Position in TSEM
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$475,168,092
+$76,463,670 QoQ
Shares Held
1,823,082
-19.8% QoQ
Ownership
1.61%
of shares outstanding
% of Portfolio
13.94%
of 13F equity value
Holder Rank
#8
of 450 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in TSEM Over Time
Shares Held
Position Value (USD)
Derivatives in TSEM
reported options exposure · as of Sep 30, 2023CallValue
$12,358,592
CallShares
503,200
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Semiconductors
Technology · as of Jun 30, 2026Senvest Management, LLC holds $676,180,171 across 10 Semiconductors names. TSEM ranks #1 (70.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TSEM |
Tower Semiconductor Ltd
This page
|
1,823,082 | $475,168,092 | |
| 2 | CEVA |
Ceva Inc
|
1,633,155 | $77,019,589 | |
| 3 | MCHP |
Microchip Technology Inc
|
496,200 | $45,253,440 | |
| 4 | GFS |
GLOBALFOUNDRIES Inc.
|
260,408 | $21,460,223 | |
| 5 | INTC |
Intel Corp
|
118,800 | $16,588,044 | |
| 6 | WOLF |
Wolfspeed, Inc.
|
258,124 | $12,454,483 | |
| 7 | LASR |
Nlight, Inc.
|
160,338 | $11,162,731 | |
| 8 | NVDA |
Nvidia Corp
|
40,600 | $8,123,654 |
All Filings in TSEM
Export CSV
29 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $475,168,092 | 1,823,082 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $398,704,422 | 2,272,079 | Shares | Defined | 2026-05-14 | |
| 2025-12-31 | $466,351,847 | 3,971,656 | Shares | Defined | 2026-02-12 | |
| 2025-09-30 | $405,016,430 | 5,601,887 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $352,375,416 | 8,128,614 | Shares | Defined | 2025-08-11 | |
| 2025-03-31 | $287,398,453 | 8,059,407 | Shares | Defined | 2025-05-14 | |
| 2024-12-31 | $409,501,306 | 7,949,938 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $368,262,364 | 8,320,433 | Shares | Defined | 2024-11-12 | |
| 2024-06-30 | $321,619,718 | 8,181,626 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $268,712,413 | 8,033,256 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $218,968,730 | 7,174,598 | Shares | Defined | 2024-02-12 | |
| 2023-09-30 | $98,574,531 | 4,013,621 | Shares | Defined | 2023-11-13 | |
| 2023-09-30 | $12,358,592 | 503,200 | Call | Defined | 2023-11-13 | |
| 2023-06-30 | $95,919,880 | 2,556,500 | Shares | Defined | 2023-08-11 | |
| 2023-06-30 | $7,624,064 | 203,200 | Call | Defined | 2023-08-11 | |
| 2023-03-31 | $144,794,754 | 3,409,342 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $177,557,227 | 4,110,121 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $182,094,566 | 4,144,164 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $280,504,708 | 6,074,160 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $360,417,376 | 7,446,640 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $304,660,381 | 7,677,933 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $256,604,132 | 8,582,078 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $241,483,332 | 8,205,346 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $213,242,685 | 7,604,946 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $1,291,000 | 50,000 | Call | Sole | 2021-02-12 | |
| 2020-12-31 | $204,102,116 | 7,904,807 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $139,494,579 | 7,656,124 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $136,935,089 | 7,173,132 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $128,240,455 | 8,055,305 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||