WCM INVESTMENT MANAGEMENT, LLC
Position in TSEM — Tower Semiconductor Ltd
CIK 1061186
LAGUNA BEACH, CA
Position in TSEM
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$11,788,225
+$7,978,555 QoQ
Shares Held
45,228
+108.3% QoQ
Ownership
0.040%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#105
of 448 holders
Holding Since
Sep 2025
4 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in TSEM Over Time
Shares Held
Position Value (USD)
Position in Semiconductors
Technology · as of Jun 30, 2026WCM INVESTMENT MANAGEMENT, LLC holds $5,462,318,730 across 10 Semiconductors names. TSEM ranks #5 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TSM |
Taiwan Semiconductor Manufacturing Co Ltd
|
9,261,509 | $4,423,018,852 | |
| 2 | NVDA |
Nvidia Corp
|
4,767,428 | $953,914,668 | |
| 3 | SITM |
SITIME Corp
|
27,207 | $20,284,450 | |
| 4 | RMBS |
Rambus Inc
|
130,986 | $17,387,081 | |
| 5 | TSEM |
Tower Semiconductor Ltd
This page
|
45,228 | $11,788,225 | |
| 6 | STM |
STMicroelectronics N.V.
|
152,034 | $11,385,826 | |
| 7 | SMTC |
Semtech Corp
|
66,122 | $10,701,845 | |
| 8 | MXL |
Maxlinear, Inc
|
78,031 | $9,990,308 |
All Filings in TSEM
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $11,788,225 | 45,228 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $3,809,670 | 21,710 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $21,838,006 | 185,982 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $5,950,796 | 82,307 | Shares | Sole | 2025-11-04 | |
| No filing history on record for this holder in this stock. | ||||||