DSM CAPITAL PARTNERS LLC
Position in TSEM — Tower Semiconductor Ltd
CIK 1214639
Palm Beach Gardens, FL
Position in TSEM
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$4,964,149
+$1,618,097 QoQ
Shares Held
19,046
-0.1% QoQ
Ownership
0.017%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#149
of 448 holders
Holding Since
Mar 2026
2 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, 2026DSM CAPITAL PARTNERS LLC holds $1,560,541,546 across 12 Semiconductors names. TSEM ranks #4 (0.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NVDA |
Nvidia Corp
|
4,702,822 | $940,987,653 | |
| 2 | AVGO |
Broadcom Inc.
|
1,414,647 | $534,382,904 | |
| 3 | TSM |
Taiwan Semiconductor Manufacturing Co Ltd
|
158,437 | $75,664,758 | |
| 4 | TSEM |
Tower Semiconductor Ltd
This page
|
19,046 | $4,964,149 | |
| 5 | MRVL |
Marvell Technology, Inc.
|
2,941 | $876,094 | |
| 6 | AMD |
Advanced Micro Devices Inc
|
1,263 | $733,689 | |
| 7 | INTC |
Intel Corp
|
4,931 | $688,515 | |
| 8 | ARM |
Arm Holdings PLC /Uk
|
1,940 | $687,865 |
All Filings in TSEM
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,964,149 | 19,046 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $3,346,052 | 19,068 | Shares | Sole | 2026-04-29 | |
| No filing history on record for this holder in this stock. | ||||||