Position in TSEM
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$5,014,691
+$1,659,063 QoQ
Shares Held
28,577
-0.0% QoQ
Ownership
0.025%
of shares outstanding
% of Portfolio
0.59%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2024
4 quarters on record
Voting authority
Sole 61.71046645904049.ToString("F0")%
Shared 0.ToString("F0")%
None 38.28953354095951.ToString("F0")%
Common Shares in TSEM Over Time
Shares Held
Position Value (USD)
Position in Semiconductors
Technology · as of Mar 31, 2026Informed Momentum Co LLC holds $38,538,803 across 8 Semiconductors names. TSEM ranks #4 (13.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LASR |
Nlight, Inc.
|
246,778 | $14,071,281 | |
| 2 | SITM |
SITIME Corp
|
16,139 | $5,573,603 | |
| 3 | MTSI |
MACOM Technology Solutions Holdings, Inc.
|
24,036 | $5,337,674 | |
| 4 | TSEM |
Tower Semiconductor Ltd
This page
|
28,577 | $5,014,691 | |
| 5 | LSCC |
Lattice Semiconductor Corp
|
42,028 | $3,898,517 | |
| 6 | AIP |
Arteris, Inc.
|
205,676 | $3,381,313 | |
| 7 | QUIK |
QUICKLOGIC Corp
|
86,425 | $810,666 | |
| 8 | MRAM |
Everspin Technologies Inc.
|
51,315 | $451,058 |
All Filings in TSEM
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $5,014,691 | 28,577 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $3,355,628 | 28,578 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $4,294,330 | 59,396 | Shares | Sole | 2025-11-14 | |
| 2024-12-31 | $1,204,149 | 23,377 | Shares | Sole | 2025-02-13 | |
| No filing history on record for this holder in this stock. | ||||||