Mustard Seed Investor logo: a sprouting mustard seedMustard Seed Investor
← All stocks
TSEMInformation TechnologyCommon Stock

Tower Semiconductor Ltd

Held by 12 tracked managers as of Q2 2026 · CUSIP ⓘCUSIP: A 9-character ID for one specific security - one share class of one company, or one bond. Tickers can change and can mean different things in different countries; a CUSIP always identifies exactly the same security, which is why filings use it. Guide M87915274 · Sector ⓘGICS sectors: The 11-sector system most investors know (Global Industry Classification Standard): Technology, Health Care, Financials and so on. This site assigns each company a GICS-style sector from its SIC code, with a few hand corrections, so sector pages match the names investors expect. Guide

Download report
In plain English: 12 of the investors we track own this stock. In the latest quarter, 6 of them bought more of it and 5 sold some or all of theirs (1 bought it for the first time). That tells you what they did last quarter — not what the stock will do next.

Educational and informational only, not personalized investment advice. Based on public filings that may be delayed or contain errors; verify with the original filings. Disclaimer

Managers holding
12
+1 vs last quarter (like-for-like)
Total value held
$1.62B
Across tracked managers
Average weight ⓘOn average, how big this stock is in the portfolios that own it (its share of each manager's reported portfolio value).
1.4%
Of each manager's book
QoQ value ⓘLike-for-like: only managers that filed both quarters are compared, so a manager filing late (or confidentially) does not look like buying or selling. Includes price changes.
+$593.20M
+71.6% vs last quarter
Net shares bought
+732.6K
Est. net flow +$190.93M
Quarter activity
6 bought · 5 sold
1 new · 0 sold out

Tracked capital in this stock

Total value held (area) and number of managers (line). Dips can mean a large holder filed that quarter confidentially (e.g. Norges Bank in Q1/Q3).

Chart: Tracked capital in this stock

Aggregate buying and selling

Net share change reported each quarter

Chart: Aggregate buying and selling

Who owns TSEM?

🔒 The 'who added and who trimmed' chart is a Plus feature

You're viewing the Free plan. Upgrade to unlock The 'who added and who trimmed' chart — every paid plan starts with a 7-day free trial, and you can cancel in two clicks.

See plans & upgrade Sign in

Who owns TSEM? — Q2 2026

Holders ranked by position size, with each one's quarter-over-quarter change.

CSV Excel
Column filters

Numbers accept 1.5M, 2B, 250K. Percent columns take percent (5 = 5%).

# Manager Fund Shares Value ↓ % of their portfolio QoQ Δ shares Δ shares % Est. Δ value ⓘChange in shares × this quarter's price
1 Richard Mashaal Senvest Management 1.82M $475.17M 13.9% Reduced -449.0K -19.8% -$117.03M
2 Mawer Mawer Investment Management 1.04M $270.57M 1.8% Added +73.1K +7.6% +$19.04M
3 Israel Englander Millennium Management 850.42K $221.65M 0.1% Added +272.0K +47.0% +$70.90M
4 Norges Bank Norges Bank Investment Management 763.55K $198.30M 0.0% — — — —
5 David Shaw D.E. Shaw & Co. 687.76K $179.26M 0.1% Added +658.9K +2283.9% +$171.74M
6 Two Sigma Two Sigma Investments 611.92K $159.49M 0.1% Added +602.3K +6274.2% +$156.99M
7 Jim Simons Renaissance Technologies 211.05K $55.01M 0.1% Reduced -63.7K -23.2% -$16.60M
8 Ken Griffin Citadel Advisors 108.14K $28.19M 0.0% Added +104.7K +3014.7% +$27.28M
9 Chuck Royce Royce & Associates 106.70K $27.81M 0.2% Reduced -4.0K -3.6% -$1.03M
10 Cathie Wood ARK Investment Management LLC 10.13K $2.64M 0.0% Reduced -8.0K -44.0% -$2.08M
11 Ray Dalio Bridgewater Associates 7.93K $2.07M 0.0% Reduced -454.8K -98.3% -$118.54M
12 Steve Cohen Point72 Asset Management 1.00K $260.64K 0.0% New +1.0K — +$260.64K

Sold out completely this quarter

CSV Excel
Column filters

Numbers accept 1.5M, 2B, 250K. Percent columns take percent (5 = 5%).

No tracked manager sold out of this stock this quarter.

Politician trades

Politician trades in TSEM

CSV Excel
Column filters

Numbers accept 1.5M, 2B, 250K. Percent columns take percent (5 = 5%).

No politician trades match these filters.