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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 2 季與 2026 年第 1 季比較

持有 Tower Semiconductor Ltd 的機構從 2026 年第 1 季到 2026 年第 2 季的變化。

2026 年第 2 季全部持有人2026 年第 1 季全部持有人

TSEM 的 13F 持有人：2026 年第 1 季與 2026 年第 2 季比較
項目2026 年第 1 季其中尚未申報 2026 年第 2 季2026 年第 2 季變化
持有家數3827454+79
股數6,925 萬110.0 萬6,315 萬−500.0 萬 (−7.3%)
市值$120.9 億$1.93 億$164.0 億+$45.0 億 (+37.9%)

7 家機構在 2026 年第 1 季持有、還沒有申報 2026 年第 2 季：沒申報不算清倉，所以變化不計入它們。

新進機構（131 家）

2026 年第 2 季季末持有 Tower Semiconductor Ltd、2026 年第 1 季季末沒有持有的機構。

依市值列出前 100 家，共 131 家。

2026 年第 2 季新進 TSEM 的機構
機構股數市值佔組合 %
Jupiter Topco LLC1,464,914$3.82 億0.16%
Arrowstreet Capital, Limited Partnership928,208$2.41 億0.11%
Norges Bank763,552$1.98 億0.02%
Axiom Investors LLC523,887$1.37 億1.18%
Dimensional Fund Advisors LP140,642$3,666 萬0.01%
Trexquant Investment LP122,091$3,182 萬0.20%
Capital Fund Management S.A.113,379$2,955 萬0.21%
Benchstone Capital Management LP66,967$1,745 萬2.17%
SG Capital Management LLC60,952$1,589 萬1.44%
Munro Partners56,530$1,473 萬0.33%
BNP PARIBAS ASSET MANAGEMENT Holding S.A.46,445$1,190 萬0.01%
Himension Fund45,487$1,186 萬0.73%
Jain Global LLC44,618$1,163 萬0.14%
Winton Group Ltd36,800$959.2 萬0.31%
Mirae Asset Global Investments Co., Ltd.35,225$918.1 萬0.02%
Balyasny Asset Management LLC29,778$776.1 萬0.01%
Melqart Asset Management (UK) Ltd24,811$646.7 萬0.62%
Squarepoint Ops LLC21,425$558.4 萬0.01%
Intech Investment Management LLC21,018$539.2 萬0.05%
Holocene Advisors, LP17,564$457.8 萬0.01%
Fideuram Asset Management (Ireland) dac5,460$378.4 萬0.07%
Plato Investment Management Ltd13,690$349.1 萬0.20%
Entropy Technologies, LP12,426$323.9 萬0.13%
Hel Ved Capital Management Ltd11,820$308.1 萬0.43%
Quantbot Technologies LP11,672$304.2 萬0.12%
CVFG LLC11,246$293.1 萬0.31%
XTX Topco Ltd10,507$273.9 萬0.04%
DnB Asset Management AS9,990$260.4 萬0.01%
Ci Investments Inc.9,942$259.1 萬0.01%
Mediolanum International Funds Ltd9,275$237.1 萬0.02%
SNS Financial Group, LLC8,420$219.5 萬0.04%
Titan Global Capital Management USA LLC8,311$216.6 萬0.27%
Dockside LLC7,487$195.1 萬0.46%
Capstone Capital Management Ltd7,137$186.0 萬0.83%
Maxi Investments CY Ltd6,800$177.2 萬0.36%
Mitsubishi UFJ Kokusai Asset Management Co., Ltd.6,500$169.4 萬0.00%
Fox Run Management, L.L.C.6,157$160.5 萬0.27%
Mitsubishi UFJ Asset Management (UK) Ltd.6,000$156.4 萬0.73%
Telligent Fund, LP6,000$156.4 萬1.15%
Legacy Capital Group California, Inc.5,169$134.7 萬0.41%
ASR Vermogensbeheer N.V.4,605$118.1 萬0.01%
Y-Intercept (Hong Kong) Ltd4,379$114.1 萬0.02%
Jump Financial, LLC4,334$113.0 萬0.01%
GeoWealth Management, LLC4,184$109.0 萬0.03%
Dana Investment Advisors, Inc.3,923$102.2 萬0.03%
Ensign Peak Advisors, Inc3,950$101.3 萬0.00%
Ethic Inc.3,831$99.9 萬0.01%
Catalytic Wealth RIA, LLC3,820$99.6 萬0.06%
Mercer Global Advisors Inc3,618$94.3 萬0.00%
Kornitzer Capital Management Inc3,500$91.2 萬0.02%
Global Retirement Partners, LLC3,107$81.0 萬0.01%
Brant Point Investment Management LLC3,000$78.2 萬0.17%
Metatron Capital SICAV plc - Metatron Long Term Equity Fund2,800$73.0 萬0.36%
Tudor Investment Corp Et Al2,771$72.2 萬0.00%
Metis Global Partners, LLC2,702$69.3 萬0.02%
Maverick Capital Ltd大師Maverick 資本2,659$69.3 萬0.01%
Two Sigma Securities, LLC2,565$66.9 萬0.06%
Laird Norton Trust Company, LLC2,498$65.1 萬0.01%
AnglePoint Asset Management Ltd2,497$65.1 萬0.42%
CenterBook Partners LP2,155$56.2 萬0.03%
Sava Infond d.o.o.2,100$54.7 萬0.04%
Cerity Partners LLC2,082$54.3 萬0.00%
Royal London Asset Management Ltd2,044$53.3 萬0.00%
Newbridge Financial Services Group, Inc.1,979$51.6 萬0.06%
Eddie Patel Inc1,968$51.3 萬0.31%
Daiwa Securities Group Inc.1,854$48.3 萬0.00%
AQR Capital Management LLC1,754$45.0 萬0.00%
Wellington Shields Capital Management, LLC1,640$42.7 萬0.05%
National Asset Management, Inc.1,610$41.1 萬0.02%
BTG Pactual Asset Management US LLC1,574$40.4 萬0.03%
Chicago Capital, LLC1,463$38.1 萬0.01%
Teza Capital Management LLC1,439$37.5 萬0.72%
Captrust Financial Advisors1,397$36.4 萬0.00%
Centiva Capital, LP1,351$35.2 萬0.01%
GTS Securities LLC1,296$33.8 萬0.01%
T3 Companies, LLC1,255$32.7 萬0.37%
Headlands Technologies LLC1,248$32.5 萬0.03%
Fulcrum Equity Management1,200$31.3 萬0.25%
R2 Capital Strategies, LLC1,200$31.3 萬0.14%
Wedbush Securities Inc1,151$30.0 萬0.01%
Crestwood Advisors Group LLC1,140$29.7 萬0.00%
180 Wealth Advisors, LLC1,124$29.3 萬0.03%
Ledyard National Bank1,095$28.5 萬0.02%
We Are One Seven, LLC1,047$27.3 萬0.00%
Mariner Investment Group LLC1,000$26.1 萬0.06%
Point72 Asset Management, L.P.1,000$26.1 萬0.00%
Western Wealth Management, LLC981$25.6 萬0.01%
Vilga Financial Planning LLC953$24.8 萬0.19%
Oak Harvest Investment Services905$23.6 萬0.02%
Coastal Investment Advisors, Inc.902$23.5 萬0.07%
Levin Capital Strategies, L.P.850$22.2 萬0.01%
Graham Capital Management, L.P.849$22.1 萬0.01%
TCG Advisory Services, LLC841$21.9 萬0.00%
Ibex Wealth Advisors823$21.5 萬0.02%
Coldstream Capital Management Inc821$21.4 萬0.00%
Kingsview Wealth Management, LLC816$21.3 萬0.00%
Nwam LLC814$21.2 萬0.01%
Colonial River Wealth Management, LLC809$21.1 萬0.06%
Greenleaf Trust771$20.1 萬0.00%
Compagnie Lombard Odier SCmA637$16.6 萬0.00%

清倉機構（52 家）

2026 年第 1 季季末持有 Tower Semiconductor Ltd、2026 年第 2 季有申報但已經沒有持有的機構。

2026 年第 2 季清倉 TSEM 的機構
機構2026 年第 1 季股數2026 年第 1 季市值
Meitav Dash Investments Ltd1,777,487$3.08 億
WT Asset Management Ltd1,467,302$2.57 億
Whale Rock Capital Management LLC1,066,737$1.87 億
E20 Capital Ltd613,788$1.08 億
Value Aligned Research Advisors, LLC270,441$4,746 萬
Rokos Capital Management LLP237,628$4,171 萬
Evergreen Quality Fund GP, Ltd.163,600$2,871 萬
BIT Capital GmbH153,660$2,696 萬
Valliance Asset Management Ltd130,200$2,285 萬
Park West Asset Management LLC86,540$1,519 萬
Silvercrest Asset Management Group LLC75,043$1,317 萬
Healthcare of Ontario Pension Plan Trust Fund73,900$1,297 萬
Nishkama Capital, LLC69,225$1,215 萬
Persistent Asset Partners Ltd67,608$1,186 萬
Science & Technology Partners, L.P.45,300$794.9 萬
Hidden Lake Asset Management LP40,464$710.1 萬
Q Fund Management (Hong Kong) Ltd40,200$705.4 萬
Polymer Capital Management (HK) LTD32,826$576.0 萬
Granahan Investment Management Inc29,902$524.7 萬
Pier Capital, LLC29,096$510.6 萬
Man Group plc28,126$493.6 萬
Yahav Achim Ve Achayot - Provident Funds Management Co Ltd.27,858$488.9 萬
Polymer Capital Management (US) LLC27,694$486.0 萬
Susquehanna Advisors Group, Inc.23,408$410.8 萬
Dymon Asia Capital (Singapore) Pte. Ltd.20,800$365.0 萬
Private Advisor Group, LLC20,342$357.0 萬
IMC-Chicago, LLC18,458$323.9 萬
New York State Common Retirement Fund17,874$313.7 萬
Concentric Capital Strategies, LP4,944$86.8 萬
Sandler Capital Management4,100$71.9 萬
Osmosis Investment Management UK Ltd2,903$49.5 萬
RIA Advisory Group LLC2,499$43.9 萬
HSBC Holdings PLC2,215$38.4 萬
Aigen Investment Management, LP1,919$33.7 萬
StoneX Group Inc.1,834$32.2 萬
Ironwood Investment Counsel, LLC1,384$24.3 萬
Park National Corp1,318$23.1 萬
Absolute Gestao de Investimentos Ltda.1,285$22.5 萬
Atria Investments LLC1,233$21.6 萬
Meridian Wealth Management, LLC1,158$20.3 萬
Truxt Investmentos Ltda.1,112$19.5 萬
Advisory Services Network, LLC995$17.5 萬
Hanson & Doremus Investment Management300$5.30 萬
Wall Street Financial Group, Inc.200$3.51 萬
MAI Capital Management142$2.49 萬
Golden State Equity Partners68$1.19 萬
Rachor Investment Advisory Services, LLC24$4,212
Massmutual Trust Co FSB17$2,983
Innovative Asset Advisors Group, LLC11$1,930
Toth Financial Advisory Corp8$1,404
Friedenthal Financial4$702
Root Financial Partners, LLC3$526

尚未申報 2026 年第 2 季的機構（7 家）

2026 年第 1 季季末持有 Tower Semiconductor Ltd、還沒有申報 2026 年第 2 季 13F 的機構。沒申報不代表賣出，所以不算清倉。

2026 年第 1 季持有 TSEM、尚未申報 2026 年第 2 季的機構
機構2026 年第 1 季股數2026 年第 1 季市值
Janus Henderson Group PLC1,081,175$1.90 億
DGS Capital Management, LLC15,411$270.4 萬
Bedell Frazier Investment Counseling, LLC2,200$38.6 萬
Canandaigua National Corp1,179$20.1 萬
USA Financial Portformulas Corp182$3.19 萬
CWM, LLC15$2,632
Sunbelt Securities, Inc.3$526