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 13F 持有人
Tower Semiconductor Ltd 在 2026/6/30 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
- 454
- 較 2026 年第 1 季 +79 家
- 持有股數
- 6,315 萬
- 較 2026 年第 1 季 −500.0 萬 (−7.3%)
- 總市值
- $164.0 億
- 較 2026 年第 1 季 +$45.0 億 (+37.9%)
- 新進機構
- 131
- 另有 113 家加碼
- 清倉機構
- 52
- 另有 167 家減碼
另有 7 家機構在 2026 年第 1 季持有、還沒有申報 2026 年第 2 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 2 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 2026 年第 1 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Metatron Capital SICAV plc - Metatron Long Term Equity Fund | 2,800 | $73.0 萬 | 0.36% | +2,800 | 新進 |
| Silverleafe Capital Partners, LLC | 2,860 | $74.5 萬 | 0.20% | +84+3.0% | 加碼 |
| Brant Point Investment Management LLC | 3,000 | $78.2 萬 | 0.17% | +3,000 | 新進 |
| Monolith Management Ltd | 3,000 | $78.2 萬 | 0.47% | −56,300−94.9% | 減碼 |
| Walleye Trading LLC | 3,048 | $79.4 萬 | 0.01% | −23,788−88.6% | 減碼 |
| Cambridge Investment Research Advisors, Inc. | 3,082 | $80.3 萬 | 0.00% | +1,209+64.5% | 加碼 |
| Global Retirement Partners, LLC | 3,107 | $81.0 萬 | 0.01% | +3,107 | 新進 |
| Vise Technologies, Inc. | 3,133 | $81.7 萬 | 0.01% | −132−4.0% | 減碼 |
| Virtu Financial LLC | 3,262 | $85.0 萬 | 0.03% | −12,851−79.8% | 減碼 |
| Signaturefd, LLC | 3,447 | $89.8 萬 | 0.01% | +670+24.1% | 加碼 |
| Kornitzer Capital Management Inc | 3,500 | $91.2 萬 | 0.02% | +3,500 | 新進 |
| Truist Financial Corp | 3,586 | $93.5 萬 | 0.00% | −1,843−33.9% | 減碼 |
| Mercer Global Advisors Inc | 3,618 | $94.3 萬 | 0.00% | +3,618 | 新進 |
| Castleark Management LLC | 3,680 | $95.9 萬 | 0.03% | −49,560−93.1% | 減碼 |
| Catalytic Wealth RIA, LLC | 3,820 | $99.6 萬 | 0.06% | +3,820 | 新進 |
| Ethic Inc. | 3,831 | $99.9 萬 | 0.01% | +3,831 | 新進 |
| Ensign Peak Advisors, Inc | 3,950 | $101.3 萬 | 0.00% | +3,950 | 新進 |
| Dana Investment Advisors, Inc. | 3,923 | $102.2 萬 | 0.03% | +3,923 | 新進 |
| Vident Advisory, LLC | 3,934 | $102.5 萬 | 0.01% | −2,471−38.6% | 減碼 |
| Corient IA LLC | 4,000 | $104.3 萬 | 0.96% | 00.0% | 不變 |
| Jones Financial Companies LLLP | 4,207 | $105.1 萬 | 0.00% | +2,174+106.9% | 加碼 |
| GeoWealth Management, LLC | 4,184 | $109.0 萬 | 0.03% | +4,184 | 新進 |
| Concurrent Investment Advisors, LLC | 4,237 | $110.4 萬 | 0.01% | −1,824−30.1% | 減碼 |
| Caitong International Asset Management Co., Ltd | 4,302 | $112.1 萬 | 0.15% | −10,915−71.7% | 減碼 |
| Jump Financial, LLC | 4,334 | $113.0 萬 | 0.01% | +4,334 | 新進 |
| Oppenheimer & Co Inc | 4,353 | $113.5 萬 | 0.01% | −1,875−30.1% | 減碼 |
| Wolverine Asset Management LLC | 4,357 | $113.6 萬 | 0.01% | 00.0% | 不變 |
| Y-Intercept (Hong Kong) Ltd | 4,379 | $114.1 萬 | 0.02% | +4,379 | 新進 |
| BNP Paribas Arbitrage, SA | 4,432 | $115.5 萬 | 0.00% | +269+6.5% | 加碼 |
| ASR Vermogensbeheer N.V. | 4,605 | $118.1 萬 | 0.01% | +4,605 | 新進 |
| Advisor Group Holdings, Inc. | 4,654 | $121.3 萬 | 0.00% | +372+8.7% | 加碼 |
| Stifel Financial Corp | 4,691 | $122.3 萬 | 0.00% | +1,412+43.1% | 加碼 |
| Goldstream Capital Management Ltd | 4,794 | $125.0 萬 | 1.49% | −11,511−70.6% | 減碼 |
| Virtus ETF Advisers LLC | 4,594 | $125.4 萬 | 0.48% | −7,335−61.5% | 減碼 |
| J.W. Cole Advisors, Inc. | 4,831 | $125.9 萬 | 0.02% | −7,289−60.1% | 減碼 |
| The PNC Financial Services Group, Inc. | 4,840 | $126.1 萬 | 0.00% | −1,660−25.5% | 減碼 |
| Empowered Funds, LLC | 4,906 | $127.9 萬 | 0.01% | +609+14.2% | 加碼 |
| SBI Securities Co., Ltd. | 5,019 | $130.8 萬 | 0.03% | +4,088+439.1% | 加碼 |
| Legacy Capital Group California, Inc. | 5,169 | $134.7 萬 | 0.41% | +5,169 | 新進 |
| Evergreen Capital Management LLC | 5,285 | $137.7 萬 | 0.02% | −243−4.4% | 減碼 |
| Cramer Rosenthal McGlynn LLC | 5,321 | $138.7 萬 | 0.07% | −118,028−95.7% | 減碼 |
| Rockefeller Capital Management L.P. | 5,509 | $143.6 萬 | 0.00% | −1,832−25.0% | 減碼 |
| Cetera Investment Advisers | 5,724 | $149.2 萬 | 0.00% | −1,230−17.7% | 減碼 |
| Telligent Fund, LP | 6,000 | $156.4 萬 | 1.15% | +6,000 | 新進 |
| Mitsubishi UFJ Asset Management (UK) Ltd. | 6,000 | $156.4 萬 | 0.73% | +6,000 | 新進 |
| Northern Trust Corp | 6,005 | $156.5 萬 | 0.00% | −42,003−87.5% | 減碼 |
| Fox Run Management, L.L.C. | 6,157 | $160.5 萬 | 0.27% | +6,157 | 新進 |
| Kultura Capital Management LP | 6,300 | $164.2 萬 | 0.75% | −28,500−81.9% | 減碼 |
| Tectonic Advisors LLC | 6,456 | $168.3 萬 | 0.08% | −4,295−39.9% | 減碼 |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 6,500 | $169.4 萬 | 0.00% | +6,500 | 新進 |
| Hunter Perkins Capital Management, LLC | 6,738 | $175.6 萬 | 0.39% | −3,522−34.3% | 減碼 |
| Maxi Investments CY Ltd | 6,800 | $177.2 萬 | 0.36% | +6,800 | 新進 |
| Commonwealth Equity Services, LLC | 6,928 | $180.6 萬 | 0.00% | +102+1.5% | 加碼 |
| O'Shaughnessy Asset Management, LLC | 6,938 | $180.8 萬 | 0.01% | +2,870+70.6% | 加碼 |
| Capstone Capital Management Ltd | 7,137 | $186.0 萬 | 0.83% | +7,137 | 新進 |
| Wells Fargo & Company | 7,251 | $189.0 萬 | 0.00% | −2,164−23.0% | 減碼 |
| Mariner, LLC | 7,278 | $189.7 萬 | 0.00% | −181−2.4% | 減碼 |
| Dockside LLC | 7,487 | $195.1 萬 | 0.46% | +7,487 | 新進 |
| Public Employees Retirement System of Ohio | 7,967 | $204.4 萬 | 0.01% | +2,106+35.9% | 加碼 |
| Bridgewater Associates, LP | 7,933 | $206.8 萬 | 0.01% | −454,792−98.3% | 減碼 |
| Nomura Holdings Inc | 8,041 | $209.6 萬 | 0.01% | −52,233−86.7% | 減碼 |
| Vestmark Advisory Solutions, Inc. | 8,161 | $212.7 萬 | 0.02% | −11,127−57.7% | 減碼 |
| HighTower Advisors, LLC | 8,207 | $213.9 萬 | 0.00% | +564+7.4% | 加碼 |
| Callan Family Office, LLC | 8,259 | $215.3 萬 | 0.04% | −126−1.5% | 減碼 |
| Titan Global Capital Management USA LLC | 8,311 | $216.6 萬 | 0.27% | +8,311 | 新進 |
| Thrivent Financial for Lutherans | 8,343 | $216.7 萬 | 0.00% | −3,003−26.5% | 減碼 |
| SNS Financial Group, LLC | 8,420 | $219.5 萬 | 0.04% | +8,420 | 新進 |
| Brinker Capital Investments, LLC | 8,577 | $223.5 萬 | 0.02% | −1,806−17.4% | 減碼 |
| Liontrust Investment Partners LLP | 8,811 | $229.6 萬 | 0.03% | +1,139+14.8% | 加碼 |
| Mediolanum International Funds Ltd | 9,275 | $237.1 萬 | 0.02% | +9,275 | 新進 |
| China Universal Asset Management Co., Ltd. | 9,503 | $247.7 萬 | 0.15% | +1,166+14.0% | 加碼 |
| MML Investors Services, LLC | 9,516 | $248.0 萬 | 0.01% | −1,029−9.8% | 減碼 |
| Ci Investments Inc. | 9,942 | $259.1 萬 | 0.01% | +9,942 | 新進 |
| DnB Asset Management AS | 9,990 | $260.4 萬 | 0.01% | +9,990 | 新進 |
| ARK Investment Management LLC大師方舟投資 | 10,126 | $263.9 萬 | 0.02% | −7,964−44.0% | 減碼 |
| Katamaran Capital LLP | 10,169 | $265.0 萬 | 2.27% | −2,258−18.2% | 減碼 |
| MetLife Investment Management | 10,634 | $273.2 萬 | 0.01% | −203−1.9% | 減碼 |
| XTX Topco Ltd | 10,507 | $273.9 萬 | 0.04% | +10,507 | 新進 |
| Quent Capital, LLC | 11,000 | $286.7 萬 | 0.18% | 00.0% | 不變 |
| CVFG LLC | 11,246 | $293.1 萬 | 0.31% | +11,246 | 新進 |
| Quantbot Technologies LP | 11,672 | $304.2 萬 | 0.12% | +11,672 | 新進 |
| Hel Ved Capital Management Ltd | 11,820 | $308.1 萬 | 0.43% | +11,820 | 新進 |
| Quantinno Capital Management LP | 12,126 | $316.1 萬 | 0.00% | +1,904+18.6% | 加碼 |
| US Bancorp | 12,206 | $318.1 萬 | 0.00% | −5,807−32.2% | 減碼 |
| Entropy Technologies, LP | 12,426 | $323.9 萬 | 0.13% | +12,426 | 新進 |
| Simplex Trading, LLC | 12,809 | $333.9 萬 | 0.09% | +4,867+61.3% | 加碼 |
| Boothbay Fund Management, LLC | 13,307 | $346.8 萬 | 0.07% | −1,452−9.8% | 減碼 |
| Plato Investment Management Ltd | 13,690 | $349.1 萬 | 0.20% | +13,690 | 新進 |
| Marex Group plc | 14,162 | $369.1 萬 | 0.03% | −656−4.4% | 減碼 |
| Harvest Fund Management Co., Ltd | 14,329 | $373.1 萬 | 0.12% | +111+0.8% | 加碼 |
| Fideuram Asset Management (Ireland) dac | 5,460 | $378.4 萬 | 0.07% | +5,460 | 新進 |
| E Fund Management Co., Ltd. | 14,903 | $388.4 萬 | 0.09% | −332,849−95.7% | 減碼 |
| Vanguard Portfolio Management LLC | 15,264 | $395.2 萬 | 0.00% | 00.0% | 不變 |
| Legato Capital Management LLC | 15,186 | $395.8 萬 | 0.33% | −1,985−11.6% | 減碼 |
| State of Wyoming | 15,449 | $402.7 萬 | 0.41% | +5,274+51.8% | 加碼 |
| Armistice Capital, LLC | 16,199 | $422.2 萬 | 0.12% | +1,319+8.9% | 加碼 |
| Navellier & Associates Inc | 16,211 | $422.5 萬 | 0.33% | +1,560+10.6% | 加碼 |
| EAM Global Investors LLC | 16,594 | $432.5 萬 | 12.41% | −7,714−31.7% | 減碼 |
| Taylor Frigon Capital Management LLC | 16,653 | $434.0 萬 | 2.03% | −140−0.8% | 減碼 |
| Schonfeld Strategic Advisors LLC | 16,954 | $441.9 萬 | 0.02% | −286,880−94.4% | 減碼 |