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。
2025 年第 1 季 13F 持有人
Tower Semiconductor Ltd 在 2025/3/31 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
- 218
- 較 2024 年第 4 季 −21 家
- 持有股數
- 7,236 萬
- 較 2024 年第 4 季 +237.2 萬 (+3.4%)
- 總市值
- $25.7 億
- 較 2024 年第 4 季 −$10.3 億 (−28.6%)
- 新進機構
- 25
- 另有 89 家加碼
- 清倉機構
- 46
- 另有 76 家減碼
另有 2 家機構在 2024 年第 4 季持有、還沒有申報 2025 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 |
2025 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 2024 年第 4 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Senvest Management, LLC | 8,059,407 | $2.87 億 | 12.02% | +109,469+1.4% | 加碼 |
| Point72 Asset Management, L.P. | 7,259,936 | $2.59 億 | 0.73% | +3,501,362+93.2% | 加碼 |
| Clal Insurance Enterprises Holdings Ltd | 5,631,160 | $1.98 億 | 2.05% | 00.0% | 不變 |
| Vanguard Group Inc | 4,087,155 | $1.45 億 | 0.00% | +93,868+2.4% | 加碼 |
| Phoenix Holdings Ltd. | 3,848,571 | $1.37 億 | 2.10% | −5,700−0.1% | 減碼 |
| Migdal Insurance & Financial Holdings Ltd. | 2,777,806 | $9,906 萬 | 1.39% | −20,000−0.7% | 減碼 |
| Jennison Associates LLC | 2,546,357 | $9,080 萬 | 0.06% | +57,544+2.3% | 加碼 |
| Harel Insurance Investments & Financial Services Ltd. | 2,318,330 | $8,267 萬 | 1.08% | −1,226,567−34.6% | 減碼 |
| Wellington Management Group LLP | 2,240,229 | $7,989 萬 | 0.02% | +243,267+12.2% | 加碼 |
| Meitav Dash Investments Ltd | 2,219,641 | $7,856 萬 | 1.45% | +123,262+5.9% | 加碼 |
| Invesco Ltd. | 2,010,856 | $7,171 萬 | 0.01% | +249,621+14.2% | 加碼 |
| Victory Capital Management Inc | 1,985,110 | $7,079 萬 | 0.07% | +50,980+2.6% | 加碼 |
| Barrow Hanley Mewhinney & Strauss LLC | 1,887,626 | $6,731 萬 | 0.24% | +16,603+0.9% | 加碼 |
| Menora Mivtachim Holdings Ltd. | 1,879,207 | $6,701 萬 | 0.44% | +533,700+39.7% | 加碼 |
| Bank of America Corp | 1,398,076 | $4,986 萬 | 0.00% | +1,104,820+376.7% | 加碼 |
| Shannon River Fund Management LLC | 1,192,713 | $4,253 萬 | 11.10% | +106,822+9.8% | 加碼 |
| Summit Partners Public Asset Management, LLC | 976,547 | $3,482 萬 | 1.67% | −1,146,266−54.0% | 減碼 |
| Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management) | 931,334 | $3,321 萬 | 5.49% | +931,334 | 新進 |
| Voya Investment Management LLC | 918,068 | $3,274 萬 | 0.04% | +285,471+45.1% | 加碼 |
| Y.D. More Investments Ltd | 869,297 | $3,040 萬 | 2.66% | +2,758+0.3% | 加碼 |
| William Blair Investment Management, LLC | 836,128 | $2,982 萬 | 0.08% | −201,660−19.4% | 減碼 |
| Manufacturers Life Insurance Company, The | 801,667 | $2,859 萬 | 0.03% | −67,817−7.8% | 減碼 |
| Analog Century Management LP | 790,279 | $2,818 萬 | 2.28% | −3,160−0.4% | 減碼 |
| Systematic Financial Management LP | 775,239 | $2,763 萬 | 0.79% | +660+0.1% | 加碼 |
| Neumeier Poma Investment Counsel LLC | 681,215 | $2,429 萬 | 2.61% | +39,900+6.2% | 加碼 |
| Assenagon Asset Management S.A. | 641,105 | $2,236 萬 | 0.04% | +440,314+219.3% | 加碼 |
| Arvin Capital Management LP | 614,810 | $2,192 萬 | 8.06% | +396,550+181.7% | 加碼 |
| Boston Partners | 586,726 | $2,092 萬 | 0.03% | +96,472+19.7% | 加碼 |
| Granite Investment Partners, LLC | 528,587 | $1,885 萬 | 0.96% | −78,005−12.9% | 減碼 |
| Renaissance Technologies LLC | 430,735 | $1,536 萬 | 0.02% | −20,600−4.6% | 減碼 |
| Schonfeld Strategic Advisors LLC | 427,272 | $1,524 萬 | 0.10% | −72,128−14.4% | 減碼 |
| Neuberger Berman Group LLC | 417,555 | $1,489 萬 | 0.01% | +375,267+887.4% | 加碼 |
| Millennium Management LLC | 399,378 | $1,424 萬 | 0.01% | −288,253−41.9% | 減碼 |
| American Century Companies Inc | 382,167 | $1,363 萬 | 0.01% | −6,390−1.6% | 減碼 |
| Qube Research & Technologies Ltd | 377,382 | $1,346 萬 | 0.02% | +316,165+516.5% | 加碼 |
| Goldman Sachs Group Inc | 346,013 | $1,234 萬 | 0.00% | −313,113−47.5% | 減碼 |
| Legal & General Group Plc | 345,250 | $1,204 萬 | 0.00% | +900.0% | 加碼 |
| Penserra Capital Management LLC | 333,231 | $1,188 萬 | 0.21% | +96,925+41.0% | 加碼 |
| Janus Henderson Group PLC | 309,541 | $1,097 萬 | 0.01% | −51,739−14.3% | 減碼 |
| UBS Group AG | 301,593 | $1,075 萬 | 0.00% | −297,828−49.7% | 減碼 |
| Norges Bank | 301,298 | $1,065 萬 | 0.00% | +86,185+40.1% | 加碼 |
| JPMorgan Chase & Co | 295,515 | $1,054 萬 | 0.00% | +176,815+149.0% | 加碼 |
| Waters Parkerson & Co., LLC | 270,068 | $963.1 萬 | 0.51% | −3,840−1.4% | 減碼 |
| Shellback Capital, LP | 250,000 | $891.5 萬 | 0.86% | −162,754−39.4% | 減碼 |
| King Luther Capital Management Corp | 242,564 | $865.0 萬 | 0.04% | +9,346+4.0% | 加碼 |
| Canada Pension Plan Investment Board | 224,507 | $782.6 萬 | 0.01% | +102,842+84.5% | 加碼 |
| Northern Trust Corp | 216,780 | $773.0 萬 | 0.00% | −32,905−13.2% | 減碼 |
| Swiss National Bank | 216,439 | $755.4 萬 | 0.01% | −1,733−0.8% | 減碼 |
| Herald Investment Management Ltd | 198,000 | $704.9 萬 | 1.32% | 00.0% | 不變 |
| Russell Investments Group, Ltd. | 197,332 | $703.7 萬 | 0.01% | −82,145−29.4% | 減碼 |
| Granahan Investment Management Inc | 173,430 | $618.5 萬 | 0.31% | +173,430 | 新進 |
| Essex Investment Management Co LLC | 173,059 | $617.1 萬 | 1.29% | −10,333−5.6% | 減碼 |
| Group One Trading, L.P. | 160,914 | $573.8 萬 | 0.24% | +160,914 | 新進 |
| Hodges Capital Management Inc. | 152,697 | $544.5 萬 | 0.55% | −98,735−39.3% | 減碼 |
| Artemis Investment Management LLP | 146,667 | $523.0 萬 | 0.08% | −52,815−26.5% | 減碼 |
| Deutsche Bank AG | 146,467 | $522.3 萬 | 0.00% | +9,476+6.9% | 加碼 |
| Renaissance Group LLC | 137,956 | $491.9 萬 | 0.22% | −78,718−36.3% | 減碼 |
| Jane Street Group, LLC | 122,749 | $437.7 萬 | 0.01% | −85,632−41.1% | 減碼 |
| Morgan Stanley | 111,132 | $396.3 萬 | 0.00% | −63,202−36.3% | 減碼 |
| Ameriprise Financial Inc | 100,859 | $359.7 萬 | 0.00% | −60,988−37.7% | 減碼 |
| UBS Asset Management Americas Inc | 99,633 | $355.3 萬 | 0.00% | +3,954+4.1% | 加碼 |
| Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD | 98,463 | $350.9 萬 | 0.29% | 00.0% | 不變 |
| Geode Capital Management, LLC | 94,722 | $337.8 萬 | 0.00% | +56+0.1% | 加碼 |
| Nuveen, LLC | 96,672 | $337.2 萬 | 0.00% | +96,672 | 新進 |
| Altshuler Shaham Ltd | 93,704 | $328.2 萬 | 0.08% | −6,157−6.2% | 減碼 |
| BlackRock, Inc. | 88,740 | $316.4 萬 | 0.00% | −155−0.2% | 減碼 |
| State Street Corp | 85,717 | $305.7 萬 | 0.00% | +7,950+10.2% | 加碼 |
| Cubist Systematic Strategies, LLC | 84,950 | $302.9 萬 | 0.04% | +84,950 | 新進 |
| Balyasny Asset Management LLC | 83,559 | $298.0 萬 | 0.01% | +58,088+228.1% | 加碼 |
| State of Wyoming | 80,218 | $286.1 萬 | 0.38% | −4,582−5.4% | 減碼 |
| State of Tennessee, Treasury Department | 79,625 | $283.9 萬 | 0.01% | +6,392+8.7% | 加碼 |
| Integrated Wealth Concepts LLC | 79,390 | $283.1 萬 | 0.03% | +4,530+6.1% | 加碼 |
| Gendell Jeffrey L | 73,099 | $260.7 萬 | 0.11% | +100+0.1% | 加碼 |
| Toroso Investments, LLC | 63,072 | $224.9 萬 | 0.02% | −1,247−1.9% | 減碼 |
| Sphera Funds Management Ltd. | 61,549 | $219.5 萬 | 0.54% | −104,600−63.0% | 減碼 |
| Eagle Global Advisors LLC | 60,323 | $215.1 萬 | 0.09% | −2,900−4.6% | 減碼 |
| Taylor Frigon Capital Management LLC | 60,099 | $214.3 萬 | 1.28% | −2,089−3.4% | 減碼 |
| Quantbot Technologies LP | 58,699 | $209.3 萬 | 0.07% | +58,699 | 新進 |
| Envestnet Asset Management Inc | 57,089 | $203.6 萬 | 0.00% | −7,488−11.6% | 減碼 |
| Point72 Hong Kong Ltd | 50,900 | $181.5 萬 | 0.13% | −280,220−84.6% | 減碼 |
| Public Employees Retirement System of Ohio | 49,351 | $172.1 萬 | 0.01% | +15,368+45.2% | 加碼 |
| Walleye Trading LLC | 45,411 | $161.9 萬 | 0.05% | +19,659+76.3% | 加碼 |
| New York State Common Retirement Fund | 44,176 | $157.5 萬 | 0.00% | −5,669−11.4% | 減碼 |
| Bank of New York Mellon Corp | 43,048 | $153.5 萬 | 0.00% | −57,487−57.2% | 減碼 |
| Polar Capital Holdings Plc | 38,139 | $136.0 萬 | 0.01% | −249,679−86.7% | 減碼 |
| ARK Investment Management LLC大師方舟投資 | 37,159 | $132.5 萬 | 0.01% | −4,192−10.1% | 減碼 |
| Cambiar Investors LLC | 35,038 | $124.9 萬 | 0.05% | −6,882−16.4% | 減碼 |
| SEI Investments Co | 34,725 | $123.8 萬 | 0.00% | +10,387+42.7% | 加碼 |
| Polymer Capital Management (US) LLC | 34,700 | $123.7 萬 | 0.37% | −52,200−60.1% | 減碼 |
| Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD | 34,492 | $122.9 萬 | 0.31% | 00.0% | 不變 |
| Van Eck Associates Corp | 34,310 | $122.3 萬 | 0.00% | +2,032+6.3% | 加碼 |
| Nebula Research & Development LLC | 34,138 | $121.7 萬 | 0.11% | +24,502+254.3% | 加碼 |
| First Trust Advisors LP | 32,505 | $115.4 萬 | 0.00% | +745+2.3% | 加碼 |
| Jump Financial, LLC | 30,350 | $108.2 萬 | 0.02% | +30,350 | 新進 |
| Oppenheimer & Co Inc | 29,300 | $104.5 萬 | 0.02% | +9,400+47.2% | 加碼 |
| State of New Jersey Common Pension Fund D | 29,230 | $104.2 萬 | 0.00% | 00.0% | 不變 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 28,898 | $103.1 萬 | 0.00% | +1,305+4.7% | 加碼 |
| Wolverine Trading, LLC | 28,795 | $102.0 萬 | 0.03% | −40,865−58.7% | 減碼 |
| Fox Run Management, L.L.C. | 28,284 | $100.9 萬 | 0.16% | +12,836+83.1% | 加碼 |
| Brinker Capital Investments, LLC | 28,216 | $100.6 萬 | 0.01% | −1,837−6.1% | 減碼 |