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 |
|---|---|---|---|---|---|
| Verition Fund Management LLC | 67,557 | $1,185 萬 | 0.11% | +26,680+65.3% | 加碼 |
| Hodges Capital Management Inc. | 65,544 | $1,150 萬 | 0.95% | +750+1.2% | 加碼 |
| Acadian Asset Management LLC | 63,442 | $1,113 萬 | 0.02% | −532,886−89.4% | 減碼 |
| KP Management LLC | 61,035 | $1,071 萬 | 3.07% | 00.0% | 不變 |
| Barclays PLC | 60,492 | $1,062 萬 | 0.00% | +38,076+169.9% | 加碼 |
| Eagle Global Advisors LLC | 60,323 | $1,059 萬 | 0.38% | 00.0% | 不變 |
| Nomura Holdings Inc | 60,274 | $1,058 萬 | 0.09% | +46,568+339.8% | 加碼 |
| Monolith Management Ltd | 59,300 | $1,041 萬 | 4.05% | +59,300 | 新進 |
| G2 Investment Partners Management LLC | 58,787 | $1,032 萬 | 2.54% | −15,213−20.6% | 減碼 |
| Public Sector Pension Investment Board | 57,812 | $986.5 萬 | 0.03% | +57,812 | 新進 |
| Vanguard Investments Australia, Ltd. | 55,363 | $979.2 萬 | 0.03% | +55,363 | 新進 |
| Castleark Management LLC | 53,240 | $934.3 萬 | 0.31% | +53,240 | 新進 |
| Renaissance Group LLC | 53,159 | $932.8 萬 | 0.39% | −9,769−15.5% | 減碼 |
| Toroso Investments, LLC | 52,860 | $927.6 萬 | 0.03% | +5,904+12.6% | 加碼 |
| ExodusPoint Capital Management, LP | 50,885 | $892.9 萬 | 0.09% | +1,662+3.4% | 加碼 |
| Bank Julius Baer & Co. Ltd, Zurich | 54,150 | $888.2 萬 | 0.03% | −59,557−52.4% | 減碼 |
| Ameriprise Financial Inc | 49,407 | $867.0 萬 | 0.00% | −133,178−72.9% | 減碼 |
| Manufacturers Life Insurance Company, The | 50,129 | $855.2 萬 | 0.01% | −102,376−67.1% | 減碼 |
| Northern Trust Corp | 48,008 | $842.4 萬 | 0.00% | −5,935−11.0% | 減碼 |
| Berkshire Capital Holdings Inc | 47,800 | $838.8 萬 | 3.03% | +47,800 | 新進 |
| Russell Investments Group, Ltd. | 46,182 | $810.4 萬 | 0.01% | −20,688−30.9% | 減碼 |
| Bank of Montreal | 45,501 | $798.5 萬 | 0.00% | +22,707+99.6% | 加碼 |
| Science & Technology Partners, L.P. | 45,300 | $794.9 萬 | 2.08% | +45,300 | 新進 |
| Pictet Asset Management Holding SA | 46,385 | $791.4 萬 | 0.01% | +19,236+70.9% | 加碼 |
| Arvin Capital Management LP | 44,135 | $774.5 萬 | 1.81% | 00.0% | 不變 |
| Walleye Capital LLC | 44,011 | $772.3 萬 | 0.05% | +11,725+36.3% | 加碼 |
| State of Wisconsin Investment Board | 44,322 | $756.2 萬 | 0.02% | +41,453+1,444.9% | 加碼 |
| Hidden Lake Asset Management LP | 40,464 | $710.1 萬 | 4.71% | +40,464 | 新進 |
| Q Fund Management (Hong Kong) Ltd | 40,200 | $705.4 萬 | 16.92% | +40,200 | 新進 |
| State Street Corp | 37,059 | $650.3 萬 | 0.00% | −9,910−21.1% | 減碼 |
| Calamos Wealth Management LLC | 36,114 | $633.7 萬 | 0.22% | +36,114 | 新進 |
| Kultura Capital Management LP | 34,800 | $610.7 萬 | 5.59% | −22,200−38.9% | 減碼 |
| Envestnet Asset Management Inc | 34,479 | $605.0 萬 | 0.00% | +3,659+11.9% | 加碼 |
| Rockingstone Advisors LLC | 33,276 | $583.9 萬 | 2.68% | −11,824−26.2% | 減碼 |
| Susquehanna International Group, LLP | 33,114 | $581.1 萬 | 0.01% | +11,321+51.9% | 加碼 |
| Polymer Capital Management (HK) LTD | 32,826 | $576.0 萬 | 0.81% | +32,826 | 新進 |
| Vanguard Global Advisers, LLC | 32,358 | $572.3 萬 | 0.00% | +32,358 | 新進 |
| Cambiar Investors LLC | 32,256 | $566.0 萬 | 0.26% | −17,608−35.3% | 減碼 |
| Portolan Capital Management, LLC | 32,043 | $562.3 萬 | 0.30% | −116,482−78.4% | 減碼 |
| State of Tennessee, Treasury Department | 31,836 | $558.7 萬 | 0.02% | −154,079−82.9% | 減碼 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 31,476 | $552.3 萬 | 0.01% | −10,292−24.6% | 減碼 |
| Van Eck Associates Corp | 30,052 | $527.4 萬 | 0.00% | +4,333+16.8% | 加碼 |
| Granahan Investment Management Inc | 29,902 | $524.7 萬 | 0.25% | −26,893−47.4% | 減碼 |
| Pier Capital, LLC | 29,096 | $510.6 萬 | 0.84% | −38,424−56.9% | 減碼 |
| Korea Investment CORP | 29,837 | $509.0 萬 | 0.01% | +29,837 | 新進 |
| D. E. Shaw & Co., Inc. | 28,850 | $506.3 萬 | 0.00% | −2,217−7.1% | 減碼 |
| EAM Investors, LLC | 28,577 | $501.5 萬 | 0.58% | −10.0% | 減碼 |
| Man Group plc | 28,126 | $493.6 萬 | 0.01% | +28,126 | 新進 |
| Yahav Achim Ve Achayot - Provident Funds Management Co Ltd. | 27,858 | $488.9 萬 | 9.08% | 00.0% | 不變 |
| Polymer Capital Management (US) LLC | 27,694 | $486.0 萬 | 0.72% | −15,578−36.0% | 減碼 |
| Walleye Trading LLC | 26,836 | $470.9 萬 | 0.10% | +26,836 | 新進 |
| Gunderson Capital Management Inc. | 26,219 | $460.1 萬 | 1.92% | +26,219 | 新進 |
| HRT Financial LP | 26,005 | $456.3 萬 | 0.01% | −9,234−26.2% | 減碼 |
| EAM Global Investors LLC | 24,308 | $426.6 萬 | 9.05% | −416−1.7% | 減碼 |
| Susquehanna Advisors Group, Inc. | 23,408 | $410.8 萬 | 0.19% | −23,014−49.6% | 減碼 |
| Waters Parkerson & Co., LLC | 22,868 | $401.3 萬 | 0.21% | −302−1.3% | 減碼 |
| GHP Investment Advisors, Inc. | 22,437 | $393.7 萬 | 0.16% | 00.0% | 不變 |
| Creative Planning | 22,193 | $389.4 萬 | 0.00% | +10,634+92.0% | 加碼 |
| Hood River Capital Management LLC | 21,659 | $380.1 萬 | 0.04% | −372,333−94.5% | 減碼 |
| Dymon Asia Capital (Singapore) Pte. Ltd. | 20,800 | $365.0 萬 | 0.80% | +20,800 | 新進 |
| Private Advisor Group, LLC | 20,342 | $357.0 萬 | 0.02% | +20,342 | 新進 |
| JustInvest LLC | 19,693 | $345.6 萬 | 0.03% | −2,216−10.1% | 減碼 |
| WCM Investment Management, LLC | 21,710 | $344.3 萬 | 0.01% | −164,272−88.3% | 減碼 |
| Vestmark Advisory Solutions, Inc. | 19,288 | $338.5 萬 | 0.04% | −7,904−29.1% | 減碼 |
| DSM Capital Partners LLC | 19,068 | $334.6 萬 | 0.06% | +19,068 | 新進 |
| IMC-Chicago, LLC | 18,458 | $323.9 萬 | 0.05% | +18,458 | 新進 |
| ARK Investment Management LLC大師方舟投資 | 18,090 | $317.4 萬 | 0.02% | −9,508−34.5% | 減碼 |
| US Bancorp | 18,013 | $316.1 萬 | 0.00% | −569−3.1% | 減碼 |
| New York State Common Retirement Fund | 17,874 | $313.7 萬 | 0.00% | −14,684−45.1% | 減碼 |
| Charles Schwab Investment Management Inc | 17,666 | $310.0 萬 | 0.00% | +17,666 | 新進 |
| Legato Capital Management LLC | 17,171 | $301.3 萬 | 0.27% | −10,147−37.1% | 減碼 |
| Taylor Frigon Capital Management LLC | 16,793 | $294.7 萬 | 1.68% | −12,965−43.6% | 減碼 |
| Goldstream Capital Management Ltd | 16,305 | $286.1 萬 | 4.26% | +16,305 | 新進 |
| Virtu Financial LLC | 16,113 | $282.8 萬 | 0.12% | −2,481−13.3% | 減碼 |
| DGS Capital Management, LLC | 15,411 | $270.4 萬 | 0.45% | −548−3.4% | 減碼 |
| Vanguard Portfolio Management LLC | 15,264 | $270.0 萬 | 0.00% | +15,264 | 新進 |
| Caitong International Asset Management Co., Ltd | 15,217 | $267.0 萬 | 0.49% | +14,341+1,637.1% | 加碼 |
| Armistice Capital, LLC | 14,880 | $261.1 萬 | 0.09% | −8,641−36.7% | 減碼 |
| Marex Group plc | 14,818 | $260.0 萬 | 0.03% | +14,818 | 新進 |
| Boothbay Fund Management, LLC | 14,759 | $259.0 萬 | 0.06% | −3,459−19.0% | 減碼 |
| Navellier & Associates Inc | 14,651 | $257.1 萬 | 0.27% | +14,651 | 新進 |
| Harvest Fund Management Co., Ltd | 14,218 | $249.5 萬 | 0.11% | −4,648−24.6% | 減碼 |
| Katamaran Capital LLP | 12,427 | $218.1 萬 | 1.94% | −14,279−53.5% | 減碼 |
| J.W. Cole Advisors, Inc. | 12,120 | $212.7 萬 | 0.07% | +12,120 | 新進 |
| Virtus ETF Advisers LLC | 11,929 | $209.3 萬 | 0.98% | −3,000−20.1% | 減碼 |
| Thrivent Financial for Lutherans | 11,346 | $197.4 萬 | 0.00% | +1,686+17.5% | 加碼 |
| Quent Capital, LLC | 11,000 | $193.0 萬 | 0.14% | 00.0% | 不變 |
| LPL Financial LLC | 10,942 | $192.0 萬 | 0.00% | −10,138−48.1% | 減碼 |
| Tectonic Advisors LLC | 10,751 | $188.7 萬 | 0.10% | +464+4.5% | 加碼 |
| MML Investors Services, LLC | 10,545 | $185.0 萬 | 0.01% | +7,187+214.0% | 加碼 |
| MetLife Investment Management | 10,837 | $184.9 萬 | 0.01% | +10,837 | 新進 |
| Brinker Capital Investments, LLC | 10,383 | $182.2 萬 | 0.02% | −11,385−52.3% | 減碼 |
| Hunter Perkins Capital Management, LLC | 10,260 | $180.0 萬 | 0.42% | −5,520−35.0% | 減碼 |
| Quantinno Capital Management LP | 10,222 | $179.4 萬 | 0.00% | +2,090+25.7% | 加碼 |
| State of Wyoming | 10,175 | $178.6 萬 | 0.21% | −2,879−22.1% | 減碼 |
| Two Sigma Investments, LP | 9,600 | $168.5 萬 | 0.00% | −92,805−90.6% | 減碼 |
| Wells Fargo & Company | 9,415 | $165.2 萬 | 0.00% | +1,567+20.0% | 加碼 |
| SEB Asset Management AB | 8,721 | $148.8 萬 | 0.01% | +8,721 | 新進 |
| Callan Family Office, LLC | 8,385 | $147.1 萬 | 0.03% | −63−0.7% | 減碼 |
| China Universal Asset Management Co., Ltd. | 8,337 | $146.3 萬 | 0.11% | +8,337 | 新進 |