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Turiya Advisors Asia’s Tower Semiconductor TSEM Stock Holding History

Turiya Advisors Asia’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 		$117M Sell
450,519
-315,841
-41% -$75.7M 26.71% 2
2026
Q1 		$134M Sell
766,360
-705,685
-48% -$94.9M 27.1% 2
2025
Q4 		$173M Buy
+1,472,045
New +$142M 26.47% 2

Other funds holding TSEM

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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

Turiya Advisors Asia's TSEM Position: Q2 2026 in Review

Turiya Advisors Asia reduced its Tower Semiconductor (TSEM) stake by 41% in Q2 2026, selling an estimated $75.7M and leaving 450,519 shares worth $117M. The position accounts for 26.71% of the portfolio, ranked #2.

Turiya Advisors Asia first reported a position in TSEM in Q4 2025 and has held it in 3 quarters since. The position peaked at $173M in Q4 2025. 451 funds tracked by Wall St. Rank hold TSEM as of Q2 2026.

  • Turiya Advisors Asia held 450,519 shares of Tower Semiconductor worth $117M as of Q2 2026.
  • Turiya Advisors Asia sold 315,841 Tower Semiconductor shares in Q2 2026, an estimated $75.7M.
  • Tower Semiconductor made up 26.71% of Turiya Advisors Asia's portfolio in Q2 2026, its #2 holding.
  • Turiya Advisors Asia first reported a position in Tower Semiconductor in Q4 2025 and has held it in 3 quarters since.
  • Turiya Advisors Asia's Tower Semiconductor position peaked at $173M in Q4 2025.
  • 451 funds tracked by Wall St. Rank held Tower Semiconductor as of Q2 2026.

Based on Turiya Advisors Asia's 13F filing for Q2 2026, filed 12 Aug 2026.