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 |
|---|---|---|---|---|---|
| Divisadero Street Capital Management, LP | 17,000 | $443.1 萬 | 0.10% | −53,000−75.7% | 減碼 |
| Holocene Advisors, LP | 17,564 | $457.8 萬 | 0.01% | +17,564 | 新進 |
| State of Tennessee, Treasury Department | 18,551 | $483.5 萬 | 0.01% | −13,285−41.7% | 減碼 |
| Russell Investments Group, Ltd. | 19,035 | $496.1 萬 | 0.00% | −27,147−58.8% | 減碼 |
| DSM Capital Partners LLC | 19,046 | $496.4 萬 | 0.09% | −22−0.1% | 減碼 |
| Oak Ridge Investments LLC | 19,762 | $515.1 萬 | 0.29% | +15,836+403.4% | 加碼 |
| Waters Parkerson & Co., LLC | 20,038 | $522.3 萬 | 0.26% | −2,830−12.4% | 減碼 |
| Ameriprise Financial Inc | 20,259 | $528.0 萬 | 0.00% | −29,148−59.0% | 減碼 |
| Intech Investment Management LLC | 21,018 | $539.2 萬 | 0.05% | +21,018 | 新進 |
| JustInvest LLC | 20,955 | $546.2 萬 | 0.04% | +1,262+6.4% | 加碼 |
| Squarepoint Ops LLC | 21,425 | $558.4 萬 | 0.01% | +21,425 | 新進 |
| EAM Investors, LLC | 21,954 | $572.2 萬 | 0.51% | −6,623−23.2% | 減碼 |
| Cambiar Investors LLC | 22,308 | $581.4 萬 | 0.25% | −9,948−30.8% | 減碼 |
| GHP Investment Advisors, Inc. | 22,437 | $584.8 萬 | 0.21% | 00.0% | 不變 |
| SEB Asset Management AB | 22,960 | $589.1 萬 | 0.02% | +14,239+163.3% | 加碼 |
| Sit Investment Associates Inc | 22,654 | $590.5 萬 | 0.11% | +19,432+603.1% | 加碼 |
| Envestnet Asset Management Inc | 23,789 | $620.0 萬 | 0.00% | −10,690−31.0% | 減碼 |
| Engineers Gate Manager LP | 23,921 | $623.5 萬 | 0.08% | +21,821+1,039.1% | 加碼 |
| Charles Schwab Investment Management Inc | 24,091 | $627.9 萬 | 0.00% | +6,425+36.4% | 加碼 |
| Verition Fund Management LLC | 24,480 | $638.0 萬 | 0.04% | −43,077−63.8% | 減碼 |
| Melqart Asset Management (UK) Ltd | 24,811 | $646.7 萬 | 0.62% | +24,811 | 新進 |
| Mackenzie Financial Corp | 12,375 | $672.4 萬 | 0.01% | +4,182+51.0% | 加碼 |
| Van Eck Associates Corp | 26,044 | $678.8 萬 | 0.00% | −4,008−13.3% | 減碼 |
| Gunderson Capital Management Inc. | 26,270 | $684.7 萬 | 1.85% | +51+0.2% | 加碼 |
| Korea Investment CORP | 28,393 | $728.4 萬 | 0.01% | −1,444−4.8% | 減碼 |
| Renaissance Group LLC | 28,659 | $747.0 萬 | 0.30% | −24,500−46.1% | 減碼 |
| Hood River Capital Management LLC | 29,148 | $759.7 萬 | 0.06% | +7,489+34.6% | 加碼 |
| Creative Planning | 29,286 | $763.3 萬 | 0.00% | +7,093+32.0% | 加碼 |
| Balyasny Asset Management LLC | 29,778 | $776.1 萬 | 0.01% | +29,778 | 新進 |
| LPL Financial LLC | 30,137 | $785.5 萬 | 0.00% | +19,195+175.4% | 加碼 |
| State Street Corp | 30,211 | $787.4 萬 | 0.00% | −6,848−18.5% | 減碼 |
| Portolan Capital Management, LLC | 30,557 | $796.4 萬 | 0.30% | −1,486−4.6% | 減碼 |
| Toroso Investments, LLC | 31,713 | $826.6 萬 | 0.02% | −21,147−40.0% | 減碼 |
| Rockingstone Advisors LLC | 32,201 | $839.3 萬 | 3.37% | −1,075−3.2% | 減碼 |
| Calamos Wealth Management LLC | 33,098 | $862.7 萬 | 0.26% | −3,016−8.4% | 減碼 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 33,580 | $875.2 萬 | 0.02% | +2,104+6.7% | 加碼 |
| Royal Bank of Canada | 34,230 | $892.2 萬 | 0.00% | +30,582+838.3% | 加碼 |
| Vanguard Global Advisers, LLC | 34,511 | $893.5 萬 | 0.00% | +2,153+6.7% | 加碼 |
| Mirae Asset Global Investments Co., Ltd. | 35,225 | $918.1 萬 | 0.02% | +35,225 | 新進 |
| Bank Julius Baer & Co. Ltd, Zurich | 35,379 | $920.4 萬 | 0.02% | −18,771−34.7% | 減碼 |
| Winton Group Ltd | 36,800 | $959.2 萬 | 0.31% | +36,800 | 新進 |
| Acadian Asset Management LLC | 40,851 | $1,064 萬 | 0.01% | −22,591−35.6% | 減碼 |
| G2 Investment Partners Management LLC | 41,000 | $1,069 萬 | 1.95% | −17,787−30.3% | 減碼 |
| ExodusPoint Capital Management, LP | 41,081 | $1,071 萬 | 0.10% | −9,804−19.3% | 減碼 |
| State of Wisconsin Investment Board | 43,881 | $1,126 萬 | 0.02% | −441−1.0% | 減碼 |
| Voya Investment Management LLC | 54,984 | $1,149 萬 | 0.01% | −136,427−71.3% | 減碼 |
| Arvin Capital Management LP | 44,135 | $1,150 萬 | 2.15% | 00.0% | 不變 |
| Hodges Capital Management Inc. | 44,320 | $1,155 萬 | 0.76% | −21,224−32.4% | 減碼 |
| WCM Investment Management, LLC | 45,228 | $1,156 萬 | 0.02% | +23,518+108.3% | 加碼 |
| Jain Global LLC | 44,618 | $1,163 萬 | 0.14% | +44,618 | 新進 |
| Himension Fund | 45,487 | $1,186 萬 | 0.73% | +45,487 | 新進 |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 46,445 | $1,190 萬 | 0.01% | +46,445 | 新進 |
| Manufacturers Life Insurance Company, The | 47,263 | $1,213 萬 | 0.01% | −2,866−5.7% | 減碼 |
| SEI Investments Co | 48,654 | $1,268 萬 | 0.01% | −42,900−46.9% | 減碼 |
| LMR Partners LLP | 49,844 | $1,299 萬 | 0.10% | −194,495−79.6% | 減碼 |
| Munro Partners | 56,530 | $1,473 萬 | 0.33% | +56,530 | 新進 |
| Vanguard Investments Australia, Ltd. | 57,145 | $1,480 萬 | 0.04% | +1,782+3.2% | 加碼 |
| Bank of Montreal | 58,610 | $1,528 萬 | 0.01% | +13,109+28.8% | 加碼 |
| Eagle Global Advisors LLC | 60,323 | $1,572 萬 | 0.52% | 00.0% | 不變 |
| Public Sector Pension Investment Board | 61,697 | $1,578 萬 | 0.04% | +3,885+6.7% | 加碼 |
| SG Capital Management LLC | 60,952 | $1,589 萬 | 1.44% | +60,952 | 新進 |
| KP Management LLC | 61,035 | $1,591 萬 | 3.33% | 00.0% | 不變 |
| Swedbank AB | 62,120 | $1,619 萬 | 0.01% | −18,380−22.8% | 減碼 |
| Benchstone Capital Management LP | 66,967 | $1,745 萬 | 2.17% | +66,967 | 新進 |
| HRT Financial LP | 69,933 | $1,823 萬 | 0.03% | +43,928+168.9% | 加碼 |
| Calamos Advisors LLC | 74,738 | $1,948 萬 | 0.07% | −58,859−44.1% | 減碼 |
| Gendell Jeffrey L | 75,000 | $1,955 萬 | 0.18% | 00.0% | 不變 |
| First Trust Advisors LP | 75,716 | $1,967 萬 | 0.01% | +71,905+1,886.8% | 加碼 |
| American Century Companies Inc | 81,042 | $2,112 萬 | 0.01% | −62,061−43.4% | 減碼 |
| Credit Agricole S A | 84,177 | $2,194 萬 | 0.06% | −59,416−41.4% | 減碼 |
| Barclays PLC | 85,082 | $2,218 萬 | 0.01% | +24,590+40.7% | 加碼 |
| Alliancebernstein L.P. | 126,667 | $2,223 萬 | 0.01% | −143,800−53.2% | 減碼 |
| Victory Capital Management Inc | 92,180 | $2,403 萬 | 0.01% | −38,435−29.4% | 減碼 |
| Geode Capital Management, LLC | 93,441 | $2,435 萬 | 0.00% | +300+0.3% | 加碼 |
| Walleye Capital LLC | 96,275 | $2,509 萬 | 0.12% | +52,264+118.8% | 加碼 |
| Herald Investment Management Ltd | 99,000 | $2,578 萬 | 3.50% | −67,000−40.4% | 減碼 |
| Essex Investment Management Co LLC | 105,543 | $2,751 萬 | 3.60% | −10,390−9.0% | 減碼 |
| Royce & Associates LP | 106,702 | $2,781 萬 | 0.22% | −3,956−3.6% | 減碼 |
| Andar Capital Management HK Ltd | 108,000 | $2,815 萬 | 12.63% | −22,000−16.9% | 減碼 |
| Citadel Advisors LLC | 108,141 | $2,819 萬 | 0.02% | +104,669+3,014.7% | 加碼 |
| Sphera Funds Management Ltd. | 108,265 | $2,822 萬 | 4.04% | −37,470−25.7% | 減碼 |
| Schwartz Investment Counsel Inc | 110,000 | $2,867 萬 | 0.95% | −150,000−57.7% | 減碼 |
| Capital Fund Management S.A. | 113,379 | $2,955 萬 | 0.21% | +113,379 | 新進 |
| Assenagon Asset Management S.A. | 118,406 | $3,038 萬 | 0.04% | +4,965+4.4% | 加碼 |
| Amundi | 119,107 | $3,104 萬 | 0.01% | +12,705+11.9% | 加碼 |
| Trexquant Investment LP | 122,091 | $3,182 萬 | 0.20% | +122,091 | 新進 |
| Alta Park Capital, LP | 131,216 | $3,420 萬 | 3.17% | −20,450−13.5% | 減碼 |
| Dimensional Fund Advisors LP | 140,642 | $3,666 萬 | 0.01% | +140,642 | 新進 |
| Altshuler Shaham Ltd | 142,910 | $3,668 萬 | 0.46% | −197,198−58.0% | 減碼 |
| Neumeier Poma Investment Counsel LLC | 141,215 | $3,681 萬 | 2.52% | −98,172−41.0% | 減碼 |
| Citigroup Inc | 143,807 | $3,689 萬 | 0.02% | −168,516−54.0% | 減碼 |
| Franklin Resources Inc | 145,818 | $3,795 萬 | 0.01% | −15,671−9.7% | 減碼 |
| King Luther Capital Management Corp | 165,243 | $4,307 萬 | 0.18% | −35,544−17.7% | 減碼 |
| Allspring Global Investments Holdings, LLC | 180,373 | $4,427 萬 | 0.07% | −1,246−0.7% | 減碼 |
| Morgan Stanley | 178,396 | $4,650 萬 | 0.00% | −489,234−73.3% | 減碼 |
| UBS Group AG | 189,257 | $4,933 萬 | 0.01% | −394,611−67.6% | 減碼 |
| Think Investments LP | 190,900 | $4,976 萬 | 6.13% | +5,500+3.0% | 加碼 |
| Susquehanna International Group, LLP | 191,653 | $4,995 萬 | 0.04% | +158,539+478.8% | 加碼 |
| TD Asset Management Inc | 192,707 | $5,001 萬 | 0.04% | −8,167−4.1% | 減碼 |
| Bank of New York Mellon Corp | 194,793 | $5,077 萬 | 0.01% | +33,323+20.6% | 加碼 |