategies LP | 51,182 | $192.0 萬 | 0.20% | +15,237+42.4% | 加碼 |
| Two Sigma Investments, LP | 50,143 | $188.1 萬 | 0.01% | +3,974+8.6% | 加碼 |
| Vazirani Asset Management LLC | 50,000 | $187.6 萬 | 3.33% | −50,000−50.0% | 減碼 |
| Squarepoint Ops LLC | 47,021 | $176.4 萬 | 0.01% | +31,638+205.7% | 加碼 |
| Centiva Capital, LP | 46,454 | $174.3 萬 | 0.09% | +29,279+170.5% | 加碼 |
| Manufacturers Life Insurance Company, The | 46,742 | $172.8 萬 | 0.00% | +349+0.8% | 加碼 |
| ExodusPoint Capital Management, LP | 45,902 | $172.2 萬 | 0.02% | +29,494+179.8% | 加碼 |
| Wolverine Asset Management LLC | 45,577 | $171.0 萬 | 0.03% | −2,000−4.2% | 減碼 |
| ARK Investment Management LLC大師方舟投資 | 45,452 | $170.5 萬 | 0.01% | −5,927−11.5% | 減碼 |