Cambiar Investors’s Tower Semiconductor TSEM Stock Holding History

Cambiar Investors’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	$5.81M	Sell	22,308 -9,948	-31%	-$2.38M	0.25%	64
2026 Q1	$5.66M	Sell	32,256 -17,608	-35%	-$2.37M	0.26%	58
2025 Q4	$5.86M	Buy	49,864 +18,839	+61%	+$1.81M	0.26%	61
2025 Q3	$2.24M	Sell	31,025 -4,000	-11%	-$218K	0.1%	92
2025 Q2	$1.52M	Sell	35,025 -13	-0%	-$499	0.06%	116
2025 Q1	$1.25M	Sell	35,038 -6,882	-16%	-$311K	0.05%	126
2024 Q4	$2.16M	Sell	41,920 -25,930	-38%	-$1.21M	0.09%	113
2024 Q3	$3M	Sell	67,850 -4,171	-6%	-$171K	0.12%	95
2024 Q2	$2.83M	Hold	72,021	–	–	0.11%	95
2024 Q1	$2.41M	Sell	72,021 -1,794	-2%	-$55.8K	0.09%	104
2023 Q4	$2.25M	Hold	73,815	–	–	0.09%	128
2023 Q3	$1.81M	Buy	+73,815	New	+$2.37M	0.08%	138

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

Cambiar Investors's TSEM Position: Q2 2026 in Review

Cambiar Investors reduced its Tower Semiconductor (TSEM) stake by 31% in Q2 2026, selling an estimated $2.38M and leaving 22,308 shares worth $5.81M. The position accounts for 0.25% of the portfolio, ranked #64.

Cambiar Investors first reported a position in TSEM in Q3 2023 and has held it in 12 quarters since. The position peaked at $5.86M in Q4 2025. 451 funds tracked by Wall St. Rank hold TSEM as of Q2 2026.

Cambiar Investors held 22,308 shares of Tower Semiconductor worth $5.81M as of Q2 2026.
Cambiar Investors sold 9,948 Tower Semiconductor shares in Q2 2026, an estimated $2.38M.
Tower Semiconductor made up 0.25% of Cambiar Investors's portfolio in Q2 2026, its #64 holding.
Cambiar Investors first reported a position in Tower Semiconductor in Q3 2023 and has held it in 12 quarters since.
Cambiar Investors's Tower Semiconductor position peaked at $5.86M in Q4 2025.
451 funds tracked by Wall St. Rank held Tower Semiconductor as of Q2 2026.

Based on Cambiar Investors's 13F filing for Q2 2026, filed 31 Jul 2026.