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 3 季 13F 持有人
Tower Semiconductor Ltd 在 2024/9/30 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
- 215
- 較 2024 年第 2 季 +25 家
- 持有股數
- 6,972 萬
- 較 2024 年第 2 季 +411.8 萬 (+6.3%)
- 總市值
- $30.9 億
- 較 2024 年第 2 季 +$5.08 億 (+19.7%)
- 新進機構
- 39
- 另有 66 家加碼
- 清倉機構
- 14
- 另有 76 家減碼
另有 1 家機構在 2024 年第 2 季持有、還沒有申報 2024 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 |
2024 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 2024 年第 2 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Senvest Management, LLC | 8,320,433 | $3.68 億 | 12.85% | +138,807+1.7% | 加碼 |
| Clal Insurance Enterprises Holdings Ltd | 5,631,160 | $2.50 億 | 2.21% | +13,900+0.2% | 加碼 |
| Vanguard Group Inc | 3,950,318 | $1.75 億 | 0.00% | +84,956+2.2% | 加碼 |
| Harel Insurance Investments & Financial Services Ltd. | 3,899,897 | $1.73 億 | 2.98% | +136,800+3.6% | 加碼 |
| Phoenix Holdings Ltd. | 3,854,271 | $1.71 億 | 2.52% | +401,500+11.6% | 加碼 |
| Migdal Insurance & Financial Holdings Ltd. | 3,297,806 | $1.46 億 | 2.36% | +50,000+1.5% | 加碼 |
| Point72 Asset Management, L.P. | 3,105,383 | $1.37 億 | 0.48% | +2,083,262+203.8% | 加碼 |
| Jennison Associates LLC | 2,790,991 | $1.24 億 | 0.08% | +40,038+1.5% | 加碼 |
| Meitav Dash Investments Ltd | 2,555,530 | $1.13 億 | 1.90% | +123,713+5.1% | 加碼 |
| Wellington Management Group LLP | 2,528,301 | $1.12 億 | 0.02% | −97,059−3.7% | 減碼 |
| Victory Capital Management Inc | 2,287,130 | $1.01 億 | 0.10% | −591,460−20.5% | 減碼 |
| Barrow Hanley Mewhinney & Strauss LLC | 1,948,542 | $8,624 萬 | 0.28% | −10,439−0.5% | 減碼 |
| Summit Partners Public Asset Management, LLC | 1,496,315 | $6,623 萬 | 2.98% | +1,376,315+1,146.9% | 加碼 |
| Shannon River Fund Management LLC | 1,338,215 | $5,923 萬 | 8.95% | −645,135−32.5% | 減碼 |
| Menora Mivtachim Holdings Ltd. | 1,155,769 | $5,115 萬 | 0.32% | 00.0% | 不變 |
| Manufacturers Life Insurance Company, The | 1,083,732 | $4,797 萬 | 0.04% | −215,101−16.6% | 減碼 |
| William Blair Investment Management, LLC | 1,012,541 | $4,482 萬 | 0.11% | −28,443−2.7% | 減碼 |
| Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management) | 931,334 | $4,122 萬 | 5.65% | 00.0% | 不變 |
| Arrowstreet Capital, Limited Partnership | 880,850 | $3,900 萬 | 0.03% | +38,074+4.5% | 加碼 |
| Analog Century Management LP | 880,137 | $3,895 萬 | 2.65% | +264,122+42.9% | 加碼 |
| Mangrove Partners | 813,043 | $3,599 萬 | 3.47% | 00.0% | 不變 |
| Systematic Financial Management LP | 761,064 | $3,368 萬 | 0.86% | +85,403+12.6% | 加碼 |
| Voya Investment Management LLC | 728,354 | $3,224 萬 | 0.03% | −78,793−9.8% | 減碼 |
| Bank of America Corp | 718,442 | $3,180 萬 | 0.00% | +272,192+61.0% | 加碼 |
| Y.D. More Investments Ltd | 679,436 | $3,016 萬 | 3.16% | −232,490−25.5% | 減碼 |
| Granite Investment Partners, LLC | 607,282 | $2,688 萬 | 1.15% | +40,669+7.2% | 加碼 |
| Boston Partners | 539,076 | $2,386 萬 | 0.03% | +58,802+12.2% | 加碼 |
| Janus Henderson Group PLC | 513,104 | $2,271 萬 | 0.01% | −436,693−46.0% | 減碼 |
| Invesco Ltd. | 500,552 | $2,215 萬 | 0.00% | +441,525+748.0% | 加碼 |
| Schonfeld Strategic Advisors LLC | 490,426 | $2,171 萬 | 0.18% | +413,826+540.2% | 加碼 |
| Acadian Asset Management LLC | 487,599 | $2,156 萬 | 0.07% | +273,700+128.0% | 加碼 |
| Group One Trading, L.P. | 470,314 | $2,082 萬 | 0.82% | +287,793+157.7% | 加碼 |
| Renaissance Technologies LLC | 399,249 | $1,767 萬 | 0.03% | −58,797−12.8% | 減碼 |
| Legal & General Group Plc | 365,864 | $1,620 萬 | 0.00% | +17,629+5.1% | 加碼 |
| Russell Investments Group, Ltd. | 346,147 | $1,532 萬 | 0.02% | −20,758−5.7% | 減碼 |
| Scopia Capital Management LP | 314,631 | $1,393 萬 | 2.87% | +314,631 | 新進 |
| Goldman Sachs Group Inc | 310,644 | $1,375 萬 | 0.00% | −58,272−15.8% | 減碼 |
| Hodges Capital Management Inc. | 294,281 | $1,302 萬 | 0.83% | −11,994−3.9% | 減碼 |
| JPMorgan Chase & Co | 285,963 | $1,266 萬 | 0.00% | −120,122−29.6% | 減碼 |
| Waters Parkerson & Co., LLC | 274,333 | $1,214 萬 | 0.62% | −1,150−0.4% | 減碼 |
| Millennium Management LLC | 272,390 | $1,206 萬 | 0.01% | +254,234+1,400.3% | 加碼 |
| Northern Trust Corp | 261,722 | $1,158 萬 | 0.00% | −3,411−1.3% | 減碼 |
| Assenagon Asset Management S.A. | 250,546 | $1,109 萬 | 0.02% | +250,546 | 新進 |
| King Luther Capital Management Corp | 225,107 | $996.3 萬 | 0.04% | +695+0.3% | 加碼 |
| Deutsche Bank AG | 224,991 | $995.8 萬 | 0.00% | +218,423+3,325.6% | 加碼 |
| Swiss National Bank | 218,172 | $968.3 萬 | 0.01% | −1,570−0.7% | 減碼 |
| Artemis Investment Management LLP | 216,717 | $959.2 萬 | 0.15% | −12,409−5.4% | 減碼 |
| Sphera Funds Management Ltd. | 209,441 | $927.0 萬 | 1.52% | +59,841+40.0% | 加碼 |
| Herald Investment Management Ltd | 198,000 | $876.3 萬 | 1.51% | 00.0% | 不變 |
| Essex Investment Management Co LLC | 179,579 | $794.8 萬 | 1.39% | +12,551+7.5% | 加碼 |
| BlackRock, Inc. | 166,864 | $738.5 萬 | 0.00% | +166,864 | 新進 |
| Ameriprise Financial Inc | 157,390 | $696.6 萬 | 0.00% | −271,610−63.3% | 減碼 |
| Susquehanna International Group, LLP | 150,060 | $664.2 萬 | 0.01% | −275,736−64.8% | 減碼 |
| State Street Corp | 138,269 | $612.0 萬 | 0.00% | −19,344−12.3% | 減碼 |
| Castleark Management LLC | 135,330 | $599.0 萬 | 0.24% | +135,330 | 新進 |
| Canada Pension Plan Investment Board | 121,665 | $538.7 萬 | 0.01% | 00.0% | 不變 |
| Norges Bank | 121,113 | $536.8 萬 | 0.00% | −18,338−13.2% | 減碼 |
| Walleye Trading LLC | 121,051 | $535.8 萬 | 0.13% | +121,051 | 新進 |
| Citigroup Inc | 112,353 | $497.5 萬 | 0.00% | 00.0% | 不變 |
| Penserra Capital Management LLC | 107,318 | $474.9 萬 | 0.10% | −1,262−1.2% | 減碼 |
| Bank of New York Mellon Corp | 104,218 | $461.3 萬 | 0.00% | +42,879+69.9% | 加碼 |
| Citadel Advisors LLC | 100,568 | $445.1 萬 | 0.00% | −156,797−60.9% | 減碼 |
| Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD | 98,463 | $435.8 萬 | 0.36% | 00.0% | 不變 |
| UBS Asset Management Americas Inc | 98,189 | $434.6 萬 | 0.00% | +1,645+1.7% | 加碼 |
| Geode Capital Management, LLC | 93,847 | $415.4 萬 | 0.00% | +823+0.9% | 加碼 |
| State of Wisconsin Investment Board | 90,000 | $398.3 萬 | 0.01% | −233,138−72.1% | 減碼 |
| State of Wyoming | 87,677 | $388.1 萬 | 0.55% | +7,063+8.8% | 加碼 |
| Nuveen Asset Management, LLC | 85,377 | $378.0 萬 | 0.00% | −3,137−3.5% | 減碼 |
| Morgan Stanley | 85,299 | $377.5 萬 | 0.00% | −106,569−55.5% | 減碼 |
| Renaissance Group LLC | 79,513 | $351.9 萬 | 0.14% | −6,843−7.9% | 減碼 |
| Prelude Capital Management, LLC | 74,427 | $329.4 萬 | 0.25% | +74,427 | 新進 |
| Toroso Investments, LLC | 71,678 | $317.2 萬 | 0.04% | +3,168+4.6% | 加碼 |
| Integrated Wealth Concepts LLC | 70,031 | $310.0 萬 | 0.04% | +2,070+3.0% | 加碼 |
| Taylor Frigon Capital Management LLC | 69,013 | $304.9 萬 | 1.52% | −30,602−30.7% | 減碼 |
| Cambiar Investors LLC | 67,850 | $300.3 萬 | 0.12% | −4,171−5.8% | 減碼 |
| Eagle Global Advisors LLC | 66,223 | $293.1 萬 | 0.15% | 00.0% | 不變 |
| Causeway Capital Management LLC | 57,206 | $253.3 萬 | 0.06% | +57,206 | 新進 |
| Envestnet Asset Management Inc | 56,860 | $251.7 萬 | 0.00% | +8,711+18.1% | 加碼 |
| CenterBook Partners LP | 55,325 | $244.9 萬 | 0.15% | +55,325 | 新進 |
| Altshuler Shaham Ltd | 54,106 | $240.0 萬 | 0.14% | +38,732+251.9% | 加碼 |
| Neuberger Berman Group LLC | 52,416 | $232.0 萬 | 0.00% | +52,416 | 新進 |
| ARK Investment Management LLC大師方舟投資 | 50,181 | $222.1 萬 | 0.02% | −19,353−27.8% | 減碼 |
| New York State Common Retirement Fund | 49,845 | $220.6 萬 | 0.00% | 00.0% | 不變 |
| Boothbay Fund Management, LLC | 48,578 | $215.0 萬 | 0.07% | +4,610+10.5% | 加碼 |
| PDT Partners, LLC | 45,536 | $201.5 萬 | 0.18% | +45,536 | 新進 |
| Public Employees Retirement System of Ohio | 44,671 | $197.9 萬 | 0.01% | +44,671 | 新進 |
| Jane Street Group, LLC | 43,294 | $191.6 萬 | 0.00% | −134,990−75.7% | 減碼 |
| Vident Advisory, LLC | 42,473 | $188.0 萬 | 0.05% | +42,473 | 新進 |
| Oliver Luxxe Assets LLC | 42,056 | $186.2 萬 | 0.33% | +18,586+79.2% | 加碼 |
| Maverick Capital Ltd大師Maverick 資本 | 40,134 | $177.6 萬 | 0.03% | +1,157+3.0% | 加碼 |
| SEI Investments Co | 37,072 | $164.1 萬 | 0.00% | +7,871+27.0% | 加碼 |
| Lazard Asset Management LLC | 36,820 | $162.9 萬 | 0.00% | +36,820 | 新進 |
| Kennedy Capital Management, Inc. | 36,654 | $162.2 萬 | 0.04% | −3,687−9.1% | 減碼 |
| LPL Financial LLC | 35,006 | $154.9 萬 | 0.00% | −1,615−4.4% | 減碼 |
| Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD | 34,492 | $152.7 萬 | 0.38% | 00.0% | 不變 |
| Van Eck Associates Corp | 33,680 | $148.4 萬 | 0.00% | +522+1.6% | 加碼 |
| Atom Investors LP | 33,424 | $147.9 萬 | 0.15% | −44,646−57.2% | 減碼 |
| Balyasny Asset Management LLC | 32,918 | $145.7 萬 | 0.00% | −14,033−29.9% | 減碼 |
| Brinker Capital Investments, LLC | 31,894 | $141.2 萬 | 0.01% | −2,410−7.0% | 減碼 |
| Orion Portfolio Solutions, LLC | 31,894 | $141.2 萬 | 0.01% | −2,410−7.0% | 減碼 |