Analog Century Management LP

Position in TSEM — Tower Semiconductor Ltd

CIK 1753384 NEW YORK, NY

Position in TSEM

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

Position Value

$81,251,100

-$14,031,707 QoQ

Shares Held

463,022

-42.9% QoQ

Ownership

0.410%

of shares outstanding

% of Portfolio

3.88%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Dec 2023

10 quarters on record

Voting authority Sole 100.ToString("F0")% Shared 0.ToString("F0")% None 0.ToString("F0")%

Technology · as of Mar 31, 2026

Analog Century Management LP holds $908,349,934 across 11 Semiconductors names. TSEM ranks #6 (8.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NVDA	Nvidia Corp	750,125	$130,821,800
2	AVGO	Broadcom Inc.	354,061	$109,585,420
3	ARM	Arm Holdings PLC /Uk	691,364	$104,589,545
4	TSM	Taiwan Semiconductor Manufacturing Co Ltd	302,885	$102,359,985
5	MTSI	MACOM Technology Solutions Holdings, Inc.	436,346	$96,899,356
6	TSEM	Tower Semiconductor Ltd This page	463,022	$81,251,100
7	STM	STMicroelectronics N.V.	2,334,005	$80,639,872
8	SIMO	Silicon Motion Technology CORP	538,748	$60,496,012

10 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$81,251,100	463,022	-42.9%	Shares	Sole	2026-05-15
2025-12-31	$95,282,807	811,470	-12.3%	Shares	Sole	2026-02-13
2025-09-30	$66,892,104	925,202	+12.3%	Shares	Sole	2025-11-17
2025-06-30	$35,700,805	823,548	+4.2%	Shares	Sole	2025-08-14
2025-03-31	$28,181,349	790,279	-0.4%	Shares	Sole	2025-05-15
2024-12-31	$40,870,042	793,439	-9.9%	Shares	Sole	2025-02-14
2024-09-30	$38,954,863	880,137	+42.9%	Shares	Sole	2024-11-14
2024-06-30	$24,215,549	616,015	-6.2%	Shares	Sole	2024-08-14
2024-03-31	$21,967,685	656,732	+46.9%	Shares	Sole	2024-05-15
2023-12-31	$13,643,477	447,034	—	Shares	Sole	2024-02-14
No filing history on record for this holder in this stock.