Mawer Investment Management
TSEM icon

Mawer Investment Management’s Tower Semiconductor TSEM Stock Holding History

Mawer Investment 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 		$271M Buy
1,038,086
+73,051
+8% +$17.5M 1.84% 20
2026
Q1 		$169M Buy
+965,035
New +$130M 1.1% 27

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PF
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BlackRock
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Vanguard Capital Management
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Jane Street
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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

Mawer Investment Management's TSEM Position: Q2 2026 in Review

Mawer Investment Management increased its Tower Semiconductor (TSEM) stake by 7.6% in Q2 2026, buying an estimated $17.5M and bringing the position to 1,038,086 shares worth $271M. The position accounts for 1.84% of the portfolio, ranked #20.

Mawer Investment Management first reported a position in TSEM in Q1 2026 and has held it in 2 quarters since. 451 funds tracked by Wall St. Rank hold TSEM as of Q2 2026.

  • Mawer Investment Management held 1,038,086 shares of Tower Semiconductor worth $271M as of Q2 2026.
  • Mawer Investment Management bought 73,051 Tower Semiconductor shares in Q2 2026, an estimated $17.5M.
  • Tower Semiconductor made up 1.84% of Mawer Investment Management's portfolio in Q2 2026, its #20 holding.
  • Mawer Investment Management first reported a position in Tower Semiconductor in Q1 2026 and has held it in 2 quarters since.
  • 451 funds tracked by Wall St. Rank held Tower Semiconductor as of Q2 2026.

Based on Mawer Investment Management's 13F filing for Q2 2026, filed 7 Aug 2026.