Polymer Capital Management (HK) LTD
Position in TSEM — Tower Semiconductor Ltd
CIK 1970465
HONG KONG, K3
Position in TSEM
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$5,760,306
+$5,290,741 QoQ
Shares Held
32,826
+260.1% QoQ
Ownership
0.029%
of shares outstanding
% of Portfolio
0.89%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2024
2 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 Mar 31, 2026Polymer Capital Management (HK) LTD holds $156,202,609 across 14 Semiconductors names. TSEM ranks #6 (3.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NVDA |
Nvidia Corp
|
421,120 | $73,443,328 | |
| 2 | TSM |
Taiwan Semiconductor Manufacturing Co Ltd
|
93,706 | $31,667,942 | |
| 3 | ASX |
ASE Technology Holding Co., Ltd.
|
443,215 | $9,608,901 | |
| 4 | MU |
Micron Technology Inc
|
28,273 | $9,551,750 | |
| 5 | AMD |
Advanced Micro Devices Inc
|
42,830 | $8,712,906 | |
| 6 | TSEM |
Tower Semiconductor Ltd
This page
|
32,826 | $5,760,306 | |
| 7 | AVGO |
Broadcom Inc.
|
16,711 | $5,172,221 | |
| 8 | SITM |
SITIME Corp
|
7,480 | $2,583,218 |
All Filings in TSEM
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $5,760,306 | 32,826 | Shares | Sole | 2026-05-14 | |
| 2024-12-31 | $469,565 | 9,116 | Shares | Sole | 2025-02-13 | |
| No filing history on record for this holder in this stock. | ||||||