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

Summit Partners Public Asset 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 		$135M Sell
517,547
-174,508
-25% -$41.8M 2.37% 7
2026
Q1 		$121M Sell
692,055
-270,403
-28% -$36.4M 3.26% 3
2025
Q4 		$113M Sell
962,458
-109,589
-10% -$10.6M 2.35% 9
2025
Q3 		$77.5M Buy
1,072,047
+51,884
+5% +$2.83M 1.61% 16
2025
Q2 		$44.2M Buy
1,020,163
+43,616
+4% +$1.67M 1.12% 29
2025
Q1 		$34.8M Sell
976,547
-1,146,266
-54% -$51.8M 0.89% 40
2024
Q4 		$109M Buy
2,122,813
+626,498
+42% +$29.3M 2.09% 9
2024
Q3 		$66.2M Buy
1,496,315
+1,376,315
+1,147% +$56.4M 2.05% 16
2024
Q2 		$4.72M Buy
+120,000
New +$4.26M 0.18% 79

Other funds holding TSEM

T. Rowe Price Associates
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

Summit Partners Public Asset Management's TSEM Position: Q2 2026 in Review

Summit Partners Public Asset Management reduced its Tower Semiconductor (TSEM) stake by 25% in Q2 2026, selling an estimated $41.8M and leaving 517,547 shares worth $135M. The position accounts for 2.37% of the portfolio, ranked #7.

Summit Partners Public Asset Management first reported a position in TSEM in Q2 2024 and has held it in 9 quarters since. 452 funds tracked by Wall St. Rank hold TSEM as of Q2 2026.

  • Summit Partners Public Asset Management held 517,547 shares of Tower Semiconductor worth $135M as of Q2 2026.
  • Summit Partners Public Asset Management sold 174,508 Tower Semiconductor shares in Q2 2026, an estimated $41.8M.
  • Tower Semiconductor made up 2.37% of Summit Partners Public Asset Management's portfolio in Q2 2026, its #7 holding.
  • Summit Partners Public Asset Management first reported a position in Tower Semiconductor in Q2 2024 and has held it in 9 quarters since.
  • 452 funds tracked by Wall St. Rank held Tower Semiconductor as of Q2 2026.

Based on Summit Partners Public Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.