Position in TSEM
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$8,626,662
+$2,289,378 QoQ
Shares Held
33,098
-8.4% QoQ
Ownership
0.029%
of shares outstanding
% of Portfolio
0.41%
of 13F equity value
Holder Rank
#119
of 448 holders
Holding Since
Mar 2026
2 quarters on record
Voting authority
Sole 97%
Shared 0%
None 3%
Common Shares in TSEM Over Time
Shares Held
Position Value (USD)
Position in Semiconductors
Technology · as of Jun 30, 2026Calamos Wealth Management LLC holds $364,078,138 across 12 Semiconductors names. TSEM ranks #8 (2.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NVDA |
Nvidia Corp
|
957,122 | $191,510,540 | |
| 2 | AVGO |
Broadcom Inc.
|
161,921 | $61,165,657 | |
| 3 | TSM |
Taiwan Semiconductor Manufacturing Co Ltd
|
51,346 | $24,521,309 | |
| 4 | AMD |
Advanced Micro Devices Inc
|
36,764 | $21,356,575 | |
| 5 | MU |
Micron Technology Inc
|
15,391 | $17,765,677 | |
| 6 | TXN |
Texas Instruments Inc
|
58,558 | $17,454,383 | |
| 7 | INTC |
Intel Corp
|
98,222 | $13,714,737 | |
| 8 | TSEM |
Tower Semiconductor Ltd
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|
33,098 | $8,626,662 |
All Filings in TSEM
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $8,626,662 | 33,098 | Shares | Sole | 2026-07-31 | |
| 2026-03-31 | $6,337,284 | 36,114 | Shares | Sole | 2026-05-04 | |
| No filing history on record for this holder in this stock. | ||||||