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 3 季 13F 持有人
Tower Semiconductor Ltd 在 2023/9/30 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
- 199
- 較 2023 年第 2 季 −18 家
- 持有股數
- 6,669 萬
- 較 2023 年第 2 季 −8.05 萬 (−0.1%)
- 總市值
- $16.4 億
- 較 2023 年第 2 季 −$8.58 億 (−34.4%)
- 新進機構
- 33
- 另有 83 家加碼
- 清倉機構
- 51
- 另有 60 家減碼
另有 2 家機構在 2023 年第 2 季持有、還沒有申報 2023 年第 3 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 3 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 2 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Clal Insurance Enterprises Holdings Ltd | 6,396,760 | $1.56 億 | 2.18% | −262,948−3.9% | 減碼 |
| Senvest Management, LLC | 4,013,621 | $9,857 萬 | 3.85% | +1,457,121+57.0% | 加碼 |
| Vanguard Group Inc | 3,669,868 | $9,013 萬 | 0.00% | +74,264+2.1% | 加碼 |
| Phoenix Holdings Ltd. | 3,668,022 | $9,009 萬 | 1.69% | +239,518+7.0% | 加碼 |
| Baupost Group LLC大師Baupost 集團 | 2,850,000 | $7,000 萬 | 1.34% | +2,850,000 | 新進 |
| Harel Insurance Investments & Financial Services Ltd. | 2,586,287 | $6,352 萬 | 1.25% | +1,257,181+94.6% | 加碼 |
| Goldman Sachs Group Inc | 2,099,997 | $5,158 萬 | 0.01% | +1,296,779+161.4% | 加碼 |
| Millennium Management LLC | 1,810,778 | $4,447 萬 | 0.05% | +1,057,703+140.5% | 加碼 |
| Melqart Asset Management (UK) Ltd | 1,759,806 | $4,322 萬 | 3.09% | +272,343+18.3% | 加碼 |
| Victory Capital Management Inc | 1,722,875 | $4,231 萬 | 0.05% | +1,722,875 | 新進 |
| Meitav Dash Investments Ltd | 1,590,493 | $3,919 萬 | 0.63% | −1,547,605−49.3% | 減碼 |
| JPMorgan Chase & Co | 1,523,309 | $3,741 萬 | 0.00% | −4,092,286−72.9% | 減碼 |
| Jennison Associates LLC | 1,476,670 | $3,627 萬 | 0.03% | −550,030−27.1% | 減碼 |
| Migdal Insurance & Financial Holdings Ltd. | 1,293,806 | $3,178 萬 | 0.68% | +513,000+65.7% | 加碼 |
| Norges Bank | 1,292,905 | $3,174 萬 | 0.01% | +1,044,987+421.5% | 加碼 |
| Morgan Stanley | 1,286,298 | $3,159 萬 | 0.00% | +1,174,560+1,051.2% | 加碼 |
| Swedbank AB | 1,100,000 | $2,702 萬 | 0.05% | −150.0% | 減碼 |
| Citigroup Inc | 997,167 | $2,441 萬 | 0.03% | +67,633+7.3% | 加碼 |
| Grantham, Mayo, Van Otterloo & Co. LLC | 972,912 | $2,389 萬 | 0.11% | +26,799+2.8% | 加碼 |
| Renaissance Technologies LLC | 971,246 | $2,385 萬 | 0.04% | −413,200−29.8% | 減碼 |
| Voloridge Investment Management, LLC | 944,652 | $2,320 萬 | 0.11% | +852,281+922.7% | 加碼 |
| Y.D. More Investments Ltd | 938,766 | $2,306 萬 | 4.72% | +938,766 | 新進 |
| Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management) | 931,334 | $2,287 萬 | 1.96% | +67,795+7.9% | 加碼 |
| Balyasny Asset Management LLC | 914,485 | $2,246 萬 | 0.06% | −396,451−30.2% | 減碼 |
| Menora Mivtachim Holdings Ltd. | 883,888 | $2,171 萬 | 0.20% | 00.0% | 不變 |
| Citadel Advisors LLC | 821,665 | $2,018 萬 | 0.02% | +718,836+699.1% | 加碼 |
| Bank of America Corp | 721,532 | $1,772 萬 | 0.00% | −548,533−43.2% | 減碼 |
| Susquehanna International Group, LLP | 657,841 | $1,616 萬 | 0.03% | +641,981+4,047.8% | 加碼 |
| D. E. Shaw & Co., Inc. | 607,087 | $1,491 萬 | 0.02% | +574,123+1,741.7% | 加碼 |
| Systematic Financial Management LP | 574,050 | $1,410 萬 | 0.45% | +127,092+28.4% | 加碼 |
| Marshall Wace, LLP | 540,695 | $1,328 萬 | 0.03% | −134,135−19.9% | 減碼 |
| Carlson Capital L P | 535,400 | $1,315 萬 | 1.03% | −99,600−15.7% | 減碼 |
| State of Wisconsin Investment Board | 530,965 | $1,304 萬 | 0.04% | +206,200+63.5% | 加碼 |
| Wellington Management Group LLP | 499,405 | $1,227 萬 | 0.00% | +491,064+5,887.4% | 加碼 |
| Ameriprise Financial Inc | 494,047 | $1,213 萬 | 0.00% | +46,900+10.5% | 加碼 |
| Sphera Funds Management Ltd. | 469,574 | $1,153 萬 | 2.77% | +302,128+180.4% | 加碼 |
| Westchester Capital Management, LLC | 469,143 | $1,152 萬 | 0.40% | −1920.0% | 減碼 |
| Stansberry Asset Management, LLC | 443,450 | $1,089 萬 | 1.91% | +443,450 | 新進 |
| Manufacturers Life Insurance Company, The | 437,460 | $1,074 萬 | 0.01% | +390,718+835.9% | 加碼 |
| Adage Capital Partners GP, L.L.C. | 423,193 | $1,039 萬 | 0.02% | −465,289−52.4% | 減碼 |
| Legal & General Group Plc | 420,394 | $1,029 萬 | 0.00% | −316,426−42.9% | 減碼 |
| Walleye Capital LLC | 407,148 | $1,000 萬 | 0.15% | +339,376+500.8% | 加碼 |
| Fifth Lane Capital, LP | 242,503 | $871.0 萬 | 8.79% | +30,000+14.1% | 加碼 |
| Voya Investment Management LLC | 332,922 | $817.7 萬 | 0.01% | +316,973+1,987.4% | 加碼 |
| Group One Trading, L.P. | 319,211 | $784.0 萬 | 0.31% | +197,876+163.1% | 加碼 |
| Gabelli Funds LLC | 317,930 | $780.8 萬 | 0.06% | −75,250−19.1% | 減碼 |
| Gabelli & Co Investment Advisers, Inc. | 303,917 | $746.4 萬 | 1.21% | −56,750−15.7% | 減碼 |
| BNP Paribas Arbitrage, SA | 298,400 | $732.9 萬 | 0.02% | +298,400 | 新進 |
| UBS Group AG | 296,486 | $728.2 萬 | 0.00% | +178,061+150.4% | 加碼 |
| Waters Parkerson & Co., LLC | 290,257 | $712.9 萬 | 0.43% | −24,357−7.7% | 減碼 |
| Qube Research & Technologies Ltd | 276,802 | $679.8 萬 | 0.02% | −39,866−12.6% | 減碼 |
| Segantii Capital Management Ltd | 242,000 | $594.4 萬 | 0.23% | −43,000−15.1% | 減碼 |
| Swiss National Bank | 241,855 | $590.5 萬 | 0.00% | −152,534−38.7% | 減碼 |
| LMR Partners LLP | 229,013 | $562.5 萬 | 0.13% | −249,044−52.1% | 減碼 |
| Barclays PLC | 213,860 | $525.2 萬 | 0.00% | +176,538+473.0% | 加碼 |
| Acadian Asset Management LLC | 202,945 | $497.3 萬 | 0.02% | +199,823+6,400.5% | 加碼 |
| Herald Investment Management Ltd | 198,000 | $486.0 萬 | 1.03% | 00.0% | 不變 |
| Franklin Resources Inc | 192,737 | $473.4 萬 | 0.00% | −2,426,944−92.6% | 減碼 |
| Pentwater Capital Management LP | 191,400 | $470.1 萬 | 0.05% | −783,600−80.4% | 減碼 |
| Loomis Sayles & Co L P | 173,826 | $426.9 萬 | 0.01% | −3,519−2.0% | 減碼 |
| RK Capital Management, LLC | 170,300 | $418.3 萬 | 0.99% | +170,300 | 新進 |
| Hudson Bay Capital Management LP | 169,280 | $415.8 萬 | 0.04% | +169,280 | 新進 |
| Verition Fund Management LLC | 167,176 | $410.6 萬 | 0.05% | −9,041−5.1% | 減碼 |
| Jump Financial, LLC | 155,298 | $381.4 萬 | 0.14% | +87,214+128.1% | 加碼 |
| Credit Suisse AG | 150,992 | $370.8 萬 | 0.00% | +399+0.3% | 加碼 |
| Squarepoint Ops LLC | 143,360 | $352.1 萬 | 0.02% | +96,339+204.9% | 加碼 |
| Trexquant Investment LP | 139,629 | $342.9 萬 | 0.09% | +103,777+289.5% | 加碼 |
| Davidson Kempner Capital Management LP | 131,376 | $322.4 萬 | 0.05% | −251,091−65.7% | 減碼 |
| K2 Principal Fund, L.P. | 117,867 | $289.5 萬 | 0.87% | +98,767+517.1% | 加碼 |
| BlackRock Inc. | 110,924 | $272.4 萬 | 0.00% | +35,382+46.8% | 加碼 |
| Vestcor Inc | 110,000 | $270.2 萬 | 0.10% | +110,000 | 新進 |
| Quinn Opportunity Partners LLC | 107,890 | $265.0 萬 | 0.35% | +107,890 | 新進 |
| Schonfeld Strategic Advisors LLC | 106,940 | $262.6 萬 | 0.02% | +80,440+303.5% | 加碼 |
| Jane Street Group, LLC | 103,363 | $253.9 萬 | 0.00% | +78,524+316.1% | 加碼 |
| Engineers Gate Manager LP | 101,709 | $249.8 萬 | 0.09% | +82,552+430.9% | 加碼 |
| Cubist Systematic Strategies, LLC | 101,458 | $249.2 萬 | 0.03% | +82,919+447.3% | 加碼 |
| Simplex Trading, LLC | 95,646 | $234.9 萬 | 0.09% | +88,788+1,294.7% | 加碼 |
| Bank of New York Mellon Corp | 95,374 | $234.2 萬 | 0.00% | −144,759−60.3% | 減碼 |
| HBK Investments L P | 93,600 | $229.9 萬 | 0.05% | −53,779−36.5% | 減碼 |
| Canada Pension Plan Investment Board | 92,400 | $226.2 萬 | 0.00% | 00.0% | 不變 |
| Altshuler Shaham Ltd | 90,480 | $220.8 萬 | 0.06% | −9,561−9.6% | 減碼 |
| Raymond James Financial Services Advisors, Inc. | 88,883 | $218.3 萬 | 0.00% | −25,453−22.3% | 減碼 |
| Geode Capital Management, LLC | 82,028 | $201.5 萬 | 0.00% | +522+0.6% | 加碼 |
| Arrowstreet Capital, Limited Partnership | 79,623 | $194.6 萬 | 0.00% | −10,797−11.9% | 減碼 |
| Renaissance Group LLC | 77,194 | $189.6 萬 | 0.09% | +34,587+81.2% | 加碼 |
| TCW Group Inc | 74,225 | $182.3 萬 | 0.02% | −74,052−49.9% | 減碼 |
| Cambiar Investors LLC | 73,815 | $181.3 萬 | 0.08% | +73,815 | 新進 |
| PEAK6 Investments LLC | 73,420 | $180.3 萬 | 0.09% | +73,420 | 新進 |
| Eagle Global Advisors LLC | 73,223 | $179.8 萬 | 0.12% | 00.0% | 不變 |
| Yakira Capital Management, Inc. | 69,861 | $171.6 萬 | 0.47% | −2,500−3.5% | 減碼 |
| Wolverine Trading, LLC | 66,858 | $164.2 萬 | 0.02% | +66,858 | 新進 |
| Gsa Capital Partners LLP | 66,379 | $163.0 萬 | 0.14% | +66,379 | 新進 |
| Penserra Capital Management LLC | 65,397 | $160.6 萬 | 0.03% | +5,382+9.0% | 加碼 |
| Russell Investments Group, Ltd. | 63,681 | $156.2 萬 | 0.00% | +9,030+16.5% | 加碼 |
| Kapitalo Investimentos Ltda | 63,507 | $156.0 萬 | 0.21% | −33,818−34.7% | 減碼 |
| P Schoenfeld Asset Management LP | 62,200 | $152.8 萬 | 0.19% | +62,200 | 新進 |
| ExodusPoint Capital Management, LP | 62,110 | $152.5 萬 | 0.02% | +16,208+35.3% | 加碼 |
| Royal Bank of Canada | 61,109 | $150.0 萬 | 0.00% | +55,156+926.5% | 加碼 |
| Dynamic Technology Lab Private Ltd | 59,685 | $146.6 萬 | 0.15% | +30,253+102.8% | 加碼 |
| State Street Corp | 59,016 | $144.9 萬 | 0.00% | +1,114+1.9% | 加碼 |