Position in TSEM
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$14,733,979
New position
Shares Held
56,530
first reported quarter
Ownership
0.050%
of shares outstanding
% of Portfolio
0.34%
of 13F equity value
Holder Rank
#98
of 448 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 100%
Shared 0%
None 0%
Position in Semiconductors
Technology · as of Jun 30, 2026Munro Partners holds $817,430,961 across 9 Semiconductors names. TSEM ranks #8 (1.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NVDA |
Nvidia Corp
|
1,483,301 | $296,793,697 | |
| 2 | AVGO |
Broadcom Inc.
|
389,356 | $147,079,229 | |
| 3 | MU |
Micron Technology Inc
|
99,985 | $115,411,685 | |
| 4 | AMD |
Advanced Micro Devices Inc
|
171,716 | $99,751,541 | |
| 5 | ARM |
Arm Holdings PLC /Uk
|
193,733 | $68,691,909 | |
| 6 | MRVL |
Marvell Technology, Inc.
|
171,565 | $51,107,497 | |
| 7 | QCOM |
Qualcomm Inc/De
|
110,365 | $20,394,348 | |
| 8 | TSEM |
Tower Semiconductor Ltd
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|
56,530 | $14,733,979 |
All Filings in TSEM
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $14,733,979 | 56,530 | Shares | Sole | 2026-08-10 | |
| No filing history on record for this holder in this stock. | ||||||