Polar Capital Holdings’s Tower Semiconductor TSEM Stock Holding History

Polar Capital Holdings’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	$265M	Buy	1,015,166 +869,653	+598%	+$208M	0.62%	42
2026 Q1	$25.5M	Buy	145,513 +82,954	+133%	+$11.2M	0.09%	129
2025 Q4	$7.35M	Buy	+62,559	New	+$6.03M	0.03%	214
2025 Q2	–	Sell	-38,139	Closed	-$1.36M	–	304
2025 Q1	$1.36M	Sell	38,139 -249,679	-87%	-$11.3M	0.01%	265
2024 Q4	$14.8M	Buy	+287,818	New	+$13.5M	0.08%	167

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

Polar Capital Holdings's TSEM Position: Q2 2026 in Review

Polar Capital Holdings increased its Tower Semiconductor (TSEM) stake by 598% in Q2 2026, buying an estimated $208M and bringing the position to 1,015,166 shares worth $265M. The position accounts for 0.62% of the portfolio, ranked #42.

Polar Capital Holdings first reported a position in TSEM in Q4 2024 and has held it in 5 quarters since. 451 funds tracked by Wall St. Rank hold TSEM as of Q2 2026.

Polar Capital Holdings held 1,015,166 shares of Tower Semiconductor worth $265M as of Q2 2026.
Polar Capital Holdings bought 869,653 Tower Semiconductor shares in Q2 2026, an estimated $208M.
Tower Semiconductor made up 0.62% of Polar Capital Holdings's portfolio in Q2 2026, its #42 holding.
Polar Capital Holdings first reported a position in Tower Semiconductor in Q4 2024 and has held it in 5 quarters since.
451 funds tracked by Wall St. Rank held Tower Semiconductor as of Q2 2026.

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