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Polymer Capital Management’s Tower Semiconductor TSEM Stock Holding History

Polymer Capital 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 		– Sell
-27,694
Closed -$4.86M – 988
2026
Q1 		$4.86M Sell
27,694
-15,578
-36% -$2.09M 0.49% 43
2025
Q4 		$5.08M Sell
43,272
-5,328
-11% -$513K 0.53% 32
2025
Q3 		$3.51M Buy
+48,600
New +$2.65M 0.37% 56
2025
Q2 		– Sell
-34,700
Closed -$1.24M – 776
2025
Q1 		$1.24M Sell
34,700
-52,200
-60% -$2.36M 0.32% 63
2024
Q4 		$4.48M Buy
+86,900
New +$4.07M 1.21% 21

Other funds holding TSEM

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T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
CI
Clal Insurance Tel-Aviv, Israel $22.3B AUM 79.91% 1-Year Est. Return
PF
Phoenix Financial Givatayim, Israel $14.6B AUM 57.48% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Jane Street
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
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

Polymer Capital Management's TSEM Position: Q2 2026 in Review

Polymer Capital Management sold out of Tower Semiconductor (TSEM) in Q2 2026, closing a stake of 27,694 shares — an estimated $4.86M sold.

Polymer Capital Management first reported a position in TSEM in Q4 2024 and held it in 5 quarters. The position peaked at $5.08M in Q4 2025. 452 funds tracked by Wall St. Rank hold TSEM as of Q2 2026.

  • Polymer Capital Management reported no remaining Tower Semiconductor position as of Q2 2026 after selling out during the quarter.
  • Polymer Capital Management sold 27,694 Tower Semiconductor shares in Q2 2026, an estimated $4.86M.
  • Polymer Capital Management first reported a position in Tower Semiconductor in Q4 2024 and held it in 5 quarters.
  • Polymer Capital Management's Tower Semiconductor position peaked at $5.08M in Q4 2025.
  • 452 funds tracked by Wall St. Rank held Tower Semiconductor as of Q2 2026.

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