Position in TSEM
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$264,592,866
+$239,058,245 QoQ
Shares Held
1,015,166
+597.6% QoQ
Ownership
0.898%
of shares outstanding
% of Portfolio
0.76%
of 13F equity value
Holder Rank
#14
of 449 holders
Holding Since
Dec 2024
5 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in TSEM Over Time
Shares Held
Position Value (USD)
Position in Semiconductors
Technology · as of Jun 30, 2026Polar Capital Holdings Plc holds $9,014,570,847 across 18 Semiconductors names. TSEM ranks #9 (2.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NVDA |
Nvidia Corp
|
13,828,945 | $2,767,033,605 | |
| 2 | AMD |
Advanced Micro Devices Inc
|
2,843,290 | $1,651,695,593 | |
| 3 | MU |
Micron Technology Inc
|
1,220,456 | $1,408,760,156 | |
| 4 | INTC |
Intel Corp
|
6,711,403 | $937,113,200 | |
| 5 | AVGO |
Broadcom Inc.
|
2,131,702 | $805,250,430 | |
| 6 | MRVL |
Marvell Technology, Inc.
|
1,066,260 | $317,628,191 | |
| 7 | SIMO |
Silicon Motion Technology CORP
|
931,375 | $310,455,228 | |
| 8 | MTSI |
MACOM Technology Solutions Holdings, Inc.
|
750,517 | $285,474,151 |
All Filings in TSEM
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $264,592,866 | 1,015,166 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $25,534,621 | 145,513 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $7,345,677 | 62,559 | Shares | Defined | 2026-02-17 | |
| 2025-03-31 | $1,360,036 | 38,139 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $14,825,505 | 287,818 | Shares | Defined | 2025-02-14 | |
| No filing history on record for this holder in this stock. | ||||||