Melqart Asset Management’s Tower Semiconductor TSEM Stock Holding History

Melqart Asset 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	$6.47M	Buy	+24,811	New	+$5.94M	0.62%	35
2024 Q1	–	Sell	-1,157,462	Closed	-$35.3M	–	54
2023 Q4	$35.3M	Sell	1,157,462 -602,344	-34%	-$15.7M	2.59%	14
2023 Q3	$43.2M	Buy	1,759,806 +272,343	+18%	+$8.73M	3.09%	9
2023 Q2	$55.8M	Buy	1,487,463 +324,067	+28%	+$13.4M	4.33%	6
2023 Q1	$49.4M	Buy	1,163,396 +599,324	+106%	+$25M	3.64%	8
2022 Q4	$24.4M	Buy	564,072 +68,676	+14%	+$2.98M	2.06%	21
2022 Q3	$21.8M	Buy	495,396 +195,483	+65%	+$9M	1.66%	25
2022 Q2	$13.8M	Buy	299,913 +122,500	+69%	+$5.83M	1.07%	32
2022 Q1	$8.59M	Buy	+177,413	New	+$7.49M	0.57%	46

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

Melqart Asset Management's TSEM Position: Q2 2026 in Review

Melqart Asset Management opened a new position in Tower Semiconductor (TSEM) in Q2 2026: 24,811 shares worth $6.47M. The stake represents 0.62% of the portfolio and ranks #35 among its holdings. This is a return to the name: Melqart Asset Management previously reported a position in TSEM as recently as Q4 2023.

Melqart Asset Management first reported a position in TSEM in Q1 2022 and has held it in 9 quarters since. The position peaked at $55.8M in Q2 2023. 452 funds tracked by Wall St. Rank hold TSEM as of Q2 2026.

Melqart Asset Management held 24,811 shares of Tower Semiconductor worth $6.47M as of Q2 2026.
Tower Semiconductor was a new Melqart Asset Management position in Q2 2026.
Tower Semiconductor made up 0.62% of Melqart Asset Management's portfolio in Q2 2026, its #35 holding.
Melqart Asset Management first reported a position in Tower Semiconductor in Q1 2022 and has held it in 9 quarters since.
Melqart Asset Management's Tower Semiconductor position peaked at $55.8M in Q2 2023.
452 funds tracked by Wall St. Rank held Tower Semiconductor as of Q2 2026.

Based on Melqart Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.