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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
Q1 		$6.88M Buy
+39,200
New +$5.27M 0.03% 86

Other funds holding TSEM

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
CI
Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return
PF
Phoenix Financial Givatayim, Israel $10.5B AUM 49.21% 1-Year Est. Return
UIM
USS Investment Management London, United Kingdom $25.6B AUM 30.22% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
SM
Senvest Management New York $3.01B AUM 35.7% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
MIFH
Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 1-Year Est. Return
HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $14.7B AUM 47% 1-Year Est. Return

Value Aligned Research Advisors's TSEM Position: Q1 2026 in Review

Value Aligned Research Advisors opened a new position in Tower Semiconductor (TSEM) in Q1 2026: 270,441 shares worth $47.5M. The stake represents 0.23% of the portfolio and ranks #53 among its holdings.

377 funds tracked by Wall St. Rank hold TSEM as of Q1 2026.

  • Value Aligned Research Advisors held 270,441 shares of Tower Semiconductor worth $47.5M as of Q1 2026.
  • Tower Semiconductor was a new Value Aligned Research Advisors position in Q1 2026.
  • Tower Semiconductor made up 0.23% of Value Aligned Research Advisors's portfolio in Q1 2026, its #53 holding.
  • 377 funds tracked by Wall St. Rank held Tower Semiconductor as of Q1 2026.

Based on Value Aligned Research Advisors's 13F filing for Q1 2026, filed 18 May 2026.