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	–	Sell	-445,000	Closed	-$78.1M	–	218
2026 Q1	$78.1M	Buy	445,000 +200,000	+82%	+$26.9M	2.1%	12
2025 Q4	$28.8M	Sell	245,000 -55,000	-18%	-$5.3M	0.6%	59
2025 Q3	$21.7M	Buy	+300,000	New	+$16.4M	0.45%	67
2025 Q2	–	Sell	-480,000	Closed	-$17.1M	–	191
2025 Q1	$17.1M	Sell	480,000 -836,000	-64%	-$37.8M	0.44%	74
2024 Q4	$67.8M	Buy	+1,316,000	New	+$61.6M	1.29%	21

Other funds holding TSEM

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

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

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

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.