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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
2025
Q3 		– Sell
-7,900
Closed -$342K – 50
2025
Q2 		$342K Sell
7,900
-65,200
-89% -$2.5M 0.07% 40
2025
Q1 		$2.61M Buy
+73,100
New +$3.3M 0.52% 39

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PF
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Vanguard Capital Management
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Jane Street
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UIM
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HIIFS
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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. 452 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.
  • 452 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.