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。
2024 年第 2 季 13F 持有人
Tower Semiconductor Ltd 在 2024/6/30 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
- 191
- 較 2024 年第 1 季 +4 家
- 持有股數
- 6,595 萬
- 較 2024 年第 1 季 +168.4 萬 (+2.6%)
- 總市值
- $25.9 億
- 較 2024 年第 1 季 +$4.44 億 (+20.7%)
- 新進機構
- 27
- 另有 55 家加碼
- 清倉機構
- 23
- 另有 72 家減碼
另有 2 家機構在 2024 年第 1 季持有、還沒有申報 2024 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 |
2024 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 2024 年第 1 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Senvest Management, LLC | 8,181,626 | $3.22 億 | 12.36% | +148,370+1.8% | 加碼 |
| Clal Insurance Enterprises Holdings Ltd | 5,617,260 | $2.21 億 | 2.31% | 00.0% | 不變 |
| Vanguard Group Inc | 3,865,362 | $1.52 億 | 0.00% | +74,405+2.0% | 加碼 |
| Harel Insurance Investments & Financial Services Ltd. | 3,763,097 | $1.48 億 | 2.79% | +123,200+3.4% | 加碼 |
| Phoenix Holdings Ltd. | 3,452,771 | $1.36 億 | 2.07% | +687,651+24.9% | 加碼 |
| Migdal Insurance & Financial Holdings Ltd. | 3,247,806 | $1.28 億 | 2.13% | +479,000+17.3% | 加碼 |
| Victory Capital Management Inc | 2,878,590 | $1.13 億 | 0.11% | −360,690−11.1% | 減碼 |
| Jennison Associates LLC | 2,750,953 | $1.08 億 | 0.07% | +100,670+3.8% | 加碼 |
| Wellington Management Group LLP | 2,625,360 | $1.03 億 | 0.02% | +1,867,981+246.6% | 加碼 |
| Meitav Dash Investments Ltd | 2,431,817 | $9,569 萬 | 1.70% | +495,380+25.6% | 加碼 |
| Shannon River Fund Management LLC | 1,983,350 | $7,797 萬 | 13.41% | +150,014+8.2% | 加碼 |
| Barrow Hanley Mewhinney & Strauss LLC | 1,958,981 | $7,701 萬 | 0.26% | +20,347+1.0% | 加碼 |
| Manufacturers Life Insurance Company, The | 1,298,833 | $5,106 萬 | 0.05% | +168,827+14.9% | 加碼 |
| Menora Mivtachim Holdings Ltd. | 1,155,769 | $4,543 萬 | 0.31% | +121,881+11.8% | 加碼 |
| William Blair Investment Management, LLC | 1,040,984 | $4,092 萬 | 0.11% | −2,706−0.3% | 減碼 |
| Point72 Asset Management, L.P. | 1,022,121 | $4,018 萬 | 0.13% | +642,121+169.0% | 加碼 |
| Janus Henderson Group PLC | 949,797 | $3,734 萬 | 0.02% | +160,655+20.4% | 加碼 |
| Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management) | 931,334 | $3,661 萬 | 4.31% | 00.0% | 不變 |
| Y.D. More Investments Ltd | 911,926 | $3,595 萬 | 3.67% | +902,546+9,622.0% | 加碼 |
| Arrowstreet Capital, Limited Partnership | 842,776 | $3,294 萬 | 0.03% | +352,828+72.0% | 加碼 |
| Mangrove Partners | 813,043 | $3,196 萬 | 2.87% | 00.0% | 不變 |
| Voya Investment Management LLC | 807,147 | $3,173 萬 | 0.03% | −83,729−9.4% | 減碼 |
| Systematic Financial Management LP | 675,661 | $2,655 萬 | 0.81% | −15,321−2.2% | 減碼 |
| Analog Century Management LP | 616,015 | $2,422 萬 | 2.40% | −40,717−6.2% | 減碼 |
| Granite Investment Partners, LLC | 566,613 | $2,227 萬 | 0.92% | −70,343−11.0% | 減碼 |
| Boston Partners | 480,274 | $1,889 萬 | 0.02% | +151,431+46.0% | 加碼 |
| Renaissance Technologies LLC | 458,046 | $1,801 萬 | 0.03% | −125,800−21.5% | 減碼 |
| Bank of America Corp | 446,250 | $1,754 萬 | 0.00% | +61,158+15.9% | 加碼 |
| Ameriprise Financial Inc | 429,000 | $1,686 萬 | 0.00% | −268,018−38.5% | 減碼 |
| Susquehanna International Group, LLP | 425,796 | $1,674 萬 | 0.03% | −175,563−29.2% | 減碼 |
| JPMorgan Chase & Co | 406,085 | $1,596 萬 | 0.00% | −604,537−59.8% | 減碼 |
| Goldman Sachs Group Inc | 368,916 | $1,450 萬 | 0.00% | −62,034−14.4% | 減碼 |
| Russell Investments Group, Ltd. | 366,905 | $1,442 萬 | 0.02% | +47,743+15.0% | 加碼 |
| Legal & General Group Plc | 348,235 | $1,368 萬 | 0.00% | +15,719+4.7% | 加碼 |
| BlackRock Inc. | 343,065 | $1,349 萬 | 0.00% | −88,584−20.5% | 減碼 |
| State of Wisconsin Investment Board | 323,138 | $1,270 萬 | 0.03% | −242,772−42.9% | 減碼 |
| Hodges Capital Management Inc. | 306,275 | $1,204 萬 | 0.81% | +164,575+116.1% | 加碼 |
| Waters Parkerson & Co., LLC | 275,483 | $1,083 萬 | 0.58% | −1,532−0.6% | 減碼 |
| Northern Trust Corp | 265,133 | $1,042 萬 | 0.00% | −34,779−11.6% | 減碼 |
| Citadel Advisors LLC | 257,365 | $1,012 萬 | 0.01% | −81,579−24.1% | 減碼 |
| Artemis Investment Management LLP | 229,126 | $900.7 萬 | 0.12% | +9,553+4.4% | 加碼 |
| King Luther Capital Management Corp | 224,412 | $882.2 萬 | 0.04% | +82,284+57.9% | 加碼 |
| Swiss National Bank | 219,742 | $847.7 萬 | 0.01% | −429−0.2% | 減碼 |
| Acadian Asset Management LLC | 213,899 | $839.4 萬 | 0.03% | +90,524+73.4% | 加碼 |
| Herald Investment Management Ltd | 198,000 | $778.3 萬 | 1.28% | 00.0% | 不變 |
| ExodusPoint Capital Management, LP | 197,253 | $775.4 萬 | 0.08% | −125,709−38.9% | 減碼 |
| Morgan Stanley | 191,868 | $754.2 萬 | 0.00% | −116,195−37.7% | 減碼 |
| Group One Trading, L.P. | 182,521 | $717.5 萬 | 0.23% | −121,303−39.9% | 減碼 |
| Jane Street Group, LLC | 178,284 | $700.8 萬 | 0.01% | −183,216−50.7% | 減碼 |
| Essex Investment Management Co LLC | 167,028 | $656.6 萬 | 1.23% | +2,000+1.2% | 加碼 |
| State Street Corp | 157,613 | $619.6 萬 | 0.00% | +26,171+19.9% | 加碼 |
| Sphera Funds Management Ltd. | 149,600 | $588.1 萬 | 0.96% | −30,000−16.7% | 減碼 |
| Norges Bank | 139,451 | $537.5 萬 | 0.00% | −63,431−31.3% | 減碼 |
| D. E. Shaw & Co., Inc. | 132,051 | $519.1 萬 | 0.01% | −80,720−37.9% | 減碼 |
| Wolverine Trading, LLC | 122,964 | $483.4 萬 | 0.08% | −53,641−30.4% | 減碼 |
| Summit Partners Public Asset Management, LLC | 120,000 | $471.7 萬 | 0.22% | +120,000 | 新進 |
| Canada Pension Plan Investment Board | 121,665 | $468.9 萬 | 0.00% | 00.0% | 不變 |
| Citigroup Inc | 112,353 | $433.0 萬 | 0.00% | −747,330−86.9% | 減碼 |
| Penserra Capital Management LLC | 108,580 | $426.8 萬 | 0.05% | −1,331−1.2% | 減碼 |
| Taylor Frigon Capital Management LLC | 99,615 | $391.6 萬 | 1.86% | −348−0.3% | 減碼 |
| Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD | 98,463 | $387.0 萬 | 0.35% | 00.0% | 不變 |
| UBS Asset Management Americas Inc | 96,544 | $379.5 萬 | 0.00% | +96,544 | 新進 |
| Simplex Trading, LLC | 96,107 | $377.7 萬 | 0.12% | +33,437+53.4% | 加碼 |
| Geode Capital Management, LLC | 93,024 | $365.7 萬 | 0.00% | +7,331+8.6% | 加碼 |
| Nuveen Asset Management, LLC | 88,514 | $341.2 萬 | 0.00% | 00.0% | 不變 |
| Renaissance Group LLC | 86,356 | $339.5 萬 | 0.13% | +1,242+1.5% | 加碼 |
| State of Wyoming | 80,614 | $316.9 萬 | 0.52% | +16,229+25.2% | 加碼 |
| Atom Investors LP | 78,070 | $306.9 萬 | 0.31% | +42,753+121.1% | 加碼 |
| Schonfeld Strategic Advisors LLC | 76,600 | $301.1 萬 | 0.02% | +39,000+103.7% | 加碼 |
| B. Riley Asset Management, LLC | 73,150 | $287.6 萬 | 1.44% | −56,180−43.4% | 減碼 |
| Cambiar Investors LLC | 72,021 | $283.1 萬 | 0.11% | 00.0% | 不變 |
| ARK Investment Management LLC大師方舟投資 | 69,534 | $273.3 萬 | 0.02% | −3,902−5.3% | 減碼 |
| Toroso Investments, LLC | 68,510 | $269.3 萬 | 0.04% | −13,853−16.8% | 減碼 |
| Integrated Wealth Concepts LLC | 67,961 | $267.2 萬 | 0.04% | +67,961 | 新進 |
| Eisler Capital (US) LLC | 66,898 | $263.0 萬 | 0.50% | +66,898 | 新進 |
| Eagle Global Advisors LLC | 66,223 | $260.3 萬 | 0.14% | 00.0% | 不變 |
| Bank of New York Mellon Corp | 61,339 | $241.1 萬 | 0.00% | −17,339−22.0% | 減碼 |
| Invesco Ltd. | 59,027 | $232.0 萬 | 0.00% | +1,740+3.0% | 加碼 |
| New York State Common Retirement Fund | 49,845 | $195.9 萬 | 0.00% | 00.0% | 不變 |
| Raymond James Financial Services Advisors, Inc. | 49,247 | $193.6 萬 | 0.00% | −247−0.5% | 減碼 |
| Envestnet Asset Management Inc | 48,149 | $189.1 萬 | 0.00% | −85−0.2% | 減碼 |
| Balyasny Asset Management LLC | 46,951 | $184.6 萬 | 0.00% | −7,964−14.5% | 減碼 |
| Boothbay Fund Management, LLC | 43,968 | $172.8 萬 | 0.06% | −23,045−34.4% | 減碼 |
| Kennedy Capital Management, Inc. | 40,341 | $158.6 萬 | 0.03% | +40,341 | 新進 |
| Maverick Capital Ltd大師Maverick 資本 | 38,977 | $153.2 萬 | 0.03% | +27,986+254.6% | 加碼 |
| LPL Financial LLC | 36,621 | $144.0 萬 | 0.00% | +1,215+3.4% | 加碼 |
| Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD | 34,492 | $135.6 萬 | 0.37% | 00.0% | 不變 |
| Brinker Capital Investments, LLC | 34,304 | $134.8 萬 | 0.01% | −4,557−11.7% | 減碼 |
| Orion Portfolio Solutions, LLC | 34,304 | $134.8 萬 | 0.01% | −4,557−11.7% | 減碼 |
| Keybank National Association | 33,613 | $132.1 萬 | 0.01% | −240−0.7% | 減碼 |
| Van Eck Associates Corp | 33,158 | $130.3 萬 | 0.00% | −2,240−6.3% | 減碼 |
| Tectonic Advisors LLC | 32,875 | $129.2 萬 | 0.09% | +3,914+13.5% | 加碼 |
| Walleye Capital LLC | 31,136 | $122.4 萬 | 0.01% | −131,378−80.8% | 減碼 |
| Fox Run Management, L.L.C. | 29,757 | $117.0 萬 | 0.22% | +29,757 | 新進 |
| SEI Investments Co | 29,201 | $114.8 萬 | 0.00% | +29,201 | 新進 |
| Susquehanna International Group Ltd. | 28,625 | $112.5 萬 | 0.28% | +28,625 | 新進 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 26,287 | $103.3 萬 | 0.00% | 00.0% | 不變 |
| Oliver Luxxe Assets LLC | 23,470 | $92.3 萬 | 0.20% | +7,529+47.2% | 加碼 |
| PEAK6 Investments LLC | 23,393 | $92.0 萬 | 0.04% | +17,227+279.4% | 加碼 |
| CastleKnight Management LP | 22,500 | $88.4 萬 | 0.12% | −9,900−30.6% | 減碼 |