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 4 季 13F 持有人
Tower Semiconductor Ltd 在 2025/12/31 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
- 312
- 較 2025 年第 3 季 +66 家
- 持有股數
- 7,329 萬
- 較 2025 年第 3 季 +126.2 萬 (+1.8%)
- 總市值
- $86.0 億
- 較 2025 年第 3 季 +$34.1 億 (+65.6%)
- 新進機構
- 95
- 另有 78 家加碼
- 清倉機構
- 29
- 另有 115 家減碼
另有 3 家機構在 2025 年第 3 季持有、還沒有申報 2025 年第 4 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 4 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 3 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Clal Insurance Enterprises Holdings Ltd | 4,822,838 | $5.65 億 | 3.64% | −572,722−10.6% | 減碼 |
| Price T Rowe Associates Inc | 4,682,152 | $5.50 億 | 0.06% | +4,541,235+3,222.6% | 加碼 |
| Vanguard Group Inc | 4,338,080 | $5.07 億 | 0.01% | +53,112+1.2% | 加碼 |
| Senvest Management, LLC | 3,971,656 | $4.66 億 | 14.45% | −1,630,231−29.1% | 減碼 |
| BlackRock, Inc. | 3,907,144 | $4.59 億 | 0.01% | −261,005−6.3% | 減碼 |
| Phoenix Holdings Ltd. | 3,829,537 | $4.50 億 | 4.88% | −40,200−1.0% | 減碼 |
| Migdal Insurance & Financial Holdings Ltd. | 3,002,806 | $3.53 億 | 3.03% | +25,000+0.8% | 加碼 |
| Harel Insurance Investments & Financial Services Ltd. | 2,318,130 | $2.72 億 | 2.36% | 00.0% | 不變 |
| Goldman Sachs Group Inc | 2,206,467 | $2.59 億 | 0.04% | +1,505,421+214.7% | 加碼 |
| Capital International Investors | 1,895,161 | $2.23 億 | 0.03% | +1,895,161 | 新進 |
| Meitav Dash Investments Ltd | 1,883,775 | $2.21 億 | 2.65% | −384,728−17.0% | 減碼 |
| Point72 Asset Management, L.P. | 1,613,540 | $1.89 億 | 0.30% | −1,210,087−42.9% | 減碼 |
| Turiya Advisors Asia Ltd | 1,472,045 | $1.73 億 | 26.47% | +1,472,045 | 新進 |
| Jennison Associates LLC | 1,398,987 | $1.64 億 | 0.10% | −932,844−40.0% | 減碼 |
| Wellington Management Group LLP | 1,351,212 | $1.59 億 | 0.03% | −756,792−35.9% | 減碼 |
| Invesco Ltd. | 1,310,276 | $1.54 億 | 0.01% | −286,539−17.9% | 減碼 |
| Janus Henderson Group PLC | 1,074,717 | $1.26 億 | 0.06% | +801,820+293.8% | 加碼 |
| Y.D. More Investments Ltd | 1,009,846 | $1.18 億 | 5.66% | +44,401+4.6% | 加碼 |
| Summit Partners Public Asset Management, LLC | 962,458 | $1.13 億 | 3.18% | −109,589−10.2% | 減碼 |
| Bank of America Corp | 925,027 | $1.09 億 | 0.01% | −32,620−3.4% | 減碼 |
| Jane Street Group, LLC | 877,480 | $1.03 億 | 0.12% | +575,277+190.4% | 加碼 |
| Barrow Hanley Mewhinney & Strauss LLC | 846,953 | $9,945 萬 | 0.33% | −491,289−36.7% | 減碼 |
| Analog Century Management LP | 811,470 | $9,528 萬 | 4.69% | −113,732−12.3% | 減碼 |
| Millennium Management LLC | 799,272 | $9,385 萬 | 0.07% | +268,039+50.5% | 加碼 |
| Situational Awareness LP | 723,004 | $8,490 萬 | 2.17% | +252,404+53.6% | 加碼 |
| WT Asset Management Ltd | 672,515 | $7,897 萬 | 3.14% | +672,515 | 新進 |
| Systematic Financial Management LP | 650,788 | $7,642 萬 | 1.80% | −102,557−13.6% | 減碼 |
| Morgan Stanley | 642,254 | $7,541 萬 | 0.00% | +201,513+45.7% | 加碼 |
| Marshall Wace, LLP | 618,515 | $7,263 萬 | 0.07% | +618,515 | 新進 |
| Shannon River Fund Management LLC | 602,804 | $7,078 萬 | 11.10% | −359,259−37.3% | 減碼 |
| Acadian Asset Management LLC | 596,328 | $6,999 萬 | 0.11% | +595,432+66,454.5% | 加碼 |
| Menora Mivtachim Holdings Ltd. | 522,592 | $6,136 萬 | 0.29% | −1,180,751−69.3% | 減碼 |
| PointState Capital LP | 480,614 | $5,643 萬 | 0.96% | +197,110+69.5% | 加碼 |
| Voya Investment Management LLC | 472,697 | $5,550 萬 | 0.05% | −561,493−54.3% | 減碼 |
| Gilder Gagnon Howe & Co LLC | 471,954 | $5,542 萬 | 0.58% | −12,029−2.5% | 減碼 |
| Neumeier Poma Investment Counsel LLC | 457,288 | $5,369 萬 | 4.44% | −324,080−41.5% | 減碼 |
| Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management) | 447,991 | $5,260 萬 | 7.29% | −368,343−45.1% | 減碼 |
| Assenagon Asset Management S.A. | 432,049 | $5,056 萬 | 0.08% | +250,477+137.9% | 加碼 |
| Hood River Capital Management LLC | 393,992 | $4,626 萬 | 0.51% | −1,116,598−73.9% | 減碼 |
| William Blair Investment Management, LLC | 378,980 | $4,450 萬 | 0.12% | −323,369−46.0% | 減碼 |
| Balyasny Asset Management LLC | 372,713 | $4,376 萬 | 0.08% | −72,087−16.2% | 減碼 |
| UBS Group AG | 368,654 | $4,329 萬 | 0.01% | −169,243−31.5% | 減碼 |
| Norges Bank | 368,669 | $4,322 萬 | 0.00% | +368,669 | 新進 |
| Park West Asset Management LLC | 355,304 | $4,172 萬 | 3.51% | −234,696−39.8% | 減碼 |
| Canada Pension Plan Investment Board | 342,161 | $4,005 萬 | 0.03% | +84,361+32.7% | 加碼 |
| Legal & General Group Plc | 340,462 | $3,987 萬 | 0.01% | −40,545−10.6% | 減碼 |
| Defiance ETFs, LLC | 315,704 | $3,810 萬 | 1.25% | +315,704 | 新進 |
| Cramer Rosenthal McGlynn LLC | 322,606 | $3,788 萬 | 2.44% | +318,345+7,471.1% | 加碼 |
| Penserra Capital Management LLC | 315,704 | $3,707 萬 | 0.44% | −355,953−53.0% | 減碼 |
| GF Fund Management Co. Ltd. | 308,412 | $3,621 萬 | 0.62% | +307,267+26,835.5% | 加碼 |
| Credit Agricole S A | 282,144 | $3,313 萬 | 0.09% | +38,477+15.8% | 加碼 |
| Neuberger Berman Group LLC | 273,144 | $3,207 萬 | 0.02% | −131,261−32.5% | 減碼 |
| Schonfeld Strategic Advisors LLC | 265,277 | $3,115 萬 | 0.16% | −437,716−62.3% | 減碼 |
| King Luther Capital Management Corp | 261,466 | $3,070 萬 | 0.12% | −26,885−9.3% | 減碼 |
| Schwartz Investment Counsel Inc | 260,000 | $3,053 萬 | 1.07% | 00.0% | 不變 |
| Renaissance Technologies LLC | 250,549 | $2,942 萬 | 0.05% | −52,500−17.3% | 減碼 |
| LMR Partners LLP | 230,670 | $2,709 萬 | 0.26% | +85,670+59.1% | 加碼 |
| Arrowstreet Capital, Limited Partnership | 226,560 | $2,659 萬 | 0.02% | +57,578+34.1% | 加碼 |
| Swiss National Bank | 223,011 | $2,612 萬 | 0.02% | +5,144+2.4% | 加碼 |
| Qube Research & Technologies Ltd | 219,825 | $2,581 萬 | 0.04% | +109,854+99.9% | 加碼 |
| State of Tennessee, Treasury Department | 185,915 | $2,505 萬 | 0.08% | +86,292+86.6% | 加碼 |
| American Century Companies Inc | 206,445 | $2,424 萬 | 0.01% | −263,645−56.1% | 減碼 |
| Victory Capital Management Inc | 204,625 | $2,403 萬 | 0.01% | −1,212,285−85.6% | 減碼 |
| Rokos Capital Management LLP | 204,365 | $2,399 萬 | 0.35% | +204,365 | 新進 |
| Essex Investment Management Co LLC | 192,628 | $2,262 萬 | 3.45% | −3,711−1.9% | 減碼 |
| WCM Investment Management, LLC | 185,982 | $2,244 萬 | 0.05% | +103,675+126.0% | 加碼 |
| Franklin Resources Inc | 185,023 | $2,172 萬 | 0.01% | +185,023 | 新進 |
| Ameriprise Financial Inc | 182,585 | $2,144 萬 | 0.00% | +80,127+78.2% | 加碼 |
| Herald Investment Management Ltd | 180,000 | $2,110 萬 | 2.76% | −18,000−9.1% | 減碼 |
| TD Asset Management Inc | 174,409 | $2,047 萬 | 0.02% | +151,499+661.3% | 加碼 |
| Alliancebernstein L.P. | 171,547 | $2,014 萬 | 0.01% | +142,836+497.5% | 加碼 |
| Alta Park Capital, LP | 165,804 | $1,947 萬 | 2.34% | +165,804 | 新進 |
| T. Rowe Price Investment Management, Inc. | 156,107 | $1,833 萬 | 0.01% | +156,107 | 新進 |
| Manufacturers Life Insurance Company, The | 152,505 | $1,791 萬 | 0.01% | −257,980−62.8% | 減碼 |
| SEI Investments Co | 150,729 | $1,770 萬 | 0.02% | +79,442+111.4% | 加碼 |
| Portolan Capital Management, LLC | 148,525 | $1,744 萬 | 0.93% | −178,780−54.6% | 減碼 |
| SIH Partners, LLLP | 139,623 | $1,639 萬 | 0.95% | +139,623 | 新進 |
| JPMorgan Chase & Co | 136,876 | $1,607 萬 | 0.00% | +76,498+126.7% | 加碼 |
| Sphera Funds Management Ltd. | 122,513 | $1,439 萬 | 3.01% | −189,289−60.7% | 減碼 |
| Citigroup Inc | 120,012 | $1,405 萬 | 0.01% | +56,246+88.2% | 加碼 |
| Bank Julius Baer & Co. Ltd, Zurich | 113,707 | $1,357 萬 | 0.04% | −11,194−9.0% | 減碼 |
| Royce & Associates LP | 110,658 | $1,299 萬 | 0.13% | −1,755−1.6% | 減碼 |
| Granite Investment Partners, LLC | 108,627 | $1,275 萬 | 0.76% | −209,106−65.8% | 減碼 |
| Two Sigma Investments, LP | 102,405 | $1,202 萬 | 0.02% | +102,405 | 新進 |
| Benchstone Capital Management LP | 96,225 | $1,130 萬 | 1.27% | −142,105−59.6% | 減碼 |
| Geode Capital Management, LLC | 92,980 | $1,092 萬 | 0.00% | −4,231−4.4% | 減碼 |
| Andar Capital Management HK Ltd | 90,250 | $1,060 萬 | 11.42% | +48,250+114.9% | 加碼 |
| Tairen Capital Ltd | 90,000 | $1,057 萬 | 1.10% | +90,000 | 新進 |
| Silvercrest Asset Management Group LLC | 83,387 | $979.1 萬 | 0.07% | −78,823−48.6% | 減碼 |
| Nuveen, LLC | 83,164 | $973.3 萬 | 0.00% | 00.0% | 不變 |
| Gendell Jeffrey L | 75,000 | $880.6 萬 | 0.15% | −18,099−19.4% | 減碼 |
| G2 Investment Partners Management LLC | 74,000 | $868.9 萬 | 2.07% | −215,929−74.5% | 減碼 |
| Trexquant Investment LP | 70,978 | $833.4 萬 | 0.07% | +70,978 | 新進 |
| Pier Capital, LLC | 67,520 | $792.8 萬 | 1.27% | +16,116+31.4% | 加碼 |
| Russell Investments Group, Ltd. | 66,870 | $785.5 萬 | 0.01% | −32,036−32.4% | 減碼 |
| Hodges Capital Management Inc. | 64,794 | $760.8 萬 | 0.65% | −61,438−48.7% | 減碼 |
| Renaissance Group LLC | 62,928 | $738.9 萬 | 0.30% | −82,087−56.6% | 減碼 |
| Polar Capital Holdings Plc | 62,559 | $734.6 萬 | 0.03% | +62,559 | 新進 |
| Public Employees Retirement System of Ohio | 62,164 | $728.5 萬 | 0.02% | +9,981+19.1% | 加碼 |
| Citadel Advisors LLC | 61,899 | $726.8 萬 | 0.00% | −91,218−59.6% | 減碼 |