Position in TSEM
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$82,732,853
+$27,316,015 QoQ
Shares Held
471,466
-0.1% QoQ
Ownership
0.417%
of shares outstanding
% of Portfolio
1.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2025
3 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in TSEM Over Time
Shares Held
Position Value (USD)
Position in Semiconductors
Technology · as of Mar 31, 2026GILDER GAGNON HOWE & CO LLC holds $932,319,047 across 13 Semiconductors names. TSEM ranks #4 (8.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NVDA |
Nvidia Corp
|
2,532,418 | $441,653,699 | |
| 2 | MU |
Micron Technology Inc
|
385,605 | $130,272,793 | |
| 3 | SITM |
SITIME Corp
|
326,068 | $112,607,583 | |
| 4 | TSEM |
Tower Semiconductor Ltd
This page
|
471,466 | $82,732,853 | |
| 5 | ARM |
Arm Holdings PLC /Uk
|
408,257 | $61,761,118 | |
| 6 | LASR |
Nlight, Inc.
|
786,285 | $44,833,970 | |
| 7 | TSM |
Taiwan Semiconductor Manufacturing Co Ltd
|
79,525 | $26,875,473 | |
| 8 | INTC |
Intel Corp
|
521,122 | $22,997,113 |
All Filings in TSEM
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $82,732,853 | 471,466 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $55,416,838 | 471,954 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $34,991,970 | 483,983 | Shares | Sole | 2025-11-14 | |
| No filing history on record for this holder in this stock. | ||||||