Position in TSEM
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$270,566,735
+$101,222,394 QoQ
Shares Held
1,038,086
+7.6% QoQ
Ownership
0.918%
of shares outstanding
% of Portfolio
1.89%
of 13F equity value
Holder Rank
#13
of 448 holders
Holding Since
Mar 2026
2 quarters on record
Voting authority
Sole 98%
Shared 0%
None 2%
Common Shares in TSEM Over Time
Shares Held
Position Value (USD)
Position in Semiconductors
Technology · as of Jun 30, 2026Mawer Investment Management Ltd. holds $1,125,776,835 across 5 Semiconductors names. TSEM ranks #2 (24.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NVDA |
Nvidia Corp
|
3,078,576 | $615,992,271 | |
| 2 | TSEM |
Tower Semiconductor Ltd
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|
1,038,086 | $270,566,735 | |
| 3 | TXN |
Texas Instruments Inc
|
447,181 | $133,291,240 | |
| 4 | TSM |
Taiwan Semiconductor Manufacturing Co Ltd
|
120,328 | $57,465,042 | |
| 5 | AVGO |
Broadcom Inc.
|
128,290 | $48,461,547 |
All Filings in TSEM
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $270,566,735 | 1,038,086 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $169,344,341 | 965,035 | Shares | Sole | 2026-05-06 | |
| No filing history on record for this holder in this stock. | ||||||