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John Overdeck’s Tower Semiconductor TSEM Stock Holding History

John Overdeck’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 		$1.25M Buy
4,800
+2,000
+71% +$479K ﹤0.01% 3434
2026
Q1 		$491K Sell
2,800
-3,200
-53% -$430K ﹤0.01% 3760
2025
Q4 		$705K Buy
+6,000
New +$578K ﹤0.01% 3136
2021
Q3 		– Sell
-9,300
Closed -$274K – 4723
2021
Q2 		$274K Sell
9,300
-1,200
-11% -$33.7K ﹤0.01% 3578
2021
Q1 		$294K Buy
+10,500
New +$309K ﹤0.01% 3338

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

John Overdeck's TSEM Position: Q2 2026 in Review

John Overdeck increased its Tower Semiconductor (TSEM) stake by 6,274% in Q2 2026, buying an estimated $144M and bringing the position to 611,924 shares worth $159M. The position accounts for 0.12% of the portfolio, ranked #194.

John Overdeck first reported a position in TSEM in Q2 2014 and has held it in 34 quarters since. 450 funds tracked by Wall St. Rank hold TSEM as of Q2 2026.

  • John Overdeck held 611,924 shares of Tower Semiconductor worth $159M as of Q2 2026.
  • John Overdeck bought 602,324 Tower Semiconductor shares in Q2 2026, an estimated $144M.
  • Tower Semiconductor made up 0.12% of John Overdeck's portfolio in Q2 2026, its #194 holding.
  • John Overdeck first reported a position in Tower Semiconductor in Q2 2014 and has held it in 34 quarters since.
  • 450 funds tracked by Wall St. Rank held Tower Semiconductor as of Q2 2026.

Based on Two Sigma Investments's 13F filing for Q2 2026, filed 14 Aug 2026.