Position in TSEM
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$120,941,651
+$38,208,798 QoQ
Shares Held
464,018
-1.6% QoQ
Ownership
0.411%
of shares outstanding
% of Portfolio
1.25%
of 13F equity value
Holder Rank
#30
of 449 holders
Holding Since
Sep 2025
4 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in TSEM Over Time
Shares Held
Position Value (USD)
Position in Semiconductors
Technology · as of Jun 30, 2026GILDER GAGNON HOWE & CO LLC holds $1,505,115,132 across 19 Semiconductors names. TSEM ranks #6 (8.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NVDA |
Nvidia Corp
|
2,402,442 | $480,704,619 | |
| 2 | MU |
Micron Technology Inc
|
201,645 | $232,756,807 | |
| 3 | SITM |
SITIME Corp
|
240,532 | $179,331,037 | |
| 4 | ARM |
Arm Holdings PLC /Uk
|
461,461 | $163,620,226 | |
| 5 | INTC |
Intel Corp
|
873,727 | $121,998,501 | |
| 6 | TSEM |
Tower Semiconductor Ltd
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|
464,018 | $120,941,651 | |
| 7 | LASR |
Nlight, Inc.
|
840,995 | $58,550,071 | |
| 8 | ON |
On Semiconductor Corp
|
387,473 | $36,631,697 |
All Filings in TSEM
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $120,941,651 | 464,018 | Shares | Sole | 2026-08-14 | |
| 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. | ||||||