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 |
|---|---|---|---|---|---|
| PointState Capital LP | 283,504 | $2,050 萬 | 0.37% | +283,504 | 新進 |
| King Luther Capital Management Corp | 288,351 | $2,085 萬 | 0.09% | +33,570+13.2% | 加碼 |
| G2 Investment Partners Management LLC | 289,929 | $2,096 萬 | 4.31% | +174,929+152.1% | 加碼 |
| Jane Street Group, LLC | 302,203 | $2,185 萬 | 0.03% | +137,371+83.3% | 加碼 |
| Renaissance Technologies LLC | 303,049 | $2,191 萬 | 0.03% | −20,600−6.4% | 減碼 |
| Sphera Funds Management Ltd. | 311,802 | $2,254 萬 | 5.35% | +47,080+17.8% | 加碼 |
| Granite Investment Partners, LLC | 317,733 | $2,297 萬 | 1.30% | −166,438−34.4% | 減碼 |
| Portolan Capital Management, LLC | 327,305 | $2,366 萬 | 1.28% | +217,673+198.5% | 加碼 |
| Legal & General Group Plc | 381,007 | $2,715 萬 | 0.01% | −6,403−1.7% | 減碼 |
| Neuberger Berman Group LLC | 404,405 | $2,924 萬 | 0.02% | −120,759−23.0% | 減碼 |
| Manufacturers Life Insurance Company, The | 410,485 | $2,968 萬 | 0.02% | −285,440−41.0% | 減碼 |
| Morgan Stanley | 440,741 | $3,187 萬 | 0.00% | +369,343+517.3% | 加碼 |
| Balyasny Asset Management LLC | 444,800 | $3,216 萬 | 0.06% | +377,975+565.6% | 加碼 |
| American Century Companies Inc | 470,090 | $3,399 萬 | 0.02% | −78,610−14.3% | 減碼 |
| Situational Awareness LP | 470,600 | $3,402 萬 | 1.52% | +470,600 | 新進 |
| Gilder Gagnon Howe & Co LLC | 483,983 | $3,499 萬 | 0.36% | +483,983 | 新進 |
| Millennium Management LLC | 531,233 | $3,841 萬 | 0.03% | −45,418−7.9% | 減碼 |
| UBS Group AG | 537,897 | $3,889 萬 | 0.01% | −118,705−18.1% | 減碼 |
| Park West Asset Management LLC | 590,000 | $4,266 萬 | 3.90% | +590,000 | 新進 |
| Penserra Capital Management LLC | 671,657 | $4,856 萬 | 0.58% | +203,176+43.4% | 加碼 |
| Goldman Sachs Group Inc | 701,046 | $5,069 萬 | 0.01% | +75,048+12.0% | 加碼 |
| William Blair Investment Management, LLC | 702,349 | $5,078 萬 | 0.13% | −50,655−6.7% | 減碼 |
| Schonfeld Strategic Advisors LLC | 702,993 | $5,083 萬 | 0.35% | +349,759+99.0% | 加碼 |
| Systematic Financial Management LP | 753,345 | $5,445 萬 | 1.32% | −26,838−3.4% | 減碼 |
| Neumeier Poma Investment Counsel LLC | 781,368 | $5,649 萬 | 4.62% | +66,333+9.3% | 加碼 |
| Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management) | 816,334 | $5,902 萬 | 8.61% | 00.0% | 不變 |
| Analog Century Management LP | 925,202 | $6,689 萬 | 3.59% | +101,654+12.3% | 加碼 |
| Y.D. More Investments Ltd | 965,445 | $6,875 萬 | 3.88% | +65,540+7.3% | 加碼 |
| Bank of America Corp | 957,647 | $6,924 萬 | 0.01% | +16,952+1.8% | 加碼 |
| Shannon River Fund Management LLC | 962,063 | $6,956 萬 | 11.20% | −505,441−34.4% | 減碼 |
| Voya Investment Management LLC | 1,034,190 | $7,477 萬 | 0.07% | −125,133−10.8% | 減碼 |
| Summit Partners Public Asset Management, LLC | 1,072,047 | $7,751 萬 | 2.52% | +51,884+5.1% | 加碼 |
| Barrow Hanley Mewhinney & Strauss LLC | 1,338,242 | $9,675 萬 | 0.31% | −544,082−28.9% | 減碼 |
| Victory Capital Management Inc | 1,416,910 | $1.02 億 | 0.06% | −837,925−37.2% | 減碼 |
| Hood River Capital Management LLC | 1,510,590 | $1.09 億 | 1.29% | +1,510,590 | 新進 |
| Invesco Ltd. | 1,596,815 | $1.15 億 | 0.02% | +176,998+12.5% | 加碼 |
| Menora Mivtachim Holdings Ltd. | 1,703,343 | $1.23 億 | 0.63% | −323,964−16.0% | 減碼 |
| Wellington Management Group LLP | 2,108,004 | $1.52 億 | 0.03% | +15,461+0.7% | 加碼 |
| Meitav Dash Investments Ltd | 2,268,503 | $1.63 億 | 2.24% | +25,989+1.2% | 加碼 |
| Harel Insurance Investments & Financial Services Ltd. | 2,318,130 | $1.68 億 | 1.51% | −2000.0% | 減碼 |
| Jennison Associates LLC | 2,331,831 | $1.69 億 | 0.10% | +369,600+18.8% | 加碼 |
| Point72 Asset Management, L.P. | 2,823,627 | $2.04 億 | 0.44% | −3,492,392−55.3% | 減碼 |
| Migdal Insurance & Financial Holdings Ltd. | 2,977,806 | $2.15 億 | 2.32% | +200,000+7.2% | 加碼 |
| Phoenix Holdings Ltd. | 3,869,737 | $2.80 億 | 3.41% | +207,966+5.7% | 加碼 |
| BlackRock, Inc. | 4,168,149 | $3.01 億 | 0.01% | +3,434,364+468.0% | 加碼 |
| Vanguard Group Inc | 4,284,968 | $3.06 億 | 0.00% | +78,697+1.9% | 加碼 |
| Clal Insurance Enterprises Holdings Ltd | 5,395,560 | $3.86 億 | 2.95% | −235,600−4.2% | 減碼 |
| Senvest Management, LLC | 5,601,887 | $4.05 億 | 13.01% | −2,526,727−31.1% | 減碼 |
| USS Investment Management Ltd | 31,971 | – | – | 00.0% | 不變 |
| Marshall Wace, LLP | 0 | $0 | 0.00% | −239,994−100.0% | 清倉 |
| Susquehanna International Group, LLP | 0 | $0 | 0.00% | −101,964−100.0% | 清倉 |
| UBS Asset Management Americas Inc | 0 | $0 | 0.00% | −97,399−100.0% | 清倉 |
| Integrated Wealth Concepts LLC | 0 | $0 | 0.00% | −87,480−100.0% | 清倉 |
| Jump Financial, LLC | 0 | $0 | 0.00% | −71,771−100.0% | 清倉 |
| Atom Investors LP | 0 | $0 | 0.00% | −63,272−100.0% | 清倉 |
| State of New Jersey Common Pension Fund D | 0 | $0 | 0.00% | −44,737−100.0% | 清倉 |
| Oppenheimer & Co Inc | 0 | $0 | 0.00% | −33,100−100.0% | 清倉 |
| Nebula Research & Development LLC | 0 | $0 | 0.00% | −25,558−100.0% | 清倉 |
| Cubist Systematic Strategies, LLC | 0 | $0 | 0.00% | −23,958−100.0% | 清倉 |
| Squarepoint Ops LLC | 0 | $0 | 0.00% | −23,150−100.0% | 清倉 |
| Maverick Capital Ltd大師Maverick 資本 | 0 | $0 | 0.00% | −17,299−100.0% | 清倉 |
| Fox Run Management, L.L.C. | 0 | $0 | 0.00% | −16,337−100.0% | 清倉 |
| Magnetar Financial LLC | 0 | $0 | 0.00% | −12,026−100.0% | 清倉 |
| Quantbot Technologies LP | 0 | $0 | 0.00% | −10,435−100.0% | 清倉 |
| Petrus Trust Company, LTA | 0 | $0 | 0.00% | −10,096−100.0% | 清倉 |
| Engineers Gate Manager LP | 0 | $0 | 0.00% | −8,757−100.0% | 清倉 |
| Susquehanna Advisors Group, Inc. | 0 | $0 | 0.00% | −8,193−100.0% | 清倉 |
| Twinbeech Capital LP | 0 | $0 | 0.00% | −7,551−100.0% | 清倉 |
| HRT Financial LP | 0 | $0 | 0.00% | −5,525−100.0% | 清倉 |
| Caption Management, LLC | 0 | $0 | 0.00% | −5,500−100.0% | 清倉 |
| GTS Securities LLC | 0 | $0 | 0.00% | −5,093−100.0% | 清倉 |
| PharVision Advisers, LLC | 0 | $0 | 0.00% | −4,779−100.0% | 清倉 |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0 | $0 | 0.00% | −3,186−100.0% | 清倉 |
| Quarry LP | 0 | $0 | 0.00% | −1,578−100.0% | 清倉 |
| Ulland Investment Advisors, LLC | 0 | $0 | 0.00% | −587−100.0% | 清倉 |
| Advisors Asset Management, Inc. | 0 | $0 | 0.00% | −428−100.0% | 清倉 |
| Parkside Financial Bank & Trust | 0 | $0 | 0.00% | −360−100.0% | 清倉 |
| Caitong International Asset Management Co., Ltd | 0 | $0 | 0.00% | −273−100.0% | 清倉 |
| Skopos Labs, Inc. | 0 | $0 | 0.00% | −90−100.0% | 清倉 |
| Transce3nd, LLC | 0 | $0 | 0.00% | −22−100.0% | 清倉 |
| MCF Advisors LLC | 0 | $0 | 0.00% | −9−100.0% | 清倉 |
| Norges Bank | – | – | – | – | 本季未申報 |