跳到主要內容
Livermore
Livermore
中文EN

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。

2026 年第 1 季與 2025 年第 4 季比較

持有 Tower Semiconductor Ltd 的機構從 2025 年第 4 季到 2026 年第 1 季的變化。

2026 年第 1 季全部持有人2025 年第 4 季全部持有人

TSEM 的 13F 持有人：2025 年第 4 季與 2026 年第 1 季比較
項目2025 年第 4 季其中尚未申報 2026 年第 1 季2026 年第 1 季變化
持有家數3128382+78
股數7,329 萬472.4 萬6,925 萬+68.2 萬 (+1.0%)
市值$86.0 億$5.53 億$120.9 億+$40.4 億 (+50.2%)

8 家機構在 2025 年第 4 季持有、還沒有申報 2026 年第 1 季：沒申報不算清倉，所以變化不計入它們。

新進機構（132 家）

2026 年第 1 季季末持有 Tower Semiconductor Ltd、2025 年第 4 季季末沒有持有的機構。

依市值列出前 100 家，共 132 家。

2026 年第 1 季新進 TSEM 的機構
機構股數市值佔組合 %
Vanguard Capital Management LLC3,083,829$5.45 億0.01%
Capital World Investors1,326,761$2.33 億0.03%
Whale Rock Capital Management LLC1,066,737$1.87 億2.42%
Vanguard Fiduciary Trust Co982,628$1.74 億0.04%
Mawer Investment Management Ltd.965,035$1.69 億1.10%
E20 Capital Ltd613,788$1.08 億10.10%
SG Americas Securities, LLC486,865$8,544 萬0.09%
Bridgewater Associates, LP462,725$8,120 萬0.36%
E Fund Management Co., Ltd.347,752$6,102 萬1.81%
Driehaus Capital Management LLC326,103$5,722 萬0.42%
Value Aligned Research Advisors, LLC270,441$4,746 萬0.56%
Vanguard Asset Management, Ltd194,522$3,441 萬0.03%
Allspring Global Investments Holdings, LLC181,619$3,398 萬0.06%
Think Investments LP185,400$3,253 萬4.39%
Evergreen Quality Fund GP, Ltd.163,600$2,871 萬0.66%
BIT Capital GmbH153,660$2,696 萬1.50%
Valliance Asset Management Ltd130,200$2,285 萬18.74%
1832 Asset Management L.P.115,189$2,021 萬0.03%
Swedbank AB80,500$1,413 萬0.01%
Healthcare of Ontario Pension Plan Trust Fund73,900$1,297 萬0.02%
Divisadero Street Capital Management, LP70,000$1,228 萬0.57%
Nishkama Capital, LLC69,225$1,215 萬1.73%
Persistent Asset Partners Ltd67,608$1,186 萬4.61%
Monolith Management Ltd59,300$1,041 萬4.05%
Public Sector Pension Investment Board57,812$986.5 萬0.03%
Vanguard Investments Australia, Ltd.55,363$979.2 萬0.03%
Castleark Management LLC53,240$934.3 萬0.31%
Berkshire Capital Holdings Inc47,800$838.8 萬3.03%
Science & Technology Partners, L.P.45,300$794.9 萬2.08%
Hidden Lake Asset Management LP40,464$710.1 萬4.71%
Q Fund Management (Hong Kong) Ltd40,200$705.4 萬16.92%
Calamos Wealth Management LLC36,114$633.7 萬0.22%
Polymer Capital Management (HK) LTD32,826$576.0 萬0.81%
Vanguard Global Advisers, LLC32,358$572.3 萬0.00%
Korea Investment CORP29,837$509.0 萬0.01%
Man Group plc28,126$493.6 萬0.01%
Walleye Trading LLC26,836$470.9 萬0.10%
Gunderson Capital Management Inc.26,219$460.1 萬1.92%
Dymon Asia Capital (Singapore) Pte. Ltd.20,800$365.0 萬0.80%
Private Advisor Group, LLC20,342$357.0 萬0.02%
DSM Capital Partners LLC19,068$334.6 萬0.06%
IMC-Chicago, LLC18,458$323.9 萬0.05%
Charles Schwab Investment Management Inc17,666$310.0 萬0.00%
Goldstream Capital Management Ltd16,305$286.1 萬4.26%
Vanguard Portfolio Management LLC15,264$270.0 萬0.00%
Marex Group plc14,818$260.0 萬0.03%
Navellier & Associates Inc14,651$257.1 萬0.27%
J.W. Cole Advisors, Inc.12,120$212.7 萬0.07%
MetLife Investment Management10,837$184.9 萬0.01%
SEB Asset Management AB8,721$148.8 萬0.01%
China Universal Asset Management Co., Ltd.8,337$146.3 萬0.11%
Liontrust Investment Partners LLP7,672$134.6 萬0.02%
HighTower Advisors, LLC7,643$134.1 萬0.00%
Oppenheimer & Co Inc6,228$109.3 萬0.01%
Concurrent Investment Advisors, LLC6,061$106.4 萬0.01%
Concentric Capital Strategies, LP4,944$86.8 萬0.08%
Empowered Funds, LLC4,297$75.4 萬0.00%
Sandler Capital Management4,100$71.9 萬0.49%
Corient IA LLC4,000$70.2 萬0.66%
Oak Ridge Investments LLC3,926$68.9 萬0.05%
First Trust Advisors LP3,811$66.0 萬0.00%
Stifel Financial Corp3,279$57.5 萬0.00%
Sit Investment Associates Inc3,222$56.5 萬0.01%
Osmosis Investment Management UK Ltd2,903$49.5 萬0.01%
Silverleafe Capital Partners, LLC2,776$48.7 萬0.15%
RIA Advisory Group LLC2,499$43.9 萬0.11%
Frank, Rimerman Advisors LLC2,424$42.5 萬0.03%
E Fund Management (Hong Kong) Co., Ltd.2,371$41.6 萬0.19%
Mitsubishi UFJ Trust & Banking Corp2,260$39.7 萬0.00%
HSBC Holdings PLC2,215$38.4 萬0.00%
Baron Wealth Management LLC2,035$35.7 萬0.11%
Brookstone Capital Management2,002$35.1 萬0.00%
Ballentine Partners, LLC1,982$34.8 萬0.00%
Cigna Investments Inc2,023$34.5 萬0.05%
Aigen Investment Management, LP1,919$33.7 萬0.09%
StoneX Group Inc.1,834$32.2 萬0.02%
BankChampaign, National Association1,865$31.8 萬0.32%
HHM Wealth Advisors, LLC1,700$29.8 萬0.03%
Colony Group, LLC1,619$28.4 萬0.00%
Huntleigh Advisors, Inc.1,570$27.6 萬0.05%
GW Henssler & Associates Ltd1,556$27.3 萬0.01%
M&T Bank Corp1,458$25.7 萬0.00%
Argent Trust Co1,430$25.1 萬0.01%
Ironwood Investment Counsel, LLC1,384$24.3 萬0.03%
Magnetar Financial LLC1,367$24.0 萬0.00%
Seven Mile Advisory1,339$23.5 萬0.17%
Integrated Wealth Concepts LLC1,321$23.2 萬0.00%
Park National Corp1,318$23.1 萬0.01%
PCM Encore, LLC1,310$23.0 萬0.05%
Absolute Gestao de Investimentos Ltda.1,285$22.5 萬0.03%
Wiley Bros.-Aintree Capital, LLC1,249$21.9 萬0.00%
QRG Capital Management, Inc.1,244$21.8 萬0.00%
Atria Investments LLC1,233$21.6 萬0.00%
Valeo Financial Advisors, LLC1,232$21.6 萬0.01%
TRUE Private Wealth Advisors1,174$20.6 萬0.02%
Meridian Wealth Management, LLC1,158$20.3 萬0.01%
Canandaigua National Corp1,179$20.1 萬0.02%
Truxt Investmentos Ltda.1,112$19.5 萬0.13%
Albion Financial Group1,017$17.8 萬0.01%
Advisory Services Network, LLC995$17.5 萬0.00%

清倉機構（54 家）

2025 年第 4 季季末持有 Tower Semiconductor Ltd、2026 年第 1 季有申報但已經沒有持有的機構。

2026 年第 1 季清倉 TSEM 的機構
機構2025 年第 4 季股數2025 年第 4 季市值
Point72 Asset Management, L.P.1,613,540$1.89 億
Barrow Hanley Mewhinney & Strauss LLC846,953$9,945 萬
Situational Awareness LP723,004$8,490 萬
PointState Capital LP480,614$5,643 萬
Balyasny Asset Management LLC372,713$4,376 萬
Arrowstreet Capital, Limited Partnership226,560$2,659 萬
T. Rowe Price Investment Management, Inc.156,107$1,833 萬
Benchstone Capital Management LP96,225$1,130 萬
Tairen Capital Ltd90,000$1,057 萬
Trexquant Investment LP70,978$833.4 萬
Voloridge Investment Management, LLC58,176$683.1 萬
Itau Unibanco Holding S.A.34,000$410.0 萬
Squarepoint Ops LLC32,938$386.8 萬
AQR Capital Management LLC29,251$342.4 萬
Two Sigma Advisers, LP28,900$339.3 萬
Shellback Capital, LP25,000$293.6 萬
Counterpoint Mutual Funds LLC24,267$284.9 萬
Lazard Asset Management LLC21,324$250.4 萬
Clear Street Markets LLC20,428$239.9 萬
Massar Capital Management, LP13,334$156.6 萬
Boston Partners12,835$150.7 萬
Oak Associates, Ltd12,635$148.4 萬
Fox Run Management, L.L.C.11,192$131.4 萬
Capital Fund Management S.A.10,907$128.1 萬
Gsa Capital Partners LLP10,098$118.6 萬
Verdence Capital Advisors LLC8,920$104.7 萬
Dockside LLC8,357$98.1 萬
Central Pacific Bank - Trust Division8,006$94.0 萬
K2 Principal Fund, L.P.7,411$87.0 萬
XTX Topco Ltd7,183$84.3 萬
Quantbot Technologies LP5,632$66.1 萬
Commonwealth of Pennsylvania Public School Empls Retrmt Sys5,268$61.9 萬
Fosun International Ltd5,000$58.7 萬
FORA Capital, LLC4,447$52.2 萬
Harbor Capital Advisors, Inc.3,806$44.7 萬
CSM Advisors, LLC3,199$37.5 萬
Thompson Davis & Co., Inc.2,900$34.1 萬
Jump Financial, LLC2,850$33.5 萬
Skopos Labs, Inc.2,706$32.8 萬
AlphaCore Capital LLC2,731$32.1 萬
Forum Financial Management, LP2,254$26.5 萬
DRW Securities, LLC2,206$25.9 萬
Kestra Private Wealth Services, LLC2,078$24.4 萬
Newbridge Financial Services Group, Inc.1,985$23.3 萬
Ground Swell Capital, LLC1,980$23.2 萬
Hollencrest Capital Management1,912$22.5 萬
Pinpoint Asset Management (Singapore) Pte. Ltd.1,066$12.5 萬
TCTC Holdings, LLC706$8.29 萬
Kestra Advisory Services, LLC444$5.21 萬
Bessemer Group Inc137$1.60 萬
Commonwealth Retirement Investments LLC100$1.17 萬
Rialto Wealth Management, LLC78$9,159
HM Payson & Co65$7,633
Greenline Wealth Management LLC4$473

尚未申報 2026 年第 1 季的機構（8 家）

2025 年第 4 季季末持有 Tower Semiconductor Ltd、還沒有申報 2026 年第 1 季 13F 的機構。沒申報不代表賣出，所以不算清倉。

2025 年第 4 季持有 TSEM、尚未申報 2026 年第 1 季的機構
機構2025 年第 4 季股數2025 年第 4 季市值
Vanguard Group Inc4,338,080$5.07 億
Norges Bank368,669$4,322 萬
UBS Oconnor LLC12,739$149.6 萬
Canandaigua National Bank & Trust Co2,209$25.9 萬
Global Retirement Partners, LLC2,068$24.3 萬
CIBC Private Wealth Group, LLC441$5.18 萬
Stephens Consulting, LLC100$1.17 萬
ORG Partners LLC14$1,643