GF Fund Management’s Tower Semiconductor TSEM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$58.9M Sell
225,856
-918,539
-80% -$220M 0.71% 30
2026
Q1
$201M Buy
1,144,395
+835,983
+271% +$112M 3.36% 7
2025
Q4
$36.2M Buy
308,412
+307,267
+26,836% +$29.6M 0.62% 38
2025
Q3
$82.8K Buy
+1,145
New +$62.5K ﹤0.01% 348

Other funds holding TSEM

GF Fund Management's TSEM Position: Q2 2026 in Review

GF Fund Management reduced its Tower Semiconductor (TSEM) stake by 80% in Q2 2026, selling an estimated $220M and leaving 225,856 shares worth $58.9M. The position accounts for 0.71% of the portfolio, ranked #30.

GF Fund Management first reported a position in TSEM in Q3 2025 and has held it in 4 quarters since. The position peaked at $201M in Q1 2026. 452 funds tracked by Wall St. Rank hold TSEM as of Q2 2026.

  • GF Fund Management held 225,856 shares of Tower Semiconductor worth $58.9M as of Q2 2026.
  • GF Fund Management sold 918,539 Tower Semiconductor shares in Q2 2026, an estimated $220M.
  • Tower Semiconductor made up 0.71% of GF Fund Management's portfolio in Q2 2026, its #30 holding.
  • GF Fund Management first reported a position in Tower Semiconductor in Q3 2025 and has held it in 4 quarters since.
  • GF Fund Management's Tower Semiconductor position peaked at $201M in Q1 2026.
  • 452 funds tracked by Wall St. Rank held Tower Semiconductor as of Q2 2026.

Based on GF Fund Management's 13F filing for Q2 2026, filed 7 Aug 2026.