Think Investments LP

Position in TSEM — Tower Semiconductor Ltd

CIK 1635999 San Francisco, CA

Position in TSEM

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$49,756,176

+$17,222,184 QoQ

Shares Held

190,900

+3.0% QoQ

Ownership

0.169%

of shares outstanding

% of Portfolio

6.13%

of 13F equity value

Holder Rank

#57

of 449 holders

Holding Since

Mar 2026

2 quarters on record

Voting authority Sole 0% Shared 100% None 0%

Technology · as of Jun 30, 2026

Think Investments LP holds $252,477,376 across 4 Semiconductors names. TSEM ranks #2 (19.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MRVL	Marvell Technology, Inc.	390,954	$116,461,287
2	TSEM	Tower Semiconductor Ltd This page	190,900	$49,756,176
3	WOLF	Wolfspeed, Inc.	902,100	$43,526,325
4	VSH	Vishay Intertechnology Inc	794,600	$42,733,588

2 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$49,756,176	190,900	+3.0%	Shares	Other	2026-08-14
2026-03-31	$32,533,992	185,400	—	Shares	Other	2026-05-15
No filing history on record for this holder in this stock.