Summit Partners Public Asset Management’s Tower Semiconductor TSEM Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$44.2M	Buy	1,020,163 +43,616	+4%	+$1.89M	1.12%	21
2025 Q1	$34.8M	Sell	976,547 -1,146,266	-54%	-$40.9M	0.89%	25
2024 Q4	$109M	Buy	2,122,813 +626,498	+42%	+$32.3M	2.09%	6
2024 Q3	$66.2M	Buy	1,496,315 +1,376,315	+1,147%	+$60.9M	2.05%	13
2024 Q2	$4.72M	Buy	+120,000	New	+$4.72M	0.18%	60