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 Q2	$7.6M	Buy	29,148 +7,489	+35%	+$1.79M	0.06%	142
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 $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

Hood River Capital Management's TSEM Position: Q2 2026 in Review

Hood River Capital Management increased its Tower Semiconductor (TSEM) stake by 35% in Q2 2026, buying an estimated $1.79M and bringing the position to 29,148 shares worth $7.6M. The position accounts for 0.06% of the portfolio, ranked #142.

Hood River Capital Management first reported a position in TSEM in Q4 2014 and has held it in 10 quarters since. The position peaked at $109M in Q3 2025. 451 funds tracked by Wall St. Rank hold TSEM as of Q2 2026.

Hood River Capital Management held 29,148 shares of Tower Semiconductor worth $7.6M as of Q2 2026.
Hood River Capital Management bought 7,489 Tower Semiconductor shares in Q2 2026, an estimated $1.79M.
Tower Semiconductor made up 0.06% of Hood River Capital Management's portfolio in Q2 2026, its #142 holding.
Hood River Capital Management first reported a position in Tower Semiconductor in Q4 2014 and has held it in 10 quarters since.
Hood River Capital Management's Tower Semiconductor position peaked at $109M in Q3 2025.
451 funds tracked by Wall St. Rank held Tower Semiconductor as of Q2 2026.

Based on Hood River Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.