SUMMIT PARTNERS PUBLIC ASSET MANAGEMENT, LLC
Position in TSEM — Tower Semiconductor Ltd
CIK 1638555
Boston, MA
Position in TSEM
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$121,441,811
+$8,429,993 QoQ
Shares Held
692,055
-28.1% QoQ
Ownership
0.612%
of shares outstanding
% of Portfolio
5.71%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2024
8 quarters on record
Voting authority
Sole 79.04198365736828.ToString("F0")%
Shared 0.ToString("F0")%
None 20.958016342631726.ToString("F0")%
Common Shares in TSEM Over Time
Shares Held
Position Value (USD)
Derivatives in TSEM
reported options exposure · as of Mar 31, 2026CallValue
$0
CallShares
0
PutValue
$78,088,600
PutShares
445,000
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Semiconductors
Technology · as of Mar 31, 2026SUMMIT PARTNERS PUBLIC ASSET MANAGEMENT, LLC holds $457,309,348 across 12 Semiconductors names. TSEM ranks #1 (26.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TSEM |
Tower Semiconductor Ltd
This page
|
692,055 | $121,441,811 | |
| 2 | NVDA |
Nvidia Corp
|
449,477 | $78,388,788 | |
| 3 | SIMO |
Silicon Motion Technology CORP
|
456,375 | $51,246,348 | |
| 4 | LSCC |
Lattice Semiconductor Corp
|
531,000 | $49,255,560 | |
| 5 | TSM |
Taiwan Semiconductor Manufacturing Co Ltd
|
125,161 | $42,298,159 | |
| 6 | SITM |
SITIME Corp
|
105,017 | $36,267,620 | |
| 7 | ADI |
Analog Devices Inc
|
104,000 | $33,086,560 | |
| 8 | CRUS |
Cirrus Logic, Inc.
|
199,771 | $28,890,882 |
All Filings in TSEM
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13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $78,088,600 | 445,000 | Put | Sole | 2026-05-15 | |
| 2026-03-31 | $121,441,811 | 692,055 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $28,767,900 | 245,000 | Put | Sole | 2026-02-17 | |
| 2025-12-31 | $113,011,818 | 962,458 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $21,690,000 | 300,000 | Put | Sole | 2025-11-14 | |
| 2025-09-30 | $77,508,998 | 1,072,047 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $44,224,066 | 1,020,163 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $17,116,800 | 480,000 | Put | Sole | 2025-05-15 | |
| 2025-03-31 | $34,823,666 | 976,547 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $67,787,160 | 1,316,000 | Put | Sole | 2025-02-14 | |
| 2024-12-31 | $109,346,097 | 2,122,813 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $66,226,901 | 1,496,315 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $4,717,200 | 120,000 | Shares | Sole | 2024-08-14 | |
| No filing history on record for this holder in this stock. | ||||||