Position in TSEM
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$11,551,564
+$49,903 QoQ
Shares Held
44,320
-32.4% QoQ
Ownership
0.039%
of shares outstanding
% of Portfolio
0.77%
of 13F equity value
Holder Rank
#107
of 448 holders
Holding Since
Mar 2020
17 quarters on record
Voting authority
Sole 75%
Shared 0%
None 25%
Common Shares in TSEM Over Time
Shares Held
Position Value (USD)
Position in Semiconductors
Technology · as of Jun 30, 2026Hodges Capital Management Inc. holds $171,705,633 across 10 Semiconductors names. TSEM ranks #6 (6.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MU |
Micron Technology Inc
|
45,882 | $52,961,133 | |
| 2 | NVDA |
Nvidia Corp
|
213,605 | $42,740,224 | |
| 3 | TSM |
Taiwan Semiconductor Manufacturing Co Ltd
|
38,958 | $18,605,172 | |
| 4 | MXL |
Maxlinear, Inc
|
133,645 | $17,110,569 | |
| 5 | AVGO |
Broadcom Inc.
|
34,812 | $13,150,233 | |
| 6 | TSEM |
Tower Semiconductor Ltd
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|
44,320 | $11,551,564 | |
| 7 | SMTC |
Semtech Corp
|
59,193 | $9,580,387 | |
| 8 | MRVL |
Marvell Technology, Inc.
|
14,852 | $4,424,262 |
All Filings in TSEM
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $11,551,564 | 44,320 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $11,501,661 | 65,544 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $7,608,111 | 64,794 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $9,126,573 | 126,232 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $7,359,832 | 169,777 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $5,445,175 | 152,697 | Shares | Sole | 2025-06-02 | |
| 2024-12-31 | $12,951,262 | 251,432 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $13,024,877 | 294,281 | Shares | Sole | 2024-11-15 | |
| 2024-06-30 | $12,039,670 | 306,275 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $4,739,865 | 141,700 | Shares | Sole | 2024-04-16 | |
| 2023-12-31 | $3,567,788 | 116,900 | Shares | Sole | 2024-02-13 | |
| 2022-03-31 | $7,919,256 | 163,621 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $13,399,618 | 337,692 | Shares | Sole | 2022-02-07 | |
| 2021-09-30 | $7,927,715 | 265,141 | Shares | Sole | 2021-10-06 | |
| 2020-09-30 | $389,908 | 21,400 | Shares | Sole | 2020-10-15 | |
| 2020-06-30 | $4,471,622 | 234,239 | Shares | Sole | 2020-07-22 | |
| 2020-03-31 | $4,481,543 | 281,504 | Shares | Sole | 2020-05-04 | |
| No filing history on record for this holder in this stock. | ||||||