Seldon Capital’s Tower Semiconductor TSEM Stock Holding History

Seldon Capital’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
2023 Q3	–	Sell	-20,800	Closed	-$780K	–	59
2023 Q2	$780K	Sell	20,800 -27,936	-57%	-$1.16M	0.73%	28
2023 Q1	$2.07M	Hold	48,736	–	–	2.07%	15
2022 Q4	$2.11M	Sell	48,736 -163,767	-77%	-$7.12M	1.82%	16
2022 Q3	$9.34M	Hold	212,503	–	–	6.67%	3
2022 Q2	$9.81M	Hold	212,503	–	–	5.67%	4
2022 Q1	$10.3M	Buy	+212,503	New	+$8.97M	6.05%	4

Other funds holding TSEM

Clal Insurance Tel-Aviv, Israel $22.3B AUM 79.91% 1-Year Est. Return

Senvest Management New York $3.41B AUM 66.27% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Phoenix Financial Givatayim, Israel $14.6B AUM 57.48% 1-Year Est. Return

Baupost Group Boston, Massachusetts $5.42B AUM 22.93% 1-Year Est. Return

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

MAM

Melqart Asset Management London, United Kingdom $1.05B AUM 111.55% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Seldon Capital's TSEM Position: Q3 2023 in Review

Seldon Capital sold out of Tower Semiconductor (TSEM) in Q3 2023, closing a stake of 20,800 shares — an estimated $780K sold.

Seldon Capital first reported a position in TSEM in Q1 2022 and held it in 6 quarters. The position peaked at $10.3M in Q1 2022. 199 funds tracked by Wall St. Rank hold TSEM as of Q3 2023.

Seldon Capital reported no remaining Tower Semiconductor position as of Q3 2023 after selling out during the quarter.
Seldon Capital sold 20,800 Tower Semiconductor shares in Q3 2023, an estimated $780K.
Seldon Capital first reported a position in Tower Semiconductor in Q1 2022 and held it in 6 quarters.
Seldon Capital's Tower Semiconductor position peaked at $10.3M in Q1 2022.
199 funds tracked by Wall St. Rank held Tower Semiconductor as of Q3 2023.

Based on Seldon Capital's 13F filing for Q3 2023, filed 14 Nov 2023.