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 13F 持有人
Tower Semiconductor Ltd 在 2026/3/31 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
- 382
- 較 2025 年第 4 季 +78 家
- 持有股數
- 6,925 萬
- 較 2025 年第 4 季 +68.2 萬 (+1.0%)
- 總市值
- $120.9 億
- 較 2025 年第 4 季 +$40.4 億 (+50.2%)
- 新進機構
- 132
- 另有 91 家加碼
- 清倉機構
- 54
- 另有 127 家減碼
另有 8 家機構在 2025 年第 4 季持有、還沒有申報 2026 年第 1 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 |
2026 年第 1 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 4 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Valliance Asset Management Ltd | 130,200 | $2,285 萬 | 18.74% | +130,200 | 新進 |
| Raymond James Financial Inc | 139,602 | $2,290 萬 | 0.01% | +88,546+173.4% | 加碼 |
| Victory Capital Management Inc | 130,615 | $2,292 萬 | 0.01% | −74,010−36.2% | 減碼 |
| Calamos Advisors LLC | 133,597 | $2,344 萬 | 0.09% | +108,854+439.9% | 加碼 |
| American Century Companies Inc | 143,103 | $2,511 萬 | 0.01% | −63,342−30.7% | 減碼 |
| Credit Agricole S A | 143,593 | $2,520 萬 | 0.08% | −138,551−49.1% | 減碼 |
| Polar Capital Holdings Plc | 145,513 | $2,553 萬 | 0.11% | +82,954+132.6% | 加碼 |
| Sphera Funds Management Ltd. | 145,735 | $2,557 萬 | 4.40% | +23,222+19.0% | 加碼 |
| Alta Park Capital, LP | 151,666 | $2,661 萬 | 4.28% | −14,138−8.5% | 減碼 |
| BIT Capital GmbH | 153,660 | $2,696 萬 | 1.50% | +153,660 | 新進 |
| Franklin Resources Inc | 161,489 | $2,832 萬 | 0.01% | −23,534−12.7% | 減碼 |
| Bank of New York Mellon Corp | 161,470 | $2,833 萬 | 0.01% | +153,498+1,925.5% | 加碼 |
| Evergreen Quality Fund GP, Ltd. | 163,600 | $2,871 萬 | 0.66% | +163,600 | 新進 |
| Herald Investment Management Ltd | 166,000 | $2,913 萬 | 4.06% | −14,000−7.8% | 減碼 |
| Alliancebernstein L.P. | 270,467 | $3,176 萬 | 0.01% | +98,920+57.7% | 加碼 |
| Deutsche Bank AG | 181,466 | $3,184 萬 | 0.01% | +153,341+545.2% | 加碼 |
| Voya Investment Management LLC | 191,411 | $3,188 萬 | 0.03% | −281,286−59.5% | 減碼 |
| Qube Research & Technologies Ltd | 182,495 | $3,202 萬 | 0.05% | −37,330−17.0% | 減碼 |
| Think Investments LP | 185,400 | $3,253 萬 | 4.39% | +185,400 | 新進 |
| Allspring Global Investments Holdings, LLC | 181,619 | $3,398 萬 | 0.06% | +181,619 | 新進 |
| Vanguard Asset Management, Ltd | 194,522 | $3,441 萬 | 0.03% | +194,522 | 新進 |
| TD Asset Management Inc | 200,874 | $3,501 萬 | 0.03% | +26,465+15.2% | 加碼 |
| King Luther Capital Management Corp | 200,787 | $3,523 萬 | 0.15% | −60,679−23.2% | 減碼 |
| Rokos Capital Management LLP | 237,628 | $4,171 萬 | 0.74% | +33,263+16.3% | 加碼 |
| Neumeier Poma Investment Counsel LLC | 239,387 | $4,201 萬 | 3.46% | −217,901−47.7% | 減碼 |
| LMR Partners LLP | 244,339 | $4,288 萬 | 0.39% | +13,669+5.9% | 加碼 |
| Nuveen, LLC | 257,197 | $4,388 萬 | 0.01% | +174,033+209.3% | 加碼 |
| Schwartz Investment Counsel Inc | 260,000 | $4,562 萬 | 1.62% | 00.0% | 不變 |
| Value Aligned Research Advisors, LLC | 270,441 | $4,746 萬 | 0.56% | +270,441 | 新進 |
| Renaissance Technologies LLC | 274,749 | $4,821 萬 | 0.08% | +24,200+9.7% | 加碼 |
| Citigroup Inc | 312,323 | $5,329 萬 | 0.03% | +192,311+160.2% | 加碼 |
| Schonfeld Strategic Advisors LLC | 303,834 | $5,332 萬 | 0.43% | +38,557+14.5% | 加碼 |
| Driehaus Capital Management LLC | 326,103 | $5,722 萬 | 0.42% | +326,103 | 新進 |
| Altshuler Shaham Ltd | 340,108 | $5,803 萬 | 1.06% | +313,463+1,176.4% | 加碼 |
| Defiance ETFs, LLC | 332,568 | $5,836 萬 | 0.84% | +16,864+5.3% | 加碼 |
| Canada Pension Plan Investment Board | 343,274 | $5,858 萬 | 0.04% | +1,113+0.3% | 加碼 |
| Penserra Capital Management LLC | 336,867 | $5,911 萬 | 0.69% | +21,163+6.7% | 加碼 |
| E Fund Management Co., Ltd. | 347,752 | $6,102 萬 | 1.81% | +347,752 | 新進 |
| Neuberger Berman Group LLC | 401,079 | $7,038 萬 | 0.05% | +127,935+46.8% | 加碼 |
| Swiss National Bank | 414,850 | $7,063 萬 | 0.04% | +191,839+86.0% | 加碼 |
| Goldman Sachs Group Inc | 407,952 | $7,159 萬 | 0.01% | −1,798,515−81.5% | 減碼 |
| Marshall Wace, LLP | 423,997 | $7,440 萬 | 0.08% | −194,518−31.4% | 減碼 |
| Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management) | 447,991 | $7,861 萬 | 9.96% | 00.0% | 不變 |
| Bridgewater Associates, LP | 462,725 | $8,120 萬 | 0.36% | +462,725 | 新進 |
| Analog Century Management LP | 463,022 | $8,125 萬 | 3.88% | −348,448−42.9% | 減碼 |
| Gilder Gagnon Howe & Co LLC | 471,466 | $8,273 萬 | 0.99% | −488−0.1% | 減碼 |
| SG Americas Securities, LLC | 486,865 | $8,544 萬 | 0.09% | +486,865 | 新進 |
| JPMorgan Chase & Co | 540,893 | $8,577 萬 | 0.01% | +404,017+295.2% | 加碼 |
| Shannon River Fund Management LLC | 504,239 | $8,848 萬 | 16.88% | −98,565−16.4% | 減碼 |
| Legal & General Group Plc | 535,789 | $9,141 萬 | 0.02% | +195,327+57.4% | 加碼 |
| Menora Mivtachim Holdings Ltd. | 522,992 | $9,177 萬 | 0.43% | +400+0.1% | 加碼 |
| Systematic Financial Management LP | 548,860 | $9,631 萬 | 2.21% | −101,928−15.7% | 減碼 |
| Capital International Investors | 572,299 | $1.00 億 | 0.02% | −1,322,862−69.8% | 減碼 |
| Millennium Management LLC | 578,414 | $1.02 億 | 0.08% | −220,858−27.6% | 減碼 |
| UBS Group AG | 583,868 | $1.02 億 | 0.02% | +215,214+58.4% | 加碼 |
| E20 Capital Ltd | 613,788 | $1.08 億 | 10.10% | +613,788 | 新進 |
| Jennison Associates LLC | 615,216 | $1.08 億 | 0.07% | −783,771−56.0% | 減碼 |
| Morgan Stanley | 667,630 | $1.17 億 | 0.01% | +25,376+4.0% | 加碼 |
| Bank of America Corp | 684,343 | $1.20 億 | 0.01% | −240,684−26.0% | 減碼 |
| Summit Partners Public Asset Management, LLC | 692,055 | $1.21 億 | 5.62% | −270,403−28.1% | 減碼 |
| Turiya Advisors Asia Ltd | 766,360 | $1.34 億 | 27.10% | −705,685−47.9% | 減碼 |
| Y.D. More Investments Ltd | 930,690 | $1.58 億 | 6.21% | −79,156−7.8% | 減碼 |
| Wellington Management Group LLP | 958,948 | $1.68 億 | 0.03% | −392,264−29.0% | 減碼 |
| Mawer Investment Management Ltd. | 965,035 | $1.69 億 | 1.10% | +965,035 | 新進 |
| Vanguard Fiduciary Trust Co | 982,628 | $1.74 億 | 0.04% | +982,628 | 新進 |
| Whale Rock Capital Management LLC | 1,066,737 | $1.87 億 | 2.42% | +1,066,737 | 新進 |
| Janus Henderson Group PLC | 1,081,175 | $1.90 億 | 0.09% | +6,458+0.6% | 加碼 |
| GF Fund Management Co. Ltd. | 1,144,395 | $2.01 億 | 3.36% | +835,983+271.1% | 加碼 |
| Jane Street Group, LLC | 1,190,538 | $2.09 億 | 0.22% | +313,058+35.7% | 加碼 |
| Capital World Investors | 1,326,761 | $2.33 億 | 0.03% | +1,326,761 | 新進 |
| WT Asset Management Ltd | 1,467,302 | $2.57 億 | 5.39% | +794,787+118.2% | 加碼 |
| Meitav Dash Investments Ltd | 1,777,487 | $3.08 億 | 3.38% | −106,288−5.6% | 減碼 |
| Harel Insurance Investments & Financial Services Ltd. | 1,989,929 | $3.49 億 | 2.37% | −328,201−14.2% | 減碼 |
| Migdal Insurance & Financial Holdings Ltd. | 2,015,506 | $3.54 億 | 3.07% | −987,300−32.9% | 減碼 |
| Invesco Ltd. | 2,181,175 | $3.83 億 | 0.04% | +870,899+66.5% | 加碼 |
| Senvest Management, LLC | 2,272,079 | $3.99 億 | 13.26% | −1,699,577−42.8% | 減碼 |
| Vanguard Capital Management LLC | 3,083,829 | $5.45 億 | 0.01% | +3,083,829 | 新進 |
| Phoenix Holdings Ltd. | 3,390,687 | $5.95 億 | 5.64% | −438,850−11.5% | 減碼 |
| Clal Insurance Enterprises Holdings Ltd | 3,972,608 | $6.85 億 | 4.14% | −850,230−17.6% | 減碼 |
| BlackRock, Inc. | 4,269,304 | $7.49 億 | 0.01% | +362,160+9.3% | 加碼 |
| Price T Rowe Associates Inc | 7,355,398 | $12.9 億 | 0.15% | +2,673,246+57.1% | 加碼 |
| USS Investment Management Ltd | 33,584 | – | – | +2,167+6.9% | 加碼 |
| Point72 Asset Management, L.P. | 0 | $0 | 0.00% | −1,613,540−100.0% | 清倉 |
| Barrow Hanley Mewhinney & Strauss LLC | 0 | $0 | 0.00% | −846,953−100.0% | 清倉 |
| Situational Awareness LP | 0 | $0 | 0.00% | −723,004−100.0% | 清倉 |
| PointState Capital LP | 0 | $0 | 0.00% | −480,614−100.0% | 清倉 |
| Balyasny Asset Management LLC | 0 | $0 | 0.00% | −372,713−100.0% | 清倉 |
| Arrowstreet Capital, Limited Partnership | 0 | $0 | 0.00% | −226,560−100.0% | 清倉 |
| T. Rowe Price Investment Management, Inc. | 0 | $0 | 0.00% | −156,107−100.0% | 清倉 |
| Benchstone Capital Management LP | 0 | $0 | 0.00% | −96,225−100.0% | 清倉 |
| Tairen Capital Ltd | 0 | $0 | 0.00% | −90,000−100.0% | 清倉 |
| Trexquant Investment LP | 0 | $0 | 0.00% | −70,978−100.0% | 清倉 |
| Voloridge Investment Management, LLC | 0 | $0 | 0.00% | −58,176−100.0% | 清倉 |
| Itau Unibanco Holding S.A. | 0 | $0 | 0.00% | −34,000−100.0% | 清倉 |
| Squarepoint Ops LLC | 0 | $0 | 0.00% | −32,938−100.0% | 清倉 |
| AQR Capital Management LLC | 0 | $0 | 0.00% | −29,251−100.0% | 清倉 |
| Two Sigma Advisers, LP | 0 | $0 | 0.00% | −28,900−100.0% | 清倉 |
| Shellback Capital, LP | 0 | $0 | 0.00% | −25,000−100.0% | 清倉 |
| Counterpoint Mutual Funds LLC | 0 | $0 | 0.00% | −24,267−100.0% | 清倉 |
| Lazard Asset Management LLC | 0 | $0 | 0.00% | −21,324−100.0% | 清倉 |