Among active 13F managers last quarter, 7 opened and 17 added, while 33 reduced; the largest holder to move was Price T Rowe Associates Inc (−4.5%). Over the last 180 days, 2 insiders sold and none bought, a net -$60.0M in open-market trades.
Funds lean out and no leg opposes.
395 tracked 13F filers disclose a position in TSEM as of the latest SEC 13F filings, a combined $10.7B in reported value. Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
| # | Fund | Shares | Position value | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | Price T Rowe Associates Inc | 7.0M | $1.8B | ▼−4.5% Reduced · −332K sh | Q2 2026 | |
| 2 | Phoenix Financial Ltd. | 3.5M | $913.7M | ▲+3.4% Added · +115K sh | Q2 2026 | |
| 3 | BlackRock, Inc. | 3.3M | $857.5M | ▼−23% Reduced · −979K sh | Q2 2026 | |
| 4 | Vanguard Capital Management LLC | 3.1M | $814.9M | ▲+2.1% Added · +64K sh | Q2 2026 | |
| 5 | Senvest Management, LLC | 1.8M | $475.2M | ▼−20% Reduced · −449K sh | Q2 2026 | |
| 6 | Migdal Insurance & Financial Holdings Ltd. | 1.7M | $451.1M | ▼−14% Reduced · −285K sh | Q2 2026 | |
| 7 | Jane Street Group, LLC | 1.2M | $208.9M | ▲+36% Added · +313K sh | Q1 2026 | |
| 8 | Janus Henderson Group Ltd. | 1.1M | $189.7M | ▲+0.6% Added · +6K sh | Q1 2026 | |
| 9 | Polar Capital Holdings Plc | 1.0M | $264.6M | ▲+598% Added · +870K sh | Q2 2026 | |
| 10 | Vanguard Fiduciary Trust Co | 1.0M | $259.1M | ▲+1.9% Added · +18K sh | Q2 2026 | |
| 11 | Mawer Investment Management Ltd. | 965K | $169.3M | ▲New +965K sh | Q1 2026 | |
| 12 | Y.D. More Investments Ltd | 950K | $243.8M | ▲+2.0% Added · +19K sh | Q2 2026 | |
| 13 | FMR LLC | 920K | $239.7M | ▲842× Added · +919K sh | Q2 2026 | |
| 14 | Bank Of America Corp | 684K | $120.1M | ▼−26% Reduced · −241K sh | Q1 2026 | |
| 15 | Morgan Stanley | 668K | $117.2M | ▲+4.0% Added · +25K sh | Q1 2026 | |
| 16 | Jennison Associates LLC | 615K | $108.0M | ▼−56% Reduced · −784K sh | Q1 2026 | |
| 17 | UBS Group AG | 584K | $102.5M | ▲+58% Added · +215K sh | Q1 2026 | |
| 18 | Millennium Management LLC | 578K | $101.5M | ▼−28% Reduced · −221K sh | Q1 2026 | |
| 19 | JPMorgan Chase & Co | 541K | $85.8M | ▲+295% Added · +404K sh | Q1 2026 | |
| 20 | Legal & General Group Plc | 536K | $91.4M | ▲+57% Added · +195K sh | Q1 2026 | |
| 21 | Summit Partners Public Asset Management, LLC | 518K | $134.9M | ▼−25% Reduced · −175K sh | Q2 2026 | |
| 22 | Gilder Gagnon Howe & Co LLC | 464K | $120.9M | ▼−1.6% Reduced · −7K sh | Q2 2026 | |
| 23 | Turiya Advisors Asia Ltd | 451K | $117.4M | ▼−41% Reduced · −316K sh | Q2 2026 | |
| 24 | Menora Mivtachim Holdings LTD. | 448K | $116.8M | ▼−14% Reduced · −75K sh | Q2 2026 | |
| 25 | Marshall Wace, LLP | 424K | $74.4M | ▼−31% Reduced · −195K sh | Q1 2026 |
Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership. 2 value rows are withheld because the reported units disagree with same-security peers; share counts are unchanged.
Last quarter, 7 funds opened a new position in TSEM and 17 added to an existing one, while 33 reduced. Based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).
| Company | Co-held by | Their position there |
|---|---|---|
| Nvidia CorpNVDA | 218 funds | $342.9B |
| Amazon.com IncAMZN | 217 funds | $166.2B |
| Microsoft CorpMSFT | 215 funds | $200.2B |
| Meta Platforms Inc-Class AMETA | 212 funds | $90.1B |
| Alphabet Inc-CL AGOOGL | 211 funds | $140.9B |
| Broadcom IncAVGO | 207 funds | $140.4B |
| Apple IncAAPL | 206 funds | $232.2B |
| Advanced Micro DevicesAMD | 204 funds | $57.8B |
| Micron Technology IncMU | 202 funds | $53.3B |
| Eli Lilly & CoLLY | 200 funds | $73.5B |
| Alphabet Inc-CL CGOOG | 199 funds | $106.5B |
| Taiwan Semiconductor-SP ADRTSM | 199 funds | $50.1B |
Ranked by how many of TSEM's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in TSEM.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Sep 10, 2026 | Chelouche Yoav | Director | Sell (S) | 232 | $50K |
| Aug 11, 2026 | Ellwanger Russell Craig | Chief Executive Officer | Sell (S) 10 lots, same day | 104K | $25.9M |
| Aug 10, 2026 | Ellwanger Russell Craig | Chief Executive Officer | Sell (S) 17 lots, same day | 77K | $19.7M |
| Jul 13, 2026 | Ellwanger Russell Craig | Chief Executive Officer | Sell (S) 10 lots, same day | 67K | $14.4M |
One row per insider, day and transaction code; shares and value are summed across the lots. Every lot is on the full insider page and in the filing.
Where institutional funds (13F), corporate insiders (Form 4) and US House members (STOCK Act) are buying or selling the same name in the same window. Green is buying, red is selling.
Insiders and Congress: last 180 days. Funds: latest 13F, top 100 holders incl. passive
| Source | Buying | Selling | Net |
|---|---|---|---|
13F funds Top 100 holders by value, passive included; the hero counts active managers only | 39 | 49 | – |
Insiders Form 4 open-market | 0 | 2 | -$60.0M |
US House STOCK Act trades | 0 | 0 | $0 |
Capital Rotation reports where institutional capital disclosed rotating, as of the latest public SEC 13F filings. It is data, not investment advice, a recommendation, or a prediction. Filings lag about 45 days and cover long US equity positions only. Past disclosed flows do not indicate future prices. Do your own research; consult a licensed advisor.
Connected entities for TSEM
This stock page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/stocks/TSEM/capital-change-brief"
Use Arkolith's capital_change_brief for TSEM. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for TSEM. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.