SUMMIT PARTNERS PUBLIC ASSET MANAGEMENT, LLC
Position in TSEM — Tower Semiconductor Ltd
CIK 1638555
Boston, MA
Position in TSEM
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$134,893,450
+$13,451,639 QoQ
Shares Held
517,547
-25.2% QoQ
Ownership
0.458%
of shares outstanding
% of Portfolio
3.50%
of 13F equity value
Holder Rank
#28
of 449 holders
Holding Since
Jun 2024
9 quarters on record
Voting authority
Sole 85%
Shared 0%
None 15%
Common Shares in TSEM Over Time
Shares Held
Position Value (USD)
Derivatives in TSEM
reported options exposure · as of Jun 30, 2026CallValue
$27,106,560
CallShares
104,000
PutValue
$0
PutShares
0
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 Jun 30, 2026SUMMIT PARTNERS PUBLIC ASSET MANAGEMENT, LLC holds $630,674,629 across 13 Semiconductors names. TSEM ranks #1 (21.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TSEM |
Tower Semiconductor Ltd
This page
|
517,547 | $134,893,450 | |
| 2 | NVDA |
Nvidia Corp
|
449,977 | $90,035,897 | |
| 3 | SIMO |
Silicon Motion Technology CORP
|
261,815 | $87,270,793 | |
| 4 | SITM |
SITIME Corp
|
102,958 | $76,761,366 | |
| 5 | TSM |
Taiwan Semiconductor Manufacturing Co Ltd
|
123,250 | $58,860,502 | |
| 6 | CRDO |
Credo Technology Group Holding Ltd
|
197,251 | $53,642,409 | |
| 7 | ADI |
Analog Devices Inc
|
87,000 | $34,553,790 | |
| 8 | CBRS |
Cerebras Systems Inc.
|
134,465 | $29,716,765 |
All Filings in TSEM
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $27,106,560 | 104,000 | Call | Sole | 2026-08-14 | |
| 2026-06-30 | $134,893,450 | 517,547 | Shares | Sole | 2026-08-14 | |
| 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. | ||||||