Jennison Associates
TSEM icon

Jennison Associates’s Tower Semiconductor TSEM Stock Holding History

Jennison Associates’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 		$65.1M Sell
249,728
-365,488
-59% -$87.6M 0.04% 205
2026
Q1 		$108M Sell
615,216
-783,771
-56% -$105M 0.07% 124
2025
Q4 		$164M Sell
1,398,987
-932,844
-40% -$89.9M 0.1% 87
2025
Q3 		$169M Buy
2,331,831
+369,600
+19% +$20.2M 0.1% 82
2025
Q2 		$85.1M Sell
1,962,231
-584,126
-23% -$22.4M 0.05% 145
2025
Q1 		$90.8M Buy
2,546,357
+57,544
+2% +$2.6M 0.06% 139
2024
Q4 		$128M Sell
2,488,813
-302,178
-11% -$14.1M 0.08% 118
2024
Q3 		$124M Buy
2,790,991
+40,038
+1% +$1.64M 0.08% 114
2024
Q2 		$108M Buy
2,750,953
+100,670
+4% +$3.58M 0.07% 115
2024
Q1 		$88.7M Buy
2,650,283
+580,610
+28% +$18.1M 0.06% 133
2023
Q4 		$63.2M Buy
2,069,673
+593,003
+40% +$15.5M 0.05% 162
2023
Q3 		$36.3M Sell
1,476,670
-550,030
-27% -$17.6M 0.03% 226
2023
Q2 		$76M Buy
2,026,700
+98,382
+5% +$4.07M 0.06% 138
2023
Q1 		$81.9M Buy
1,928,318
+21,224
+1% +$887K 0.08% 125
2022
Q4 		$82.4M Buy
1,907,094
+1,350
+0.1% +$58.7K 0.08% 132
2022
Q3 		$83.7M Buy
1,905,744
+270,670
+17% +$12.5M 0.08% 118
2022
Q2 		$75.5M Buy
1,635,074
+443
+0% +$21.1K 0.08% 128
2022
Q1 		$79.1M Sell
1,634,631
-130,462
-7% -$5.5M 0.06% 147
2021
Q4 		$70M Sell
1,765,093
-29,137
-2% -$1.01M 0.04% 170
2021
Q3 		$53.6M Buy
1,794,230
+6,732
+0.4% +$194K 0.03% 208
2021
Q2 		$52.6M Sell
1,787,498
-9,675
-0.5% -$272K 0.03% 215
2021
Q1 		$50.4M Sell
1,797,173
-31,262
-2% -$921K 0.04% 220
2020
Q4 		$47.2M Sell
1,828,435
-100,660
-5% -$2.3M 0.03% 215
2020
Q3 		$35.1M Buy
1,929,095
+28,595
+2% +$577K 0.03% 238
2020
Q2 		$36.3M Buy
1,900,500
+348,566
+22% +$6.67M 0.03% 208
2020
Q1 		$24.7M Buy
1,551,934
+189,016
+14% +$3.94M 0.03% 228
2019
Q4 		$32.8M Buy
1,362,918
+970,075
+247% +$21.8M 0.03% 240
2019
Q3 		$7.56M Buy
+392,843
New +$7.33M 0.01% 434

Other funds holding TSEM

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
CI
Clal Insurance Tel-Aviv, Israel $22.3B AUM 79.91% 1-Year Est. Return
PF
Phoenix Financial Givatayim, Israel $14.6B AUM 57.48% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Jane Street
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
SM
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

Jennison Associates's TSEM Position: Q2 2026 in Review

Jennison Associates reduced its Tower Semiconductor (TSEM) stake by 59% in Q2 2026, selling an estimated $87.6M and leaving 249,728 shares worth $65.1M. The position accounts for 0.04% of the portfolio, ranked #205.

Jennison Associates first reported a position in TSEM in Q3 2019 and has held it in 28 quarters since. The position peaked at $169M in Q3 2025. 452 funds tracked by Wall St. Rank hold TSEM as of Q2 2026.

  • Jennison Associates held 249,728 shares of Tower Semiconductor worth $65.1M as of Q2 2026.
  • Jennison Associates sold 365,488 Tower Semiconductor shares in Q2 2026, an estimated $87.6M.
  • Tower Semiconductor made up 0.04% of Jennison Associates's portfolio in Q2 2026, its #205 holding.
  • Jennison Associates first reported a position in Tower Semiconductor in Q3 2019 and has held it in 28 quarters since.
  • Jennison Associates's Tower Semiconductor position peaked at $169M in Q3 2025.
  • 452 funds tracked by Wall St. Rank held Tower Semiconductor as of Q2 2026.

Based on Jennison Associates's 13F filing for Q2 2026, filed 3 Aug 2026.