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 3 季 13F 持有人
Tower Semiconductor Ltd 在 2025/9/30 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
- 249
- 較 2025 年第 2 季 +34 家
- 持有股數
- 7,210 萬
- 較 2025 年第 2 季 +82.9 萬 (+1.2%)
- 總市值
- $52.0 億
- 較 2025 年第 2 季 +$21.0 億 (+67.7%)
- 新進機構
- 66
- 另有 65 家加碼
- 清倉機構
- 32
- 另有 84 家減碼
另有 1 家機構在 2025 年第 2 季持有、還沒有申報 2025 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 |
2025 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 2025 年第 2 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Senvest Management, LLC | 5,601,887 | $4.05 億 | 13.01% | −2,526,727−31.1% | 減碼 |
| Clal Insurance Enterprises Holdings Ltd | 5,395,560 | $3.86 億 | 2.95% | −235,600−4.2% | 減碼 |
| Vanguard Group Inc | 4,284,968 | $3.06 億 | 0.00% | +78,697+1.9% | 加碼 |
| BlackRock, Inc. | 4,168,149 | $3.01 億 | 0.01% | +3,434,364+468.0% | 加碼 |
| Phoenix Holdings Ltd. | 3,869,737 | $2.80 億 | 3.41% | +207,966+5.7% | 加碼 |
| Migdal Insurance & Financial Holdings Ltd. | 2,977,806 | $2.15 億 | 2.32% | +200,000+7.2% | 加碼 |
| Point72 Asset Management, L.P. | 2,823,627 | $2.04 億 | 0.44% | −3,492,392−55.3% | 減碼 |
| Jennison Associates LLC | 2,331,831 | $1.69 億 | 0.10% | +369,600+18.8% | 加碼 |
| Harel Insurance Investments & Financial Services Ltd. | 2,318,130 | $1.68 億 | 1.51% | −2000.0% | 減碼 |
| Meitav Dash Investments Ltd | 2,268,503 | $1.63 億 | 2.24% | +25,989+1.2% | 加碼 |
| Wellington Management Group LLP | 2,108,004 | $1.52 億 | 0.03% | +15,461+0.7% | 加碼 |
| Menora Mivtachim Holdings Ltd. | 1,703,343 | $1.23 億 | 0.63% | −323,964−16.0% | 減碼 |
| Invesco Ltd. | 1,596,815 | $1.15 億 | 0.02% | +176,998+12.5% | 加碼 |
| Hood River Capital Management LLC | 1,510,590 | $1.09 億 | 1.29% | +1,510,590 | 新進 |
| Victory Capital Management Inc | 1,416,910 | $1.02 億 | 0.06% | −837,925−37.2% | 減碼 |
| Barrow Hanley Mewhinney & Strauss LLC | 1,338,242 | $9,675 萬 | 0.31% | −544,082−28.9% | 減碼 |
| Summit Partners Public Asset Management, LLC | 1,072,047 | $7,751 萬 | 2.52% | +51,884+5.1% | 加碼 |
| Voya Investment Management LLC | 1,034,190 | $7,477 萬 | 0.07% | −125,133−10.8% | 減碼 |
| Shannon River Fund Management LLC | 962,063 | $6,956 萬 | 11.20% | −505,441−34.4% | 減碼 |
| Bank of America Corp | 957,647 | $6,924 萬 | 0.01% | +16,952+1.8% | 加碼 |
| Y.D. More Investments Ltd | 965,445 | $6,875 萬 | 3.88% | +65,540+7.3% | 加碼 |
| Analog Century Management LP | 925,202 | $6,689 萬 | 3.59% | +101,654+12.3% | 加碼 |
| Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management) | 816,334 | $5,902 萬 | 8.61% | 00.0% | 不變 |
| Neumeier Poma Investment Counsel LLC | 781,368 | $5,649 萬 | 4.62% | +66,333+9.3% | 加碼 |
| Systematic Financial Management LP | 753,345 | $5,445 萬 | 1.32% | −26,838−3.4% | 減碼 |
| Schonfeld Strategic Advisors LLC | 702,993 | $5,083 萬 | 0.35% | +349,759+99.0% | 加碼 |
| William Blair Investment Management, LLC | 702,349 | $5,078 萬 | 0.13% | −50,655−6.7% | 減碼 |
| Goldman Sachs Group Inc | 701,046 | $5,069 萬 | 0.01% | +75,048+12.0% | 加碼 |
| Penserra Capital Management LLC | 671,657 | $4,856 萬 | 0.58% | +203,176+43.4% | 加碼 |
| Park West Asset Management LLC | 590,000 | $4,266 萬 | 3.90% | +590,000 | 新進 |
| UBS Group AG | 537,897 | $3,889 萬 | 0.01% | −118,705−18.1% | 減碼 |
| Millennium Management LLC | 531,233 | $3,841 萬 | 0.03% | −45,418−7.9% | 減碼 |
| Gilder Gagnon Howe & Co LLC | 483,983 | $3,499 萬 | 0.36% | +483,983 | 新進 |
| Situational Awareness LP | 470,600 | $3,402 萬 | 1.52% | +470,600 | 新進 |
| American Century Companies Inc | 470,090 | $3,399 萬 | 0.02% | −78,610−14.3% | 減碼 |
| Balyasny Asset Management LLC | 444,800 | $3,216 萬 | 0.06% | +377,975+565.6% | 加碼 |
| Morgan Stanley | 440,741 | $3,187 萬 | 0.00% | +369,343+517.3% | 加碼 |
| Manufacturers Life Insurance Company, The | 410,485 | $2,968 萬 | 0.02% | −285,440−41.0% | 減碼 |
| Neuberger Berman Group LLC | 404,405 | $2,924 萬 | 0.02% | −120,759−23.0% | 減碼 |
| Legal & General Group Plc | 381,007 | $2,715 萬 | 0.01% | −6,403−1.7% | 減碼 |
| Portolan Capital Management, LLC | 327,305 | $2,366 萬 | 1.28% | +217,673+198.5% | 加碼 |
| Granite Investment Partners, LLC | 317,733 | $2,297 萬 | 1.30% | −166,438−34.4% | 減碼 |
| Sphera Funds Management Ltd. | 311,802 | $2,254 萬 | 5.35% | +47,080+17.8% | 加碼 |
| Renaissance Technologies LLC | 303,049 | $2,191 萬 | 0.03% | −20,600−6.4% | 減碼 |
| Jane Street Group, LLC | 302,203 | $2,185 萬 | 0.03% | +137,371+83.3% | 加碼 |
| G2 Investment Partners Management LLC | 289,929 | $2,096 萬 | 4.31% | +174,929+152.1% | 加碼 |
| King Luther Capital Management Corp | 288,351 | $2,085 萬 | 0.09% | +33,570+13.2% | 加碼 |
| PointState Capital LP | 283,504 | $2,050 萬 | 0.37% | +283,504 | 新進 |
| Janus Henderson Group PLC | 272,897 | $1,973 萬 | 0.01% | −17,967−6.2% | 減碼 |
| Schwartz Investment Counsel Inc | 260,000 | $1,880 萬 | 0.63% | +260,000 | 新進 |
| Canada Pension Plan Investment Board | 257,800 | $1,837 萬 | 0.01% | +16,120+6.7% | 加碼 |
| Credit Agricole S A | 243,667 | $1,762 萬 | 0.06% | +243,667 | 新進 |
| Benchstone Capital Management LP | 238,330 | $1,723 萬 | 2.35% | +238,330 | 新進 |
| Boston Partners | 233,359 | $1,687 萬 | 0.02% | −95,320−29.0% | 減碼 |
| Swiss National Bank | 217,867 | $1,551 萬 | 0.01% | +4,326+2.0% | 加碼 |
| Herald Investment Management Ltd | 198,000 | $1,431 萬 | 1.91% | 00.0% | 不變 |
| Essex Investment Management Co LLC | 196,339 | $1,420 萬 | 2.17% | +1,043+0.5% | 加碼 |
| Assenagon Asset Management S.A. | 181,572 | $1,294 萬 | 0.02% | −134,843−42.6% | 減碼 |
| Granahan Investment Management Inc | 178,188 | $1,288 萬 | 0.53% | +53,208+42.6% | 加碼 |
| Arvin Capital Management LP | 170,976 | $1,236 萬 | 2.86% | −120,336−41.3% | 減碼 |
| Arrowstreet Capital, Limited Partnership | 168,982 | $1,220 萬 | 0.01% | +35,054+26.2% | 加碼 |
| Silvercrest Asset Management Group LLC | 162,210 | $1,173 萬 | 0.08% | +65,383+67.5% | 加碼 |
| Citadel Advisors LLC | 153,117 | $1,107 萬 | 0.01% | +142,099+1,289.7% | 加碼 |
| Renaissance Group LLC | 145,015 | $1,048 萬 | 0.40% | −15,110−9.4% | 減碼 |
| LMR Partners LLP | 145,000 | $1,048 萬 | 0.14% | +145,000 | 新進 |
| Price T Rowe Associates Inc | 140,917 | $1,019 萬 | 0.00% | +140,917 | 新進 |
| Northern Trust Corp | 129,756 | $938.1 萬 | 0.00% | −7,290−5.3% | 減碼 |
| Hodges Capital Management Inc. | 126,232 | $912.7 萬 | 0.78% | −43,545−25.6% | 減碼 |
| Bank Julius Baer & Co. Ltd, Zurich | 124,901 | $903.0 萬 | 0.03% | +124,901 | 新進 |
| Royce & Associates LP | 112,413 | $812.7 萬 | 0.08% | +112,413 | 新進 |
| ExodusPoint Capital Management, LP | 112,238 | $811.5 萬 | 0.11% | +112,238 | 新進 |
| Qube Research & Technologies Ltd | 109,971 | $795.1 萬 | 0.01% | −200,424−64.6% | 減碼 |
| Ameriprise Financial Inc | 102,458 | $740.8 萬 | 0.00% | −11,528−10.1% | 減碼 |
| State of Tennessee, Treasury Department | 99,623 | $720.3 萬 | 0.02% | −21,395−17.7% | 減碼 |
| Russell Investments Group, Ltd. | 98,906 | $715.1 萬 | 0.01% | −19,269−16.3% | 減碼 |
| Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD | 98,463 | $710.0 萬 | 0.48% | 00.0% | 不變 |
| Geode Capital Management, LLC | 97,211 | $702.8 萬 | 0.00% | +1,827+1.9% | 加碼 |
| Gendell Jeffrey L | 93,099 | $673.1 萬 | 0.12% | 00.0% | 不變 |
| State Street Corp | 88,062 | $636.7 萬 | 0.00% | −1,083−1.2% | 減碼 |
| Paloma Partners Management Co | 85,000 | $614.5 萬 | 1.22% | +85,000 | 新進 |
| Nuveen, LLC | 83,164 | $592.6 萬 | 0.00% | 00.0% | 不變 |
| WCM Investment Management, LLC | 82,307 | $580.3 萬 | 0.01% | +82,307 | 新進 |
| Katamaran Capital LLP | 73,635 | $532.4 萬 | 4.86% | +73,635 | 新進 |
| Boothbay Fund Management, LLC | 71,493 | $516.9 萬 | 0.13% | +43,293+153.5% | 加碼 |
| SEI Investments Co | 71,287 | $515.4 萬 | 0.01% | +44,747+168.6% | 加碼 |
| Citigroup Inc | 63,766 | $454.4 萬 | 0.00% | +53,138+500.0% | 加碼 |
| KP Management LLC | 61,035 | $441.3 萬 | 1.55% | +61,035 | 新進 |
| JPMorgan Chase & Co | 60,378 | $436.5 萬 | 0.00% | −185,364−75.4% | 減碼 |
| Eagle Global Advisors LLC | 60,323 | $436.1 萬 | 0.17% | 00.0% | 不變 |
| EAM Investors, LLC | 59,396 | $429.4 萬 | 0.49% | +59,396 | 新進 |
| Group One Trading, L.P. | 58,102 | $420.1 萬 | 0.13% | −61,517−51.4% | 減碼 |
| Taylor Frigon Capital Management LLC | 55,021 | $397.8 萬 | 1.98% | −1,985−3.5% | 減碼 |
| Walleye Trading LLC | 54,922 | $397.1 萬 | 0.06% | −13,594−19.8% | 減碼 |
| Envestnet Asset Management Inc | 53,439 | $386.4 萬 | 0.00% | −61−0.1% | 減碼 |
| Toroso Investments, LLC | 53,131 | $384.1 萬 | 0.02% | −513−1.0% | 減碼 |
| Public Employees Retirement System of Ohio | 52,183 | $371.8 萬 | 0.01% | +573+1.1% | 加碼 |
| Pier Capital, LLC | 51,404 | $371.7 萬 | 0.58% | +51,404 | 新進 |
| Polymer Capital Management (US) LLC | 48,600 | $351.4 萬 | 0.47% | +48,600 | 新進 |
| IMC-Chicago, LLC | 48,534 | $350.9 萬 | 0.06% | +48,534 | 新進 |
| EAM Global Investors LLC | 47,778 | $345.4 萬 | 14.61% | +47,778 | 新進 |