Analog Century Management’s Tower Semiconductor TSEM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$81.3M Sell
463,022
-348,448
-43% -$46.8M 3.88% 17
2025
Q4
$95.3M Sell
811,470
-113,732
-12% -$11M 4.69% 11
2025
Q3
$66.9M Buy
925,202
+101,654
+12% +$5.55M 3.59% 15
2025
Q2
$35.7M Buy
823,548
+33,269
+4% +$1.28M 2.09% 22
2025
Q1
$28.2M Sell
790,279
-3,160
-0.4% -$143K 2.28% 23
2024
Q4
$40.9M Sell
793,439
-86,698
-10% -$4.06M 2.73% 22
2024
Q3
$39M Buy
880,137
+264,122
+43% +$10.8M 2.65% 22
2024
Q2
$24.2M Sell
616,015
-40,717
-6% -$1.45M 2.4% 21
2024
Q1
$22M Buy
656,732
+209,698
+47% +$6.53M 3.06% 19
2023
Q4
$13.6M Buy
+447,034
New +$11.7M 3.15% 15

Other funds holding TSEM

Analog Century Management's TSEM Position: Q1 2026 in Review

Analog Century Management reduced its Tower Semiconductor (TSEM) stake by 43% in Q1 2026, selling an estimated $46.8M and leaving 463,022 shares worth $81.3M. The position accounts for 3.88% of the portfolio, ranked #17.

Analog Century Management first reported a position in TSEM in Q4 2023 and has held it in 10 quarters since. The position peaked at $95.3M in Q4 2025. 377 funds tracked by Wall St. Rank hold TSEM as of Q1 2026.

  • Analog Century Management held 463,022 shares of Tower Semiconductor worth $81.3M as of Q1 2026.
  • Analog Century Management sold 348,448 Tower Semiconductor shares in Q1 2026, an estimated $46.8M.
  • Tower Semiconductor made up 3.88% of Analog Century Management's portfolio in Q1 2026, its #17 holding.
  • Analog Century Management first reported a position in Tower Semiconductor in Q4 2023 and has held it in 10 quarters since.
  • Analog Century Management's Tower Semiconductor position peaked at $95.3M in Q4 2025.
  • 377 funds tracked by Wall St. Rank held Tower Semiconductor as of Q1 2026.

Based on Analog Century Management's 13F filing for Q1 2026, filed 15 May 2026.