Capstone Capital Management’s Tower Semiconductor TSEM Stock Holding History

Capstone 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	$1.86M	Buy	+7,137	New	+$1.71M	0.83%	37

Other funds holding TSEM

Assenagon Asset Management

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Rockingstone Advisors Great Barrington, Massachusetts $249M AUM 31.06% 1-Year Est. Return

GHP Investment Advisors Denver, Colorado $2.72B AUM 27.58% 1-Year Est. Return

Katamaran Capital London, United Kingdom $126M AUM 56.55% 1-Year Est. Return

Hunter Perkins Capital Management Lombard, Illinois $446M AUM 25.88% 1-Year Est. Return

Tectonic Advisors Frisco, Texas $2.08B AUM 16.31% 1-Year Est. Return

J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return

ASR Vermogensbeheer Utrecht, Netherlands $9.71B AUM 37.32% 1-Year Est. Return

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

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

Capstone Capital Management opened a new position in Tower Semiconductor (TSEM) in Q2 2026: 7,137 shares worth $1.86M. The stake represents 0.83% of the portfolio and ranks #37 among its holdings.

49 funds tracked by Wall St. Rank hold TSEM as of Q2 2026.

Capstone Capital Management held 7,137 shares of Tower Semiconductor worth $1.86M as of Q2 2026.
Tower Semiconductor was a new Capstone Capital Management position in Q2 2026.
Tower Semiconductor made up 0.83% of Capstone Capital Management's portfolio in Q2 2026, its #37 holding.
49 funds tracked by Wall St. Rank held Tower Semiconductor as of Q2 2026.

Based on Capstone Capital Management's 13F filing for Q2 2026, filed 20 Jul 2026.