Position in TSEM
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$5,904,538
+$5,339,142 QoQ
Shares Held
22,654
+603.1% QoQ
Ownership
0.020%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#139
of 449 holders
Holding Since
Mar 2026
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 Jun 30, 2026SIT INVESTMENT ASSOCIATES INC holds $392,501,048 across 10 Semiconductors names. TSEM ranks #7 (1.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NVDA |
Nvidia Corp
|
819,830 | $164,039,784 | |
| 2 | AVGO |
Broadcom Inc.
|
415,970 | $157,132,667 | |
| 3 | MPWR |
Monolithic Power Systems, Inc.
|
15,491 | $21,414,138 | |
| 4 | MU |
Micron Technology Inc
|
16,182 | $18,678,720 | |
| 5 | TSM |
Taiwan Semiconductor Manufacturing Co Ltd
|
20,267 | $9,678,911 | |
| 6 | ADI |
Analog Devices Inc
|
22,011 | $8,742,108 | |
| 7 | TSEM |
Tower Semiconductor Ltd
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|
22,654 | $5,904,538 | |
| 8 | CRDO |
Credo Technology Group Holding Ltd
|
17,615 | $4,790,399 |
All Filings in TSEM
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,904,538 | 22,654 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $565,396 | 3,222 | Shares | Sole | 2026-05-13 | |
| No filing history on record for this holder in this stock. | ||||||