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 |
|---|---|---|---|---|---|
| Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management) | 206,991 | $5,395 萬 | 7.11% | −241,000−53.8% | 減碼 |
| Renaissance Technologies LLC | 211,049 | $5,501 萬 | 0.08% | −63,700−23.2% | 減碼 |
| Vanguard Asset Management, Ltd | 220,111 | $5,699 萬 | 0.04% | +25,589+13.2% | 加碼 |
| Driehaus Capital Management LLC | 225,114 | $5,867 萬 | 0.34% | −100,989−31.0% | 減碼 |
| GF Fund Management Co. Ltd. | 225,856 | $5,887 萬 | 0.71% | −918,539−80.3% | 減碼 |
| Raymond James Financial Inc | 249,203 | $6,495 萬 | 0.02% | +109,601+78.5% | 加碼 |
| Jennison Associates LLC | 249,728 | $6,509 萬 | 0.04% | −365,488−59.4% | 減碼 |
| Nuveen, LLC | 266,563 | $6,839 萬 | 0.02% | +9,366+3.6% | 加碼 |
| Defiance ETFs, LLC | 284,805 | $6,991 萬 | 0.97% | −47,763−14.4% | 減碼 |
| Pictet Asset Management Holding SA | 270,065 | $7,023 萬 | 0.07% | +223,680+482.2% | 加碼 |
| Penserra Capital Management LLC | 284,805 | $7,423 萬 | 0.57% | −52,062−15.5% | 減碼 |
| Deutsche Bank AG | 310,679 | $8,098 萬 | 0.02% | +129,213+71.2% | 加碼 |
| Systematic Financial Management LP | 325,159 | $8,475 萬 | 1.69% | −223,701−40.8% | 減碼 |
| Canada Pension Plan Investment Board | 358,562 | $9,197 萬 | 0.05% | +15,288+4.5% | 加碼 |
| Analog Century Management LP | 359,758 | $9,377 萬 | 3.43% | −103,264−22.3% | 減碼 |
| Wellington Management Group LLP | 372,445 | $9,685 萬 | 0.02% | −586,503−61.2% | 減碼 |
| Shannon River Fund Management LLC | 382,933 | $9,981 萬 | 8.91% | −121,306−24.1% | 減碼 |
| Swiss National Bank | 401,044 | $1.03 億 | 0.05% | −13,806−3.3% | 減碼 |
| Bank of America Corp | 412,221 | $1.07 億 | 0.01% | −272,122−39.8% | 減碼 |
| Neuberger Berman Group LLC | 434,320 | $1.13 億 | 0.08% | +33,241+8.3% | 加碼 |
| JPMorgan Chase & Co | 450,369 | $1.15 億 | 0.01% | −90,524−16.7% | 減碼 |
| Menora Mivtachim Holdings Ltd. | 447,992 | $1.17 億 | 0.46% | −75,000−14.3% | 減碼 |
| Turiya Advisors Asia Ltd | 450,519 | $1.17 億 | 26.71% | −315,841−41.2% | 減碼 |
| Gilder Gagnon Howe & Co LLC | 464,018 | $1.21 億 | 1.25% | −7,448−1.6% | 減碼 |
| Legal & General Group Plc | 514,240 | $1.32 億 | 0.03% | −21,549−4.0% | 減碼 |
| Summit Partners Public Asset Management, LLC | 517,547 | $1.35 億 | 3.50% | −174,508−25.2% | 減碼 |
| Axiom Investors LLC | 523,887 | $1.37 億 | 1.18% | +523,887 | 新進 |
| Capital International Investors | 572,299 | $1.49 億 | 0.03% | 00.0% | 不變 |
| Two Sigma Investments, LP | 611,924 | $1.59 億 | 0.12% | +602,324+6,274.2% | 加碼 |
| Qube Research & Technologies Ltd | 638,079 | $1.66 億 | 0.18% | +455,584+249.6% | 加碼 |
| D. E. Shaw & Co., Inc. | 687,763 | $1.79 億 | 0.11% | +658,913+2,283.9% | 加碼 |
| Goldman Sachs Group Inc | 722,135 | $1.88 億 | 0.02% | +314,183+77.0% | 加碼 |
| Norges Bank | 763,552 | $1.98 億 | 0.02% | +763,552 | 新進 |
| Marshall Wace, LLP | 778,218 | $2.03 億 | 0.17% | +354,221+83.5% | 加碼 |
| Millennium Management LLC | 850,421 | $2.22 億 | 0.15% | +272,007+47.0% | 加碼 |
| FMR LLC | 920,247 | $2.40 億 | 0.01% | +919,154+84,094.6% | 加碼 |
| Arrowstreet Capital, Limited Partnership | 928,208 | $2.41 億 | 0.11% | +928,208 | 新進 |
| Y.D. More Investments Ltd | 949,549 | $2.44 億 | 7.59% | +18,859+2.0% | 加碼 |
| Vanguard Fiduciary Trust Co | 1,000,853 | $2.59 億 | 0.06% | +18,225+1.9% | 加碼 |
| Polar Capital Holdings Plc | 1,015,166 | $2.65 億 | 0.75% | +869,653+597.6% | 加碼 |
| Mawer Investment Management Ltd. | 1,038,086 | $2.71 億 | 1.84% | +73,051+7.6% | 加碼 |
| Invesco Ltd. | 1,336,854 | $3.48 億 | 0.03% | −844,321−38.7% | 減碼 |
| Capital World Investors | 1,355,425 | $3.53 億 | 0.04% | +28,664+2.2% | 加碼 |
| Jupiter Topco LLC | 1,464,914 | $3.82 億 | 0.16% | +1,464,914 | 新進 |
| Migdal Insurance & Financial Holdings Ltd. | 1,730,723 | $4.51 億 | 2.89% | −284,783−14.1% | 減碼 |
| Senvest Management, LLC | 1,823,082 | $4.75 億 | 13.94% | −448,997−19.8% | 減碼 |
| Harel Insurance Investments & Financial Services Ltd. | 2,279,379 | $5.94 億 | 2.89% | +289,450+14.5% | 加碼 |
| Jane Street Group, LLC | 2,928,515 | $7.63 億 | 0.49% | +1,737,977+146.0% | 加碼 |
| Vanguard Capital Management LLC | 3,147,369 | $8.15 億 | 0.02% | +63,540+2.1% | 加碼 |
| BlackRock, Inc. | 3,290,073 | $8.58 億 | 0.01% | −979,231−22.9% | 減碼 |
| Phoenix Holdings Ltd. | 3,505,778 | $9.14 億 | 6.24% | +115,091+3.4% | 加碼 |
| Clal Insurance Enterprises Holdings Ltd | 4,658,848 | $12.0 億 | 5.42% | +686,240+17.3% | 加碼 |
| Price T Rowe Associates Inc | 7,023,150 | $18.3 億 | 0.18% | −332,248−4.5% | 減碼 |
| USS Investment Management Ltd | 26,142 | – | – | −7,442−22.2% | 減碼 |
| Meitav Dash Investments Ltd | 0 | $0 | 0.00% | −1,777,487−100.0% | 清倉 |
| WT Asset Management Ltd | 0 | $0 | 0.00% | −1,467,302−100.0% | 清倉 |
| Whale Rock Capital Management LLC | 0 | $0 | 0.00% | −1,066,737−100.0% | 清倉 |
| E20 Capital Ltd | 0 | $0 | 0.00% | −613,788−100.0% | 清倉 |
| Value Aligned Research Advisors, LLC | 0 | $0 | 0.00% | −270,441−100.0% | 清倉 |
| Rokos Capital Management LLP | 0 | $0 | 0.00% | −237,628−100.0% | 清倉 |
| Evergreen Quality Fund GP, Ltd. | 0 | $0 | 0.00% | −163,600−100.0% | 清倉 |
| BIT Capital GmbH | 0 | $0 | 0.00% | −153,660−100.0% | 清倉 |
| Valliance Asset Management Ltd | 0 | $0 | 0.00% | −130,200−100.0% | 清倉 |
| Park West Asset Management LLC | 0 | $0 | 0.00% | −86,540−100.0% | 清倉 |
| Silvercrest Asset Management Group LLC | 0 | $0 | 0.00% | −75,043−100.0% | 清倉 |
| Healthcare of Ontario Pension Plan Trust Fund | 0 | $0 | 0.00% | −73,900−100.0% | 清倉 |
| Nishkama Capital, LLC | 0 | $0 | 0.00% | −69,225−100.0% | 清倉 |
| Persistent Asset Partners Ltd | 0 | $0 | 0.00% | −67,608−100.0% | 清倉 |
| Science & Technology Partners, L.P. | 0 | $0 | 0.00% | −45,300−100.0% | 清倉 |
| Hidden Lake Asset Management LP | 0 | $0 | 0.00% | −40,464−100.0% | 清倉 |
| Q Fund Management (Hong Kong) Ltd | 0 | $0 | 0.00% | −40,200−100.0% | 清倉 |
| Polymer Capital Management (HK) LTD | 0 | $0 | 0.00% | −32,826−100.0% | 清倉 |
| Granahan Investment Management Inc | 0 | $0 | 0.00% | −29,902−100.0% | 清倉 |
| Pier Capital, LLC | 0 | $0 | 0.00% | −29,096−100.0% | 清倉 |
| Man Group plc | 0 | $0 | 0.00% | −28,126−100.0% | 清倉 |
| Yahav Achim Ve Achayot - Provident Funds Management Co Ltd. | 0 | $0 | 0.00% | −27,858−100.0% | 清倉 |
| Polymer Capital Management (US) LLC | 0 | $0 | 0.00% | −27,694−100.0% | 清倉 |
| Susquehanna Advisors Group, Inc. | 0 | $0 | 0.00% | −23,408−100.0% | 清倉 |
| Dymon Asia Capital (Singapore) Pte. Ltd. | 0 | $0 | 0.00% | −20,800−100.0% | 清倉 |
| Private Advisor Group, LLC | 0 | $0 | 0.00% | −20,342−100.0% | 清倉 |
| IMC-Chicago, LLC | 0 | $0 | 0.00% | −18,458−100.0% | 清倉 |
| New York State Common Retirement Fund | 0 | $0 | 0.00% | −17,874−100.0% | 清倉 |
| Concentric Capital Strategies, LP | 0 | $0 | 0.00% | −4,944−100.0% | 清倉 |
| Sandler Capital Management | 0 | $0 | 0.00% | −4,100−100.0% | 清倉 |
| Osmosis Investment Management UK Ltd | 0 | $0 | 0.00% | −2,903−100.0% | 清倉 |
| RIA Advisory Group LLC | 0 | $0 | 0.00% | −2,499−100.0% | 清倉 |
| HSBC Holdings PLC | 0 | $0 | 0.00% | −2,215−100.0% | 清倉 |
| Aigen Investment Management, LP | 0 | $0 | 0.00% | −1,919−100.0% | 清倉 |
| StoneX Group Inc. | 0 | $0 | 0.00% | −1,834−100.0% | 清倉 |
| Ironwood Investment Counsel, LLC | 0 | $0 | 0.00% | −1,384−100.0% | 清倉 |
| Park National Corp | 0 | $0 | 0.00% | −1,318−100.0% | 清倉 |
| Absolute Gestao de Investimentos Ltda. | 0 | $0 | 0.00% | −1,285−100.0% | 清倉 |
| Atria Investments LLC | 0 | $0 | 0.00% | −1,233−100.0% | 清倉 |
| Meridian Wealth Management, LLC | 0 | $0 | 0.00% | −1,158−100.0% | 清倉 |
| Truxt Investmentos Ltda. | 0 | $0 | 0.00% | −1,112−100.0% | 清倉 |
| Advisory Services Network, LLC | 0 | $0 | 0.00% | −995−100.0% | 清倉 |
| Hanson & Doremus Investment Management | 0 | $0 | 0.00% | −300−100.0% | 清倉 |
| Wall Street Financial Group, Inc. | 0 | $0 | 0.00% | −200−100.0% | 清倉 |
| MAI Capital Management | 0 | $0 | 0.00% | −142−100.0% | 清倉 |
| Golden State Equity Partners | 0 | $0 | 0.00% | −68−100.0% | 清倉 |