Position in TSEM
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$19,479,712
-$3,963,888 QoQ
Shares Held
74,738
-44.1% QoQ
Ownership
0.066%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#88
of 449 holders
Holding Since
Sep 2025
4 quarters on record
Voting authority
Sole 99%
Shared 0%
None 1%
Common Shares in TSEM Over Time
Shares Held
Position Value (USD)
Position in Semiconductors
Technology · as of Jun 30, 2026Calamos Advisors LLC holds $3,116,505,838 across 24 Semiconductors names. TSEM ranks #13 (0.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NVDA |
Nvidia Corp
|
7,059,874 | $1,412,610,188 | |
| 2 | AVGO |
Broadcom Inc.
|
1,374,612 | $519,259,683 | |
| 3 | MU |
Micron Technology Inc
|
313,454 | $361,816,817 | |
| 4 | AMD |
Advanced Micro Devices Inc
|
540,770 | $314,138,700 | |
| 5 | INTC |
Intel Corp
|
1,268,305 | $177,093,427 | |
| 6 | TXN |
Texas Instruments Inc
|
199,288 | $59,401,774 | |
| 7 | ADI |
Analog Devices Inc
|
98,671 | $39,189,161 | |
| 8 | QCOM |
Qualcomm Inc/De
|
203,664 | $37,635,070 |
All Filings in TSEM
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $19,479,712 | 74,738 | Shares | Other | 2026-07-31 | |
| 2026-03-31 | $23,443,600 | 133,597 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $2,905,322 | 24,743 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $698,707 | 9,664 | Shares | Sole | 2025-10-20 | |
| No filing history on record for this holder in this stock. | ||||||