Taylor Frigon Capital Management LLC
Position in TSEM — Tower Semiconductor Ltd
CIK 1632665
SCOTTSDALE, AZ
Position in TSEM
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$4,340,437
+$1,393,602 QoQ
Shares Held
16,653
-0.8% QoQ
Ownership
0.015%
of shares outstanding
% of Portfolio
2.03%
of 13F equity value
Holder Rank
#155
of 448 holders
Holding Since
Mar 2020
19 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in TSEM Over Time
Shares Held
Position Value (USD)
Position in Semiconductors
Technology · as of Jun 30, 2026Taylor Frigon Capital Management LLC holds $32,323,323 across 9 Semiconductors names. TSEM ranks #3 (13.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ALAB |
Astera Labs, Inc.
|
13,286 | $6,417,403 | |
| 2 | CRDO |
Credo Technology Group Holding Ltd
|
19,137 | $5,204,307 | |
| 3 | TSEM |
Tower Semiconductor Ltd
This page
|
16,653 | $4,340,437 | |
| 4 | MRVL |
Marvell Technology, Inc.
|
14,333 | $4,269,657 | |
| 5 | PI |
Impinj Inc
|
19,735 | $2,826,644 | |
| 6 | QUIK |
QUICKLOGIC Corp
|
140,746 | $2,810,697 | |
| 7 | MPWR |
Monolithic Power Systems, Inc.
|
1,846 | $2,551,836 | |
| 8 | TXN |
Texas Instruments Inc
|
6,660 | $1,985,146 |
All Filings in TSEM
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19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,340,437 | 16,653 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $2,946,835 | 16,793 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $3,494,184 | 29,758 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $3,978,018 | 55,021 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $2,471,210 | 57,006 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $2,143,130 | 60,099 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $3,203,303 | 62,188 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $3,054,515 | 69,013 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $3,915,865 | 99,615 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $3,343,762 | 99,963 | Shares | Sole | 2024-04-19 | |
| 2023-12-31 | $3,082,672 | 101,005 | Shares | Sole | 2024-01-30 | |
| 2021-12-31 | $8,725,393 | 219,894 | Shares | Sole | 2022-01-21 | |
| 2021-09-30 | $6,611,846 | 221,132 | Shares | Sole | 2021-10-27 | |
| 2021-06-30 | $6,496,319 | 220,738 | Shares | Sole | 2021-07-26 | |
| 2021-03-31 | $7,424,459 | 264,781 | Shares | Sole | 2021-04-23 | |
| 2020-12-31 | $6,777,130 | 262,476 | Shares | Sole | 2021-01-22 | |
| 2020-09-30 | $4,479,878 | 245,877 | Shares | Sole | 2020-10-20 | |
| 2020-06-30 | $2,842,978 | 148,925 | Shares | Sole | 2020-07-22 | |
| 2020-03-31 | $1,738,320 | 109,191 | Shares | Sole | 2020-04-24 | |
| No filing history on record for this holder in this stock. | ||||||