Andar Capital Management (HK)’s Tower Semiconductor TSEM Stock Holding History

Andar Capital Management (HK)’s Portfolio TSEM Stock Details TSEM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$28.1M	Sell	108,000 -22,000	-17%	-$5.27M	12.63%	3
2026 Q1	$22.8M	Buy	130,000 +39,750	+44%	+$5.34M	19.51%	1
2025 Q4	$10.6M	Buy	90,250 +48,250	+115%	+$4.65M	11.42%	5
2025 Q3	$3.04M	Buy	+42,000	New	+$2.29M	3.07%	9

Other funds holding TSEM

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Clal Insurance Tel-Aviv, Israel $22.3B AUM 79.91% 1-Year Est. Return

Phoenix Financial Givatayim, Israel $14.6B AUM 57.48% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

UIM

USS Investment Management London, United Kingdom $27.8B AUM 39.42% 1-Year Est. Return

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return

Senvest Management New York $3.41B AUM 66.27% 1-Year Est. Return

MIFH

Migdal Insurance & Financial Holdings Petach Tikva, Israel $15.6B AUM 71.29% 1-Year Est. Return

Andar Capital Management (HK)'s TSEM Position: Q2 2026 in Review

Andar Capital Management (HK) reduced its Tower Semiconductor (TSEM) stake by 17% in Q2 2026, selling an estimated $5.27M and leaving 108,000 shares worth $28.1M. The position accounts for 12.63% of the portfolio, ranked #3.

Andar Capital Management (HK) first reported a position in TSEM in Q3 2025 and has held it in 4 quarters since. 451 funds tracked by Wall St. Rank hold TSEM as of Q2 2026.

Andar Capital Management (HK) held 108,000 shares of Tower Semiconductor worth $28.1M as of Q2 2026.
Andar Capital Management (HK) sold 22,000 Tower Semiconductor shares in Q2 2026, an estimated $5.27M.
Tower Semiconductor made up 12.63% of Andar Capital Management (HK)'s portfolio in Q2 2026, its #3 holding.
Andar Capital Management (HK) first reported a position in Tower Semiconductor in Q3 2025 and has held it in 4 quarters since.
451 funds tracked by Wall St. Rank held Tower Semiconductor as of Q2 2026.

Based on Andar Capital Management (HK)'s 13F filing for Q2 2026, filed 6 Aug 2026.