Position in TSEM
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$7,744,809
+$2,562,478 QoQ
Shares Held
44,135
0.0% QoQ
Ownership
0.039%
of shares outstanding
% of Portfolio
1.81%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2024
6 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in TSEM Over Time
Shares Held
Position Value (USD)
Derivatives in TSEM
reported options exposure · as of Jun 30, 2025CallValue
$342,465
CallShares
7,900
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Semiconductors
Technology · as of Mar 31, 2026Arvin Capital Management LP holds $7,744,809 across 1 Semiconductors name. TSEM ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TSEM |
Tower Semiconductor Ltd
This page
|
44,135 | $7,744,809 |
All Filings in TSEM
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $7,744,809 | 44,135 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $5,182,331 | 44,135 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $12,361,564 | 170,976 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $12,628,375 | 291,312 | Shares | Sole | 2025-08-13 | |
| 2025-06-30 | $342,465 | 7,900 | Call | Sole | 2025-08-13 | |
| 2025-03-31 | $21,924,124 | 614,810 | Shares | Sole | 2025-05-13 | |
| 2025-03-31 | $2,606,746 | 73,100 | Call | Sole | 2025-05-13 | |
| 2024-12-31 | $11,242,572 | 218,260 | Shares | Sole | 2025-02-14 | |
| No filing history on record for this holder in this stock. | ||||||