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Tower Semiconductor Ltd.

TSEM Technology
$200.3 +$4.72 (2.41%)
Market Cap: $22.74 B
Gurus Holding
8
Popularity Rank
#758
% of Shares Held
0.30%
Net Activity (Q2 2026)
-$136.12 M

Guru Ownership Trend

Guru Analysis for Tower Semiconductor Ltd. (TSEM)

Tower Semiconductor Ltd. (TSEM), a key player in the Technology sector, continues to attract institutional attention.

As of Q2 2026, a total of 8 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $68.9 M.

Top institutional holders include Renaissance Technologies (RenTech) and Chuck Royce.

Institutional sentiment is currently Bearish. This is evidenced by a $136.12 M net outflow during the quarter.

Recent activity highlights Paul Tudor Jones who opened a new position. Conversely, Ray Dalio reduced exposure by 98.3%.

Key Holders

Top 5 by Value

Top 5 by Conviction

Recent Activity Breakdown (Q2 2026)

+$2.13 M
Total Buy Value
New Buys 4
Additions 0
-$138.25 M
Total Sell Value
Reductions 4
Sold Out 0

Guru Consensus (Q2 2026)

Based on recent activity
Net Sellers
4
Net Buyers
4

FAQs for Tower Semiconductor Ltd. (TSEM)

Major holders include Renaissance Technologies (RenTech) ($55.01 M), Chuck Royce ($27.81 M), Catherine Wood ($2.64 M). According to the latest reported data, 8 tracked investment managers collectively hold approximately 343,994 shares.

According to the latest 13F reporting period, sentiment appears Bearish (Net Selling). There was a net outflow of $136.12 M, with 4 managers increasing positions and 4 managers reducing holdings.

During the most recent reporting period, 4 managers trimmed their positions, while 0 fully exited TSEM. The total reported sell value was $138.25 M.

Yes, 4 managers opened new positions in TSEM, and 0 increased their existing holdings. The total reported buy value was $2.13 M.

Portfolio Manager % Portfolio Activity Shares Value Report Date
0.08% Reduce -23.2% 211,049 $55.01 M Q2 2026
0.22% Reduce -3.6% 106,702 $27.81 M Q2 2026
0.02% Reduce -44.0% 10,126 $2.64 M Q2 2026
0.01% Reduce -98.3% 7,933 $2.07 M Q2 2026
0.00% New Buy 2,771 $722,233 Q2 2026
0.01% New Buy 2,659 $693,042 Q2 2026
0.00% New Buy 1,754 $450,414 Q2 2026
0.00% New Buy 1,000 $260,640 Q2 2026
Date
Insider Name
Transaction
Value
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Position / Chg
SEC Form