Which hedge funds own TSEM? TOWER SEMICONDUCTOR LTD, Q2 2026 13F holders
71 tracked hedge funds disclosed a position in TSEM (TOWER SEMICONDUCTOR LTD) in their Q2 2026 13F filings, worth $3.0bn in total. The largest holder by portfolio weight is Turiya Advisors Asia Ltd at 26.7% of its book. 30 opened a new position this quarter: Benchstone Capital Management LP, SG Capital Management LLC, Axiom Investors LLC, Telligent Fund, LP. 15 exited: Valliance Asset Management Ltd, Q Fund Management (Hong Kong) Ltd, WT Asset Management Ltd.
- 71
- Holders Tracked managers whose filing for the quarter reports a long equity position in the security.
- 30
- New this quarter Holders whose previous filing (at most two quarters earlier) did not report the security.
- 15
- Exited this quarter Tracked managers whose previous filing reported the security and whose filing for the quarter does not.
- $528m
- Inflow, new holders Combined value of the positions the new holders reported for the quarter.
- $629m
- Outflow, exits Combined value the exiting managers reported for the security in their previous filing.
- $3.0bn
- Combined value Sum of the holders' reported positions in the security.
- 5.7%
- Share of managers holding Holders as a share of tracked managers filing for that quarter. Comparable across the 2024 coverage expansion, where the raw holder count is not.
Holders, Q2 2026
Exited since the previous filing
| Valliance Asset Management Ltd | 18.7% | $22.8m |
| Q Fund Management (Hong Kong) Ltd | 5.5% | $7.1m |
| WT Asset Management Ltd | 5.4% | $257m |
| Hidden Lake Asset Management LP | 4.7% | $7.1m |
| Persistent Asset Partners Ltd | 4.6% | $11.9m |
| Whale Rock Capital Management LLC | 2.4% | $187m |
| Science & Technology Partners, L.P. | 2.1% | $7.9m |
| Nishkama Capital, LLC | 1.7% | $12.1m |
| Park West Asset Management LLC | 1.3% | $15.2m |
| Polymer Capital Management (HK) LTD | 0.8% | $5.8m |
| Dymon Asia Capital (Singapore) Pte. Ltd. | 0.8% | $3.6m |
| Rokos Capital Management LLP | 0.7% | $41.7m |
| Value Aligned Research Advisors, LLC | 0.6% | $47.5m |
| Sandler Capital Management | 0.5% | $719k |
| Concentric Capital Strategies, LP | 0.08% | $868k |
Ownership over time
Who discovered TSEM first? Beta
The run: Q2 2025 → Q2 2026, +501%
| Andar Capital Management HK Ltd high conviction | Q3 2025 | – | +17.0 pts |
| Sphera Funds Management Ltd. high conviction | Q3 2024 | 3.0% | +9.7 pts |
| G2 Investment Partners Management LLC | Q2 2025 | 1.1% | +7.3 pts |
| Summit Partners Public Asset Management, LLC high conviction | Q3 2024 | 1.7% | +6.8 pts |
| Arvin Capital Management LP high conviction | Q4 2024 | 3.6% | +6.0 pts |
| Park West Asset Management LLC | Q3 2025 | – | +4.2 pts |
| KP Management LLC | Q3 2025 | – | +3.6 pts |
| Benchstone Capital Management LP | Q3 2025 | – | +1.5 pts |
| Shellback Capital, LP | Q4 2024 | 0.6% | +0.2 pts |
| Paloma Partners Management Co | Q3 2025 | – | 0.0 pts |
Split-adjusted quarter-end prices, excluding dividends. They describe the stock while each manager held it, not the return it earned.