Tairen Capital’s Tower Semiconductor TSEM Stock Holding History

Tairen 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
2026 Q1	–	Sell	-90,000	Closed	-$10.6M	–	74
2025 Q4	$10.6M	Buy	+90,000	New	+$8.67M	1.1%	34

Other funds holding TSEM

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

BlackRock New York $6.73T AUM 46.02% 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

UIM

USS Investment Management London, United Kingdom $27.8B AUM 39.42% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

MIFH

Migdal Insurance & Financial Holdings Petach Tikva, Israel $15.6B AUM 71.29% 1-Year Est. Return

HIIFS

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

Tairen Capital's TSEM Position: Q1 2026 in Review

Tairen Capital sold out of Tower Semiconductor (TSEM) in Q1 2026, closing a stake of 90,000 shares — an estimated $10.6M sold.

Tairen Capital first reported a position in TSEM in Q4 2025 and held it in 1 quarter. The position peaked at $10.6M in Q4 2025. 379 funds tracked by Wall St. Rank hold TSEM as of Q1 2026.

Tairen Capital reported no remaining Tower Semiconductor position as of Q1 2026 after selling out during the quarter.
Tairen Capital sold 90,000 Tower Semiconductor shares in Q1 2026, an estimated $10.6M.
Tairen Capital first reported a position in Tower Semiconductor in Q4 2025 and held it in 1 quarter.
Tairen Capital's Tower Semiconductor position peaked at $10.6M in Q4 2025.
379 funds tracked by Wall St. Rank held Tower Semiconductor as of Q1 2026.

Based on Tairen Capital's 13F filing for Q1 2026, filed 15 May 2026.