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Value Aligned Research Advisors’s Tower Semiconductor TSEM Stock Holding History

Value Aligned Research Advisors’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
-270,441
Closed -$64.8M – 130
2026
Q1 		$47.5M Buy
+270,441
New +$36.4M 0.23% 53

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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

Value Aligned Research Advisors's TSEM Position: Q2 2026 in Review

Value Aligned Research Advisors sold out of Tower Semiconductor (TSEM) in Q2 2026, closing a stake of 270,441 shares — an estimated $64.8M sold.

Value Aligned Research Advisors first reported a position in TSEM in Q1 2026 and held it in 1 quarter. The position peaked at $47.5M in Q1 2026. 451 funds tracked by Wall St. Rank hold TSEM as of Q2 2026.

  • Value Aligned Research Advisors reported no remaining Tower Semiconductor position as of Q2 2026 after selling out during the quarter.
  • Value Aligned Research Advisors sold 270,441 Tower Semiconductor shares in Q2 2026, an estimated $64.8M.
  • Value Aligned Research Advisors first reported a position in Tower Semiconductor in Q1 2026 and held it in 1 quarter.
  • Value Aligned Research Advisors's Tower Semiconductor position peaked at $47.5M in Q1 2026.
  • 451 funds tracked by Wall St. Rank held Tower Semiconductor as of Q2 2026.

Based on Value Aligned Research Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.