Lee Ainslie's TSEM Position Overview
Lee Ainslie (via Maverick Capital LTD) currently holds 2,659 shares of Tower Semiconductor Ltd. (TSEM) worth $693,042, representing 0.01% of the portfolio. First purchased in 2022-Q3, this medium-term investment has been held for 13 quarters.
Based on 13F filings, Lee Ainslie has maintained a strategic position in TSEM, demonstrating sustained confidence in this investment. Largest addition occurred in Q2 2024, adding 27,986 shares. Largest reduction occurred in Q4 2024, reducing 33,354 shares.
Analysis based on 13F filings available since 2013 Q2
Lee Ainslie's Tower Semiconductor (TSEM) Holding Value Over Time
Track share changes against reported price movement
Quarterly Tower Semiconductor (TSEM) Trades by Lee Ainslie
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q2 2026 | +2,659 | New Buy | 2,659 | $260.64 |
| Q3 2025 | -17,299 | Sold Out | 0 | $0.00 |
| Q1 2025 | +10,519 | Add 155.15% | 17,299 | $35.66 |
| Q4 2024 | -33,354 | Reduce 83.11% | 6,780 | $51.51 |
| Q3 2024 | +1,157 | Add 2.97% | 40,134 | $44.26 |
| Q2 2024 | +27,986 | Add 254.63% | 38,977 | $39.31 |
| Q1 2024 | +10,991 | New Buy | 10,991 | $33.45 |
| Q3 2023 | -5,482 | Sold Out | 0 | $0.00 |
| Q2 2023 | -1,906 | Reduce 25.80% | 5,482 | $37.52 |
| Q1 2023 | +381 | Add 5.44% | 7,388 | $42.47 |
| Q4 2022 | +1,126 | Add 19.15% | 7,007 | $43.20 |
| Q3 2022 | +5,881 | New Buy | 5,881 | $43.87 |
Lee Ainslie's Tower Semiconductor Investment FAQs
Lee Ainslie first purchased Tower Semiconductor Ltd. (TSEM) in Q3 2022, acquiring 5,881 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Lee Ainslie has held Tower Semiconductor Ltd. (TSEM) for 13 quarters since Q3 2022.
Lee Ainslie's largest addition to Tower Semiconductor Ltd. (TSEM) was in Q2 2024, adding 38,977 shares worth $1.53 M.
According to the latest 13F filing for Q2 2026, Lee Ainslie's firm, Maverick Capital LTD, owns 2,659 shares of Tower Semiconductor Ltd. (TSEM), valued at approximately $693,042.
As of the Q2 2026 filing, Tower Semiconductor Ltd. (TSEM) represents approximately 0.01% of Lee Ainslie's publicly disclosed stock portfolio, making it one of their key holdings.
Lee Ainslie's peak holding in Tower Semiconductor Ltd. (TSEM) was 40,134 shares, as reported at the end of Q3 2024.