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Nishkama Capital LLC’s Tower Semiconductor TSEM Stock Holding History

Nishkama Capital LLC’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
Q1 		$12.1M Buy
+69,225
New +$9.31M 0.77% 34
2025
Q4 		– Sell
-42,230
Closed -$3.05M – 127
2025
Q3 		$3.05M Sell
42,230
-32,470
-43% -$1.77M 0.07% 109
2025
Q2 		$3.24M Buy
+74,700
New +$2.87M 0.12% 62
2025
Q1 		– Sell
-45,200
Closed -$2.33M – 85
2024
Q4 		$2.33M Buy
+45,200
New +$2.12M 0.16% 54

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UIM
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MIFH
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Nishkama Capital LLC's TSEM Position: Q1 2026 in Review

Nishkama Capital LLC opened a new position in Tower Semiconductor (TSEM) in Q1 2026: 69,225 shares worth $12.1M. The stake represents 0.77% of the portfolio and ranks #34 among its holdings. This is a return to the name: Nishkama Capital LLC previously reported a position in TSEM as recently as Q3 2025.

Nishkama Capital LLC first reported a position in TSEM in Q4 2024 and has held it in 4 quarters since. 377 funds tracked by Wall St. Rank hold TSEM as of Q1 2026.

  • Nishkama Capital LLC held 69,225 shares of Tower Semiconductor worth $12.1M as of Q1 2026.
  • Tower Semiconductor was a new Nishkama Capital LLC position in Q1 2026.
  • Tower Semiconductor made up 0.77% of Nishkama Capital LLC's portfolio in Q1 2026, its #34 holding.
  • Nishkama Capital LLC first reported a position in Tower Semiconductor in Q4 2024 and has held it in 4 quarters since.
  • 377 funds tracked by Wall St. Rank held Tower Semiconductor as of Q1 2026.

Based on Nishkama Capital LLC's 13F filing for Q1 2026, filed 15 May 2026.