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 2 季 13F 持有人
Tower Semiconductor Ltd 在 2025/6/30 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
- 216
- 較 2025 年第 1 季 +1 家
- 持有股數
- 7,142 萬
- 較 2025 年第 1 季 −89.7 萬 (−1.2%)
- 總市值
- $31.1 億
- 較 2025 年第 1 季 +$5.34 億 (+20.8%)
- 新進機構
- 28
- 另有 64 家加碼
- 清倉機構
- 27
- 另有 88 家減碼
另有 3 家機構在 2025 年第 1 季持有、還沒有申報 2025 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 |
2025 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 2025 年第 1 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Senvest Management, LLC | 8,128,614 | $3.52 億 | 11.82% | +69,207+0.9% | 加碼 |
| Point72 Asset Management, L.P. | 6,316,019 | $2.74 億 | 0.65% | −943,917−13.0% | 減碼 |
| Clal Insurance Enterprises Holdings Ltd | 5,631,160 | $2.44 億 | 2.40% | 00.0% | 不變 |
| Vanguard Group Inc | 4,206,271 | $1.83 億 | 0.00% | +119,116+2.9% | 加碼 |
| Phoenix Holdings Ltd. | 3,661,771 | $1.69 億 | 2.24% | −186,800−4.9% | 減碼 |
| Migdal Insurance & Financial Holdings Ltd. | 2,777,806 | $1.20 億 | 1.43% | 00.0% | 不變 |
| Harel Insurance Investments & Financial Services Ltd. | 2,318,330 | $1.00 億 | 1.15% | 00.0% | 不變 |
| Victory Capital Management Inc | 2,254,835 | $9,775 萬 | 0.06% | +269,725+13.6% | 加碼 |
| Meitav Dash Investments Ltd | 2,242,514 | $9,725 萬 | 1.48% | +22,873+1.0% | 加碼 |
| Wellington Management Group LLP | 2,092,543 | $9,071 萬 | 0.02% | −147,686−6.6% | 減碼 |
| Menora Mivtachim Holdings Ltd. | 2,027,307 | $8,788 萬 | 0.51% | +148,100+7.9% | 加碼 |
| Jennison Associates LLC | 1,962,231 | $8,506 萬 | 0.05% | −584,126−22.9% | 減碼 |
| Barrow Hanley Mewhinney & Strauss LLC | 1,882,324 | $8,160 萬 | 0.27% | −5,302−0.3% | 減碼 |
| Shannon River Fund Management LLC | 1,467,504 | $6,362 萬 | 9.80% | +274,791+23.0% | 加碼 |
| Invesco Ltd. | 1,419,817 | $6,155 萬 | 0.01% | −591,039−29.4% | 減碼 |
| Voya Investment Management LLC | 1,159,323 | $5,026 萬 | 0.05% | +241,255+26.3% | 加碼 |
| Summit Partners Public Asset Management, LLC | 1,020,163 | $4,422 萬 | 1.72% | +43,616+4.5% | 加碼 |
| Bank of America Corp | 940,695 | $4,078 萬 | 0.00% | −457,381−32.7% | 減碼 |
| Y.D. More Investments Ltd | 899,905 | $3,902 萬 | 2.69% | +30,608+3.5% | 加碼 |
| Analog Century Management LP | 823,548 | $3,570 萬 | 2.09% | +33,269+4.2% | 加碼 |
| Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management) | 816,334 | $3,539 萬 | 5.45% | −115,000−12.3% | 減碼 |
| Systematic Financial Management LP | 780,183 | $3,382 萬 | 0.90% | +4,944+0.6% | 加碼 |
| William Blair Investment Management, LLC | 753,004 | $3,264 萬 | 0.09% | −83,124−9.9% | 減碼 |
| BlackRock, Inc. | 733,785 | $3,181 萬 | 0.00% | +645,045+726.9% | 加碼 |
| Neumeier Poma Investment Counsel LLC | 715,035 | $3,100 萬 | 2.89% | +33,820+5.0% | 加碼 |
| Manufacturers Life Insurance Company, The | 695,925 | $3,017 萬 | 0.03% | −105,742−13.2% | 減碼 |
| UBS Group AG | 656,602 | $2,846 萬 | 0.01% | +355,009+117.7% | 加碼 |
| Goldman Sachs Group Inc | 625,998 | $2,714 萬 | 0.00% | +279,985+80.9% | 加碼 |
| Millennium Management LLC | 576,651 | $2,500 萬 | 0.02% | +177,273+44.4% | 加碼 |
| American Century Companies Inc | 548,700 | $2,379 萬 | 0.01% | +166,533+43.6% | 加碼 |
| Neuberger Berman Group LLC | 525,164 | $2,277 萬 | 0.02% | +107,609+25.8% | 加碼 |
| Granite Investment Partners, LLC | 484,171 | $2,099 萬 | 1.02% | −44,416−8.4% | 減碼 |
| Penserra Capital Management LLC | 468,481 | $2,031 萬 | 0.28% | +135,250+40.6% | 加碼 |
| Legal & General Group Plc | 387,410 | $1,682 萬 | 0.00% | +42,160+12.2% | 加碼 |
| Schonfeld Strategic Advisors LLC | 353,234 | $1,531 萬 | 0.12% | −74,038−17.3% | 減碼 |
| Boston Partners | 328,679 | $1,425 萬 | 0.02% | −258,047−44.0% | 減碼 |
| Renaissance Technologies LLC | 323,649 | $1,403 萬 | 0.02% | −107,086−24.9% | 減碼 |
| Assenagon Asset Management S.A. | 316,415 | $1,374 萬 | 0.02% | −324,690−50.6% | 減碼 |
| Qube Research & Technologies Ltd | 310,395 | $1,346 萬 | 0.02% | −66,987−17.8% | 減碼 |
| Arvin Capital Management LP | 291,312 | $1,263 萬 | 3.61% | −323,498−52.6% | 減碼 |
| Janus Henderson Group PLC | 290,864 | $1,261 萬 | 0.01% | −18,677−6.0% | 減碼 |
| Sphera Funds Management Ltd. | 264,722 | $1,148 萬 | 3.00% | +203,173+330.1% | 加碼 |
| Waters Parkerson & Co., LLC | 262,843 | $1,139 萬 | 0.57% | −7,225−2.7% | 減碼 |
| King Luther Capital Management Corp | 254,781 | $1,104 萬 | 0.05% | +12,217+5.0% | 加碼 |
| JPMorgan Chase & Co | 245,742 | $1,065 萬 | 0.00% | −49,773−16.8% | 減碼 |
| Canada Pension Plan Investment Board | 241,680 | $1,049 萬 | 0.01% | +17,173+7.6% | 加碼 |
| Marshall Wace, LLP | 239,994 | $1,040 萬 | 0.01% | +230,404+2,402.5% | 加碼 |
| Swiss National Bank | 213,541 | $924.7 萬 | 0.01% | −2,898−1.3% | 減碼 |
| Shellback Capital, LP | 209,145 | $906.6 萬 | 0.60% | −40,855−16.3% | 減碼 |
| Herald Investment Management Ltd | 198,000 | $856.9 萬 | 1.27% | 00.0% | 不變 |
| Essex Investment Management Co LLC | 195,296 | $846.6 萬 | 1.54% | +22,237+12.8% | 加碼 |
| Hodges Capital Management Inc. | 169,777 | $736.0 萬 | 0.71% | +17,080+11.2% | 加碼 |
| Jane Street Group, LLC | 164,832 | $714.5 萬 | 0.01% | +42,083+34.3% | 加碼 |
| Renaissance Group LLC | 160,125 | $694.1 萬 | 0.27% | +22,169+16.1% | 加碼 |
| Deutsche Bank AG | 145,941 | $632.7 萬 | 0.00% | −526−0.4% | 減碼 |
| Norges Bank | 144,378 | $626.7 萬 | 0.00% | −156,920−52.1% | 減碼 |
| Northern Trust Corp | 137,046 | $594.1 萬 | 0.00% | −79,734−36.8% | 減碼 |
| Arrowstreet Capital, Limited Partnership | 133,928 | $580.9 萬 | 0.00% | +133,928 | 新進 |
| Granahan Investment Management Inc | 124,980 | $541.8 萬 | 0.22% | −48,450−27.9% | 減碼 |
| State of Tennessee, Treasury Department | 121,018 | $524.6 萬 | 0.02% | +41,393+52.0% | 加碼 |
| Group One Trading, L.P. | 119,619 | $518.5 萬 | 0.17% | −41,295−25.7% | 減碼 |
| Russell Investments Group, Ltd. | 118,175 | $512.3 萬 | 0.01% | −79,157−40.1% | 減碼 |
| G2 Investment Partners Management LLC | 115,000 | $498.5 萬 | 1.09% | +115,000 | 新進 |
| Ameriprise Financial Inc | 113,986 | $494.1 萬 | 0.00% | +13,127+13.0% | 加碼 |
| Portolan Capital Management, LLC | 109,632 | $475.3 萬 | 0.30% | +109,632 | 新進 |
| Susquehanna International Group, LLP | 101,964 | $442.0 萬 | 0.01% | +86,061+541.2% | 加碼 |
| Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD | 98,463 | $427.1 萬 | 0.31% | 00.0% | 不變 |
| UBS Asset Management Americas Inc | 97,399 | $422.2 萬 | 0.00% | −2,234−2.2% | 減碼 |
| Silvercrest Asset Management Group LLC | 96,827 | $419.7 萬 | 0.03% | +96,827 | 新進 |
| Geode Capital Management, LLC | 95,384 | $413.5 萬 | 0.00% | +662+0.7% | 加碼 |
| Gendell Jeffrey L | 93,099 | $403.6 萬 | 0.11% | +20,000+27.4% | 加碼 |
| State Street Corp | 89,145 | $386.4 萬 | 0.00% | +3,428+4.0% | 加碼 |
| Integrated Wealth Concepts LLC | 87,480 | $379.2 萬 | 0.04% | +8,090+10.2% | 加碼 |
| Nuveen, LLC | 83,164 | $361.1 萬 | 0.00% | −13,508−14.0% | 減碼 |
| Nishkama Capital, LLC | 74,700 | $323.8 萬 | 0.53% | +74,700 | 新進 |
| Jump Financial, LLC | 71,771 | $311.1 萬 | 0.04% | +41,421+136.5% | 加碼 |
| Morgan Stanley | 71,398 | $309.5 萬 | 0.00% | −39,734−35.8% | 減碼 |
| Walleye Trading LLC | 68,516 | $297.0 萬 | 0.07% | +23,105+50.9% | 加碼 |
| Balyasny Asset Management LLC | 66,825 | $289.7 萬 | 0.01% | −16,734−20.0% | 減碼 |
| Atom Investors LP | 63,272 | $274.3 萬 | 0.24% | +63,272 | 新進 |
| Eagle Global Advisors LLC | 60,323 | $261.5 萬 | 0.11% | 00.0% | 不變 |
| Tudor Investment Corp Et Al | 59,520 | $258.0 萬 | 0.02% | +59,520 | 新進 |
| Barclays PLC | 57,832 | $250.7 萬 | 0.00% | +34,741+150.5% | 加碼 |
| Taylor Frigon Capital Management LLC | 57,006 | $247.1 萬 | 1.31% | −3,093−5.1% | 減碼 |
| Toroso Investments, LLC | 53,644 | $232.5 萬 | 0.02% | −9,428−14.9% | 減碼 |
| Envestnet Asset Management Inc | 53,500 | $231.9 萬 | 0.00% | −3,589−6.3% | 減碼 |
| Public Employees Retirement System of Ohio | 51,610 | $224.0 萬 | 0.01% | +2,259+4.6% | 加碼 |
| ARK Investment Management LLC大師方舟投資 | 46,339 | $200.9 萬 | 0.01% | +9,180+24.7% | 加碼 |
| State of New Jersey Common Pension Fund D | 44,737 | $193.9 萬 | 0.01% | +15,507+53.1% | 加碼 |
| New York State Common Retirement Fund | 44,176 | $191.5 萬 | 0.00% | 00.0% | 不變 |
| Bank of New York Mellon Corp | 41,107 | $178.2 萬 | 0.00% | −1,941−4.5% | 減碼 |
| Cambiar Investors LLC | 35,025 | $151.8 萬 | 0.06% | −130.0% | 減碼 |
| Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD | 34,492 | $149.6 萬 | 0.33% | 00.0% | 不變 |
| Oppenheimer & Co Inc | 33,100 | $143.5 萬 | 0.02% | +3,800+13.0% | 加碼 |
| Thrivent Financial for Lutherans | 29,083 | $126.2 萬 | 0.00% | +29,083 | 新進 |
| Van Eck Associates Corp | 29,017 | $125.8 萬 | 0.00% | −5,293−15.4% | 減碼 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 28,898 | $125.3 萬 | 0.00% | 00.0% | 不變 |
| Brinker Capital Investments, LLC | 28,517 | $123.6 萬 | 0.01% | +301+1.1% | 加碼 |
| Boothbay Fund Management, LLC | 28,200 | $122.2 萬 | 0.04% | +28,200 | 新進 |
| SEI Investments Co | 26,540 | $115.1 萬 | 0.00% | −8,185−23.6% | 減碼 |