LA
TSEM icon

Lee Ainslie’s Tower Semiconductor TSEM Stock Holding History

Lee Ainslie’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 		$693K Buy
+2,659
New +$637K 0.01% 139
2025
Q3 		– Sell
-17,299
Closed -$750K – 327
2025
Q2 		$750K Hold
17,299
– – 0.01% 196
2025
Q1 		$617K Buy
17,299
+10,519
+155% +$475K 0.01% 194
2024
Q4 		$349K Sell
6,780
-33,354
-83% -$1.56M 0.01% 169
2024
Q3 		$1.78M Buy
40,134
+1,157
+3% +$47.4K 0.03% 138
2024
Q2 		$1.53M Buy
38,977
+27,986
+255% +$994K 0.03% 155
2024
Q1 		$368K Buy
+10,991
New +$342K 0.01% 298
2023
Q3 		– Sell
-5,482
Closed -$206K – 498
2023
Q2 		$206K Sell
5,482
-1,906
-26% -$78.8K ﹤0.01% 391
2023
Q1 		$314K Buy
7,388
+381
+5% +$15.9K 0.01% 405
2022
Q4 		$303K Buy
7,007
+1,126
+19% +$48.9K 0.01% 282
2022
Q3 		$258K Buy
+5,881
New +$271K 0.01% 259

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

Lee Ainslie's TSEM Position: Q2 2026 in Review

Lee Ainslie opened a new position in Tower Semiconductor (TSEM) in Q2 2026: 2,659 shares worth $693K. The stake represents 0.01% of the portfolio and ranks #139 among its holdings. This is a return to the name: Lee Ainslie previously reported a position in TSEM as recently as Q2 2025.

Lee Ainslie first reported a position in TSEM in Q3 2022 and has held it in 11 quarters since. The position peaked at $1.78M in Q3 2024. 450 funds tracked by Wall St. Rank hold TSEM as of Q2 2026.

  • Lee Ainslie held 2,659 shares of Tower Semiconductor worth $693K as of Q2 2026.
  • Tower Semiconductor was a new Lee Ainslie position in Q2 2026.
  • Tower Semiconductor made up 0.01% of Lee Ainslie's portfolio in Q2 2026, its #139 holding.
  • Lee Ainslie first reported a position in Tower Semiconductor in Q3 2022 and has held it in 11 quarters since.
  • Lee Ainslie's Tower Semiconductor position peaked at $1.78M in Q3 2024.
  • 450 funds tracked by Wall St. Rank held Tower Semiconductor as of Q2 2026.

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