Gunderson Capital Management LLC
Position in TSEM — Tower Semiconductor Ltd
CIK 1792397
Mt. Pleasant, SC
Position in TSEM
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$6,847,012
+$2,246,102 QoQ
Shares Held
26,270
+0.2% QoQ
Ownership
0.023%
of shares outstanding
% of Portfolio
1.93%
of 13F equity value
Holder Rank
#130
of 448 holders
Holding Since
Mar 2026
2 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in TSEM Over Time
Shares Held
Position Value (USD)
Position in Semiconductors
Technology · as of Jun 30, 2026Gunderson Capital Management LLC holds $125,205,737 across 10 Semiconductors names. TSEM ranks #8 (5.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMD |
Advanced Micro Devices Inc
|
43,600 | $25,327,676 | |
| 2 | MU |
Micron Technology Inc
|
17,982 | $20,756,442 | |
| 3 | MRVL |
Marvell Technology, Inc.
|
59,049 | $17,590,106 | |
| 4 | TSM |
Taiwan Semiconductor Manufacturing Co Ltd
|
36,159 | $17,268,453 | |
| 5 | NVDA |
Nvidia Corp
|
69,679 | $13,942,071 | |
| 6 | AVGO |
Broadcom Inc.
|
23,153 | $8,746,045 | |
| 7 | ARM |
Arm Holdings PLC /Uk
|
23,028 | $8,165,037 | |
| 8 | TSEM |
Tower Semiconductor Ltd
This page
|
26,270 | $6,847,012 |
All Filings in TSEM
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,847,012 | 26,270 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $4,600,910 | 26,219 | Shares | Sole | 2026-04-22 | |
| No filing history on record for this holder in this stock. | ||||||