Position in TSEM
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$247,490,450
+$84,172,970 QoQ
Shares Held
949,549
+2.0% QoQ
Ownership
0.840%
of shares outstanding
% of Portfolio
8.50%
of 13F equity value
Holder Rank
#16
of 448 holders
Holding Since
Dec 2022
13 quarters on record
Voting authority
Sole 96%
Shared 0%
None 4%
Common Shares in TSEM Over Time
Shares Held
Position Value (USD)
Position in Semiconductors
Technology · as of Jun 30, 2026Y.D. More Investments Ltd holds $423,876,174 across 10 Semiconductors names. TSEM ranks #1 (58.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TSEM |
Tower Semiconductor Ltd
This page
|
949,549 | $247,490,450 | |
| 2 | TSM |
Taiwan Semiconductor Manufacturing Co Ltd
|
173,610 | $82,910,926 | |
| 3 | NVDA |
Nvidia Corp
|
186,194 | $37,255,556 | |
| 4 | AVGO |
Broadcom Inc.
|
47,252 | $17,849,442 | |
| 5 | INTC |
Intel Corp
|
120,218 | $16,786,039 | |
| 6 | MU |
Micron Technology Inc
|
13,940 | $16,090,801 | |
| 7 | MRVL |
Marvell Technology, Inc.
|
10,550 | $3,142,739 | |
| 8 | AMD |
Advanced Micro Devices Inc
|
2,666 | $1,548,706 |
All Filings in TSEM
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13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $247,490,450 | 949,549 | Shares | Defined | 2026-08-05 | |
| 2026-03-31 | $163,317,480 | 930,690 | Shares | Defined | 2026-05-04 | |
| 2025-12-31 | $118,576,115 | 1,009,846 | Shares | Defined | 2026-01-21 | |
| 2025-09-30 | $69,801,672 | 965,445 | Shares | Defined | 2025-11-10 | |
| 2025-06-30 | $39,010,880 | 899,905 | Shares | Defined | 2025-08-11 | |
| 2025-03-31 | $30,999,130 | 869,297 | Shares | Defined | 2025-05-12 | |
| 2024-12-31 | $44,635,422 | 866,539 | Shares | Defined | 2025-01-27 | |
| 2024-09-30 | $30,071,836 | 679,436 | Shares | Defined | 2024-11-05 | |
| 2024-06-30 | $35,847,810 | 911,926 | Shares | Defined | 2024-08-08 | |
| 2024-03-31 | $313,761 | 9,380 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $278,037 | 9,110 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $23,056,092 | 938,766 | Shares | Sole | 2023-10-30 | |
| 2022-12-31 | $28,512 | 660 | Shares | Sole | 2023-02-06 | |
| No filing history on record for this holder in this stock. | ||||||