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 Q2	–	Sell	-69,225	Closed	-$12.1M	–	80
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

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

Nishkama Capital LLC's TSEM Position: Q2 2026 in Review

Nishkama Capital LLC sold out of Tower Semiconductor (TSEM) in Q2 2026, closing a stake of 69,225 shares — an estimated $12.1M sold.

Nishkama Capital LLC first reported a position in TSEM in Q4 2024 and held it in 4 quarters. The position peaked at $12.1M in Q1 2026. 452 funds tracked by Wall St. Rank hold TSEM as of Q2 2026.

Nishkama Capital LLC reported no remaining Tower Semiconductor position as of Q2 2026 after selling out during the quarter.
Nishkama Capital LLC sold 69,225 Tower Semiconductor shares in Q2 2026, an estimated $12.1M.
Nishkama Capital LLC first reported a position in Tower Semiconductor in Q4 2024 and held it in 4 quarters.
Nishkama Capital LLC's Tower Semiconductor position peaked at $12.1M in Q1 2026.
452 funds tracked by Wall St. Rank held Tower Semiconductor as of Q2 2026.

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