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 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 Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return

Phoenix Financial Givatayim, Israel $10.5B AUM 49.21% 1-Year Est. Return

UIM

USS Investment Management London, United Kingdom $25.6B AUM 30.22% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Senvest Management New York $3.01B AUM 35.7% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

MIFH

Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 1-Year Est. Return

HIIFS

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

Summit Partners Public Asset Management's TSEM Position: Q1 2026 in Review

Summit Partners Public Asset Management reduced its Tower Semiconductor (TSEM) stake by 28% in Q1 2026, selling an estimated $36.4M and leaving 692,055 shares worth $121M. The position accounts for 3.26% of the portfolio, ranked #3.

Summit Partners Public Asset Management first reported a position in TSEM in Q2 2024 and has held it in 8 quarters since. 377 funds tracked by Wall St. Rank hold TSEM as of Q1 2026.

Summit Partners Public Asset Management held 692,055 shares of Tower Semiconductor worth $121M as of Q1 2026.
Summit Partners Public Asset Management sold 270,403 Tower Semiconductor shares in Q1 2026, an estimated $36.4M.
Tower Semiconductor made up 3.26% of Summit Partners Public Asset Management's portfolio in Q1 2026, its #3 holding.
Summit Partners Public Asset Management first reported a position in Tower Semiconductor in Q2 2024 and has held it in 8 quarters since.
377 funds tracked by Wall St. Rank held Tower Semiconductor as of Q1 2026.

Based on Summit Partners Public Asset Management's 13F filing for Q1 2026, filed 15 May 2026.