Think Investments’s Tower Semiconductor TSEM Stock Holding History

Think Investments’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	$49.8M	Buy	190,900 +5,500	+3%	+$1.32M	5.88%	4
2026 Q1	$32.5M	Buy	+185,400	New	+$24.9M	4.27%	8

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

Think Investments's TSEM Position: Q2 2026 in Review

Think Investments increased its Tower Semiconductor (TSEM) stake by 3% in Q2 2026, buying an estimated $1.32M and bringing the position to 190,900 shares worth $49.8M. The position accounts for 5.88% of the portfolio, ranked #4.

Think Investments first reported a position in TSEM in Q1 2026 and has held it in 2 quarters since. 451 funds tracked by Wall St. Rank hold TSEM as of Q2 2026.

Think Investments held 190,900 shares of Tower Semiconductor worth $49.8M as of Q2 2026.
Think Investments bought 5,500 Tower Semiconductor shares in Q2 2026, an estimated $1.32M.
Tower Semiconductor made up 5.88% of Think Investments's portfolio in Q2 2026, its #4 holding.
Think Investments first reported a position in Tower Semiconductor in Q1 2026 and has held it in 2 quarters since.
451 funds tracked by Wall St. Rank held Tower Semiconductor as of Q2 2026.

Based on Think Investments's 13F filing for Q2 2026, filed 14 Aug 2026.