LMR Partners LLP

Position in TSEM — Tower Semiconductor Ltd

CIK 1578621 LONDON, X0

Position in TSEM

as of Mar 31, 2026 · filed May 15, 2026 Compact

Position Value

$42,876,606

+$15,791,335 QoQ

Shares Held

244,339

+5.9% QoQ

Ownership

0.216%

of shares outstanding

% of Portfolio

0.66%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Dec 2022

11 quarters on record

Voting authority Sole 89.86326374422421.ToString("F0")% Shared 10.136736255775787.ToString("F0")% None 0.ToString("F0")%

Technology · as of Mar 31, 2026

LMR Partners LLP holds $830,849,899 across 25 Semiconductors names. TSEM ranks #6 (5.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NVDA	Nvidia Corp	1,006,239	$175,488,081
2	MU	Micron Technology Inc	483,001	$163,177,056
3	AVGO	Broadcom Inc.	420,590	$130,176,809
4	SLAB	Silicon Laboratories Inc.	238,166	$49,574,252
5	TSM	Taiwan Semiconductor Manufacturing Co Ltd	138,016	$46,642,507
6	TSEM	Tower Semiconductor Ltd This page	244,339	$42,876,606
7	LSCC	Lattice Semiconductor Corp	430,000	$39,886,800
8	QRVO	Qorvo, Inc.	393,660	$30,469,283

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$42,876,606	244,339	+5.9%	Shares	Other	2026-05-15
2025-12-31	$27,085,271	230,670	+59.1%	Shares	Sole	2026-02-17
2025-09-30	$10,483,500	145,000	+378.7%	Shares	Sole	2025-11-14
2024-12-31	$1,560,186	30,289	+477.5%	Shares	Sole	2025-02-14
2024-09-30	$232,143	5,245	-32.6%	Shares	Sole	2024-11-07
2024-06-30	$305,871	7,781	-96.8%	Shares	Other	2024-08-14
2023-12-31	$7,402,198	242,536	+5.9%	Shares	Sole	2024-02-14
2023-09-30	$5,624,559	229,013	-52.1%	Shares	Sole	2023-11-14
2023-06-30	$17,936,698	478,057	+95.0%	Shares	Sole	2023-08-14
2023-03-31	$10,412,200	245,166	+102.9%	Shares	Sole	2023-05-15
2022-12-31	$5,220,979	120,856	—	Shares	Sole	2023-02-14
No filing history on record for this holder in this stock.