Hood River Capital Management’s Tower Semiconductor TSEM Stock Holding History

Hood River 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 Q1	$3.8M	Sell	21,659 -372,333	-95%	-$50.1M	0.04%	148
2025 Q4	$46.3M	Sell	393,992 -1,116,598	-74%	-$108M	0.51%	70
2025 Q3	$109M	Buy	+1,510,590	New	+$82.5M	1.29%	22
2025 Q1	–	Sell	-9,293	Closed	-$479K	–	182
2024 Q4	$479K	Buy	+9,293	New	+$435K	0.01%	148
2016 Q1	–	Sell	-590,400	Closed	-$8.3M	–	100
2015 Q4	$8.3M	Buy	590,400 +181,184	+44%	+$2.62M	1.06%	40
2015 Q3	$5.27M	Buy	409,216 +4,794	+1%	+$64.5K	0.73%	58
2015 Q2	$6.24M	Sell	404,422 -256,656	-39%	-$4.11M	0.76%	59
2015 Q1	$11.2M	Sell	661,078 -31,393	-5%	-$481K	1.38%	31
2014 Q4	$9.23M	Buy	+692,471	New	+$7.77M	1.17%	36

Other funds holding TSEM

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return

Phoenix Financial Givatayim, Israel $10.5B AUM 49.21% 1-Year Est. Return

UIM

USS Investment Management London, United Kingdom $25.6B AUM 30.22% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Senvest Management New York $3.01B AUM 35.7% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

MIFH

Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 1-Year Est. Return

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $14.7B AUM 47% 1-Year Est. Return

Hood River Capital Management's TSEM Position: Q1 2026 in Review

Hood River Capital Management reduced its Tower Semiconductor (TSEM) stake by 95% in Q1 2026, selling an estimated $50.1M and leaving 21,659 shares worth $3.8M. The position accounts for 0.04% of the portfolio, ranked #148.

Hood River Capital Management first reported a position in TSEM in Q4 2014 and has held it in 9 quarters since. The position peaked at $109M in Q3 2025. 377 funds tracked by Wall St. Rank hold TSEM as of Q1 2026.

Hood River Capital Management held 21,659 shares of Tower Semiconductor worth $3.8M as of Q1 2026.
Hood River Capital Management sold 372,333 Tower Semiconductor shares in Q1 2026, an estimated $50.1M.
Tower Semiconductor made up 0.04% of Hood River Capital Management's portfolio in Q1 2026, its #148 holding.
Hood River Capital Management first reported a position in Tower Semiconductor in Q4 2014 and has held it in 9 quarters since.
Hood River Capital Management's Tower Semiconductor position peaked at $109M in Q3 2025.
377 funds tracked by Wall St. Rank held Tower Semiconductor as of Q1 2026.

Based on Hood River Capital Management's 13F filing for Q1 2026, filed 15 May 2026.