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Arvin Capital Management’s Tower Semiconductor TSEM Stock Holding History

Arvin Capital Management’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 		$11.5M Hold
44,135
– – 1.5% 29
2026
Q1 		$7.74M Hold
44,135
– – 0.95% 33
2025
Q4 		$5.18M Sell
44,135
-126,841
-74% -$12.2M 0.98% 28
2025
Q3 		$12.4M Sell
170,976
-120,336
-41% -$6.57M 2.23% 19
2025
Q2 		$12.6M Sell
291,312
-323,498
-53% -$12.4M 2.59% 16
2025
Q1 		$21.9M Buy
614,810
+396,550
+182% +$17.9M 4.38% 4
2024
Q4 		$11.2M Buy
+218,260
New +$10.2M 3.15% 10

Other funds holding TSEM

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
CI
Clal Insurance Tel-Aviv, Israel $22.3B AUM 79.91% 1-Year Est. Return
PF
Phoenix Financial Givatayim, Israel $14.6B AUM 57.48% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Jane Street
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
SM
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

Arvin Capital Management's TSEM Position: Q2 2026 in Review

Arvin Capital Management held its Tower Semiconductor (TSEM) position steady in Q2 2026 at 44,135 shares worth $11.5M. The position accounts for 1.5% of the portfolio, ranked #29.

Arvin Capital Management first reported a position in TSEM in Q4 2024 and has held it in 7 quarters since. The position peaked at $21.9M in Q1 2025. 451 funds tracked by Wall St. Rank hold TSEM as of Q2 2026.

  • Arvin Capital Management held 44,135 shares of Tower Semiconductor worth $11.5M as of Q2 2026.
  • Arvin Capital Management left its Tower Semiconductor share count unchanged in Q2 2026.
  • Tower Semiconductor made up 1.5% of Arvin Capital Management's portfolio in Q2 2026, its #29 holding.
  • Arvin Capital Management first reported a position in Tower Semiconductor in Q4 2024 and has held it in 7 quarters since.
  • Arvin Capital Management's Tower Semiconductor position peaked at $21.9M in Q1 2025.
  • 451 funds tracked by Wall St. Rank held Tower Semiconductor as of Q2 2026.

Based on Arvin Capital Management's 13F filing for Q2 2026, filed 13 Aug 2026.