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 |
|---|---|---|---|---|---|
| Manufacturers Life Insurance Company, The | 47,263 | $1,213 萬 | 0.01% | −2,866−5.7% | 減碼 |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 46,445 | $1,190 萬 | 0.01% | +46,445 | 新進 |
| Himension Fund | 45,487 | $1,186 萬 | 0.73% | +45,487 | 新進 |
| Jain Global LLC | 44,618 | $1,163 萬 | 0.14% | +44,618 | 新進 |
| WCM Investment Management, LLC | 45,228 | $1,156 萬 | 0.02% | +23,518+108.3% | 加碼 |
| Hodges Capital Management Inc. | 44,320 | $1,155 萬 | 0.76% | −21,224−32.4% | 減碼 |
| Arvin Capital Management LP | 44,135 | $1,150 萬 | 2.15% | 00.0% | 不變 |
| Voya Investment Management LLC | 54,984 | $1,149 萬 | 0.01% | −136,427−71.3% | 減碼 |
| State of Wisconsin Investment Board | 43,881 | $1,126 萬 | 0.02% | −441−1.0% | 減碼 |
| ExodusPoint Capital Management, LP | 41,081 | $1,071 萬 | 0.10% | −9,804−19.3% | 減碼 |
| G2 Investment Partners Management LLC | 41,000 | $1,069 萬 | 1.95% | −17,787−30.3% | 減碼 |
| Acadian Asset Management LLC | 40,851 | $1,064 萬 | 0.01% | −22,591−35.6% | 減碼 |
| Winton Group Ltd | 36,800 | $959.2 萬 | 0.31% | +36,800 | 新進 |
| Bank Julius Baer & Co. Ltd, Zurich | 35,379 | $920.4 萬 | 0.02% | −18,771−34.7% | 減碼 |
| Mirae Asset Global Investments Co., Ltd. | 35,225 | $918.1 萬 | 0.02% | +35,225 | 新進 |
| Vanguard Global Advisers, LLC | 34,511 | $893.5 萬 | 0.00% | +2,153+6.7% | 加碼 |
| Royal Bank of Canada | 34,230 | $892.2 萬 | 0.00% | +30,582+838.3% | 加碼 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 33,580 | $875.2 萬 | 0.02% | +2,104+6.7% | 加碼 |
| Calamos Wealth Management LLC | 33,098 | $862.7 萬 | 0.26% | −3,016−8.4% | 減碼 |
| Rockingstone Advisors LLC | 32,201 | $839.3 萬 | 3.37% | −1,075−3.2% | 減碼 |
| Toroso Investments, LLC | 31,713 | $826.6 萬 | 0.02% | −21,147−40.0% | 減碼 |
| Portolan Capital Management, LLC | 30,557 | $796.4 萬 | 0.30% | −1,486−4.6% | 減碼 |
| State Street Corp | 30,211 | $787.4 萬 | 0.00% | −6,848−18.5% | 減碼 |
| LPL Financial LLC | 30,137 | $785.5 萬 | 0.00% | +19,195+175.4% | 加碼 |
| Balyasny Asset Management LLC | 29,778 | $776.1 萬 | 0.01% | +29,778 | 新進 |
| Creative Planning | 29,286 | $763.3 萬 | 0.00% | +7,093+32.0% | 加碼 |
| Hood River Capital Management LLC | 29,148 | $759.7 萬 | 0.06% | +7,489+34.6% | 加碼 |
| Renaissance Group LLC | 28,659 | $747.0 萬 | 0.30% | −24,500−46.1% | 減碼 |
| Korea Investment CORP | 28,393 | $728.4 萬 | 0.01% | −1,444−4.8% | 減碼 |
| Gunderson Capital Management Inc. | 26,270 | $684.7 萬 | 1.85% | +51+0.2% | 加碼 |
| Van Eck Associates Corp | 26,044 | $678.8 萬 | 0.00% | −4,008−13.3% | 減碼 |
| Mackenzie Financial Corp | 12,375 | $672.4 萬 | 0.01% | +4,182+51.0% | 加碼 |
| Melqart Asset Management (UK) Ltd | 24,811 | $646.7 萬 | 0.62% | +24,811 | 新進 |
| Verition Fund Management LLC | 24,480 | $638.0 萬 | 0.04% | −43,077−63.8% | 減碼 |
| Charles Schwab Investment Management Inc | 24,091 | $627.9 萬 | 0.00% | +6,425+36.4% | 加碼 |
| Engineers Gate Manager LP | 23,921 | $623.5 萬 | 0.08% | +21,821+1,039.1% | 加碼 |
| Envestnet Asset Management Inc | 23,789 | $620.0 萬 | 0.00% | −10,690−31.0% | 減碼 |
| Sit Investment Associates Inc | 22,654 | $590.5 萬 | 0.11% | +19,432+603.1% | 加碼 |
| SEB Asset Management AB | 22,960 | $589.1 萬 | 0.02% | +14,239+163.3% | 加碼 |
| GHP Investment Advisors, Inc. | 22,437 | $584.8 萬 | 0.21% | 00.0% | 不變 |
| Cambiar Investors LLC | 22,308 | $581.4 萬 | 0.25% | −9,948−30.8% | 減碼 |
| EAM Investors, LLC | 21,954 | $572.2 萬 | 0.51% | −6,623−23.2% | 減碼 |
| Squarepoint Ops LLC | 21,425 | $558.4 萬 | 0.01% | +21,425 | 新進 |
| JustInvest LLC | 20,955 | $546.2 萬 | 0.04% | +1,262+6.4% | 加碼 |
| Intech Investment Management LLC | 21,018 | $539.2 萬 | 0.05% | +21,018 | 新進 |
| Ameriprise Financial Inc | 20,259 | $528.0 萬 | 0.00% | −29,148−59.0% | 減碼 |
| Waters Parkerson & Co., LLC | 20,038 | $522.3 萬 | 0.26% | −2,830−12.4% | 減碼 |
| Oak Ridge Investments LLC | 19,762 | $515.1 萬 | 0.29% | +15,836+403.4% | 加碼 |
| DSM Capital Partners LLC | 19,046 | $496.4 萬 | 0.09% | −22−0.1% | 減碼 |
| Russell Investments Group, Ltd. | 19,035 | $496.1 萬 | 0.00% | −27,147−58.8% | 減碼 |
| State of Tennessee, Treasury Department | 18,551 | $483.5 萬 | 0.01% | −13,285−41.7% | 減碼 |
| Holocene Advisors, LP | 17,564 | $457.8 萬 | 0.01% | +17,564 | 新進 |
| Divisadero Street Capital Management, LP | 17,000 | $443.1 萬 | 0.10% | −53,000−75.7% | 減碼 |
| Schonfeld Strategic Advisors LLC | 16,954 | $441.9 萬 | 0.02% | −286,880−94.4% | 減碼 |
| Taylor Frigon Capital Management LLC | 16,653 | $434.0 萬 | 2.03% | −140−0.8% | 減碼 |
| EAM Global Investors LLC | 16,594 | $432.5 萬 | 12.41% | −7,714−31.7% | 減碼 |
| Navellier & Associates Inc | 16,211 | $422.5 萬 | 0.33% | +1,560+10.6% | 加碼 |
| Armistice Capital, LLC | 16,199 | $422.2 萬 | 0.12% | +1,319+8.9% | 加碼 |
| State of Wyoming | 15,449 | $402.7 萬 | 0.41% | +5,274+51.8% | 加碼 |
| Legato Capital Management LLC | 15,186 | $395.8 萬 | 0.33% | −1,985−11.6% | 減碼 |
| Vanguard Portfolio Management LLC | 15,264 | $395.2 萬 | 0.00% | 00.0% | 不變 |
| E Fund Management Co., Ltd. | 14,903 | $388.4 萬 | 0.09% | −332,849−95.7% | 減碼 |
| Fideuram Asset Management (Ireland) dac | 5,460 | $378.4 萬 | 0.07% | +5,460 | 新進 |
| Harvest Fund Management Co., Ltd | 14,329 | $373.1 萬 | 0.12% | +111+0.8% | 加碼 |
| Marex Group plc | 14,162 | $369.1 萬 | 0.03% | −656−4.4% | 減碼 |
| Plato Investment Management Ltd | 13,690 | $349.1 萬 | 0.20% | +13,690 | 新進 |
| Boothbay Fund Management, LLC | 13,307 | $346.8 萬 | 0.07% | −1,452−9.8% | 減碼 |
| Simplex Trading, LLC | 12,809 | $333.9 萬 | 0.09% | +4,867+61.3% | 加碼 |
| Entropy Technologies, LP | 12,426 | $323.9 萬 | 0.13% | +12,426 | 新進 |
| US Bancorp | 12,206 | $318.1 萬 | 0.00% | −5,807−32.2% | 減碼 |
| Quantinno Capital Management LP | 12,126 | $316.1 萬 | 0.00% | +1,904+18.6% | 加碼 |
| Hel Ved Capital Management Ltd | 11,820 | $308.1 萬 | 0.43% | +11,820 | 新進 |
| Quantbot Technologies LP | 11,672 | $304.2 萬 | 0.12% | +11,672 | 新進 |
| CVFG LLC | 11,246 | $293.1 萬 | 0.31% | +11,246 | 新進 |
| Quent Capital, LLC | 11,000 | $286.7 萬 | 0.18% | 00.0% | 不變 |
| XTX Topco Ltd | 10,507 | $273.9 萬 | 0.04% | +10,507 | 新進 |
| MetLife Investment Management | 10,634 | $273.2 萬 | 0.01% | −203−1.9% | 減碼 |
| Katamaran Capital LLP | 10,169 | $265.0 萬 | 2.27% | −2,258−18.2% | 減碼 |
| ARK Investment Management LLC大師方舟投資 | 10,126 | $263.9 萬 | 0.02% | −7,964−44.0% | 減碼 |
| DnB Asset Management AS | 9,990 | $260.4 萬 | 0.01% | +9,990 | 新進 |
| Ci Investments Inc. | 9,942 | $259.1 萬 | 0.01% | +9,942 | 新進 |
| MML Investors Services, LLC | 9,516 | $248.0 萬 | 0.01% | −1,029−9.8% | 減碼 |
| China Universal Asset Management Co., Ltd. | 9,503 | $247.7 萬 | 0.15% | +1,166+14.0% | 加碼 |
| Mediolanum International Funds Ltd | 9,275 | $237.1 萬 | 0.02% | +9,275 | 新進 |
| Liontrust Investment Partners LLP | 8,811 | $229.6 萬 | 0.03% | +1,139+14.8% | 加碼 |
| Brinker Capital Investments, LLC | 8,577 | $223.5 萬 | 0.02% | −1,806−17.4% | 減碼 |
| SNS Financial Group, LLC | 8,420 | $219.5 萬 | 0.04% | +8,420 | 新進 |
| Thrivent Financial for Lutherans | 8,343 | $216.7 萬 | 0.00% | −3,003−26.5% | 減碼 |
| Titan Global Capital Management USA LLC | 8,311 | $216.6 萬 | 0.27% | +8,311 | 新進 |
| Callan Family Office, LLC | 8,259 | $215.3 萬 | 0.04% | −126−1.5% | 減碼 |
| HighTower Advisors, LLC | 8,207 | $213.9 萬 | 0.00% | +564+7.4% | 加碼 |
| Vestmark Advisory Solutions, Inc. | 8,161 | $212.7 萬 | 0.02% | −11,127−57.7% | 減碼 |
| Nomura Holdings Inc | 8,041 | $209.6 萬 | 0.01% | −52,233−86.7% | 減碼 |
| Bridgewater Associates, LP | 7,933 | $206.8 萬 | 0.01% | −454,792−98.3% | 減碼 |
| Public Employees Retirement System of Ohio | 7,967 | $204.4 萬 | 0.01% | +2,106+35.9% | 加碼 |
| Dockside LLC | 7,487 | $195.1 萬 | 0.46% | +7,487 | 新進 |
| Mariner, LLC | 7,278 | $189.7 萬 | 0.00% | −181−2.4% | 減碼 |
| Wells Fargo & Company | 7,251 | $189.0 萬 | 0.00% | −2,164−23.0% | 減碼 |
| Capstone Capital Management Ltd | 7,137 | $186.0 萬 | 0.83% | +7,137 | 新進 |
| O'Shaughnessy Asset Management, LLC | 6,938 | $180.8 萬 | 0.01% | +2,870+70.6% | 加碼 |