Tower Semiconductor Ltd.
US ˙ NasdaqGS ˙ IL0010823792

SecurityTSEM / Tower Semiconductor Ltd.
InstitutionSei Investments Co
Latest Disclosed Ownership150,729 shares
Latest Disclosed Value $ 17,698,589
Sei Investments Co reports 111.44% increase in ownership of TSEM / Tower Semiconductor Ltd.

On February 13, 2026 - Sei Investments Co filed a 13F-HR form disclosing ownership of 150,729 shares of Tower Semiconductor Ltd. (US:TSEM) valued at $17,698,599 USD as of December 31, 2025. The entity filed a previous 13F-HR on November 13, 2025 disclosing 71,287 shares of Tower Semiconductor Ltd.. This represents a change in shares of 111.44% during the quarter. The current value of the position is $39,386,995 USD.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-02-13 2025-12-31 13F TOWER SEMICONDUCTOR SHS NEW M87915274 150,729 79,442 111.44 17,699 243.38 0.0175
2025-11-13 2025-09-30 13F TOWER SEMICONDUCTOR SHS NEW M87915274 71,287 44,747 168.60 5,154 348.17 0.0055
2025-08-14 2025-06-30 13F TOWER SEMICONDUCTOR SHS NEW M87915274 26,540 -8,185 -23.57 1,151 -7.11 0.0013
2025-05-14 2025-03-31 13F/A-1 TOWER SEMICONDUCTOR SHS NEW M87915274 34,725 10,387 42.68 1,238 -1.20 0.0016
2025-05-13 2025-03-31 13F TOWER SEMICONDUCTOR SHS NEW M87915274 24,338 0 1,251 0.0014
2025-02-11 2024-12-31 13F TOWER SEMICONDUCTOR SHS NEW M87915274 24,338 -12,734 -34.35 1,254 -23.60 0.0016
2024-11-12 2024-09-30 13F TOWER SEMICONDUCTOR SHS NEW M87915274 37,072 7,871 26.95 1,641 42.98 0.0021
2024-08-13 2024-06-30 13F TOWER SEMICONDUCTOR SHS NEW M87915274 29,201 29,201 1,148 0.0016
2022-05-13 2022-03-31 13F TOWER SEMICONDUCTOR SHS NEW M87915274 0 -6,138 -100.00 0 -100.00
2022-02-14 2021-12-31 13F TOWER SEMICONDUCTOR SHS NEW M87915274 6,138 -13,013 -67.95 244 -57.42 0.0005
2021-11-12 2021-09-30 13F TOWER SEMICONDUCTOR SHS NEW M87915274 19,151 19,151 573 0.0012
2020-12-04 2020-09-30 13F/A-1 TOWER SEMICONDUCTOR SHS NEW M87915274 0 -11,000 -100.00 0 -100.00
2020-08-17 2020-06-30 13F/A-1 TOWER SEMICONDUCTOR SHS NEW M87915274 11,000 0 0.00 210 20.00 0.0007
2020-08-11 2020-06-30 13F TOWER SEMICONDUCTOR SHS NEW M87915274 10,224 -776 246 667.2881
2020-05-14 2020-03-31 13F TOWER SEMICONDUCTOR SHS NEW M87915274 11,000 776 7.59 175 -28.86 0.0006
2020-02-06 2019-12-31 13F TOWER SEMICONDUCTOR SHS NEW M87915274 10,224 10,224 246 0.0007
2019-08-14 2019-06-30 13F TOWER SEMICONDUCTOR S3 NEW M87915274 0 -38 -100.00 0 -100.00
2019-05-15 2019-03-31 13F TOWER SEMICONDUCTOR S3 NEW M87915274 38 -16,625 -99.77 1 -99.56 0.0000
2019-02-13 2018-12-31 13F TOWER SEMICONDUCTOR SHS NEW M87915274 16,663 3,373 25.38 225 -33.04 0.0008
2018-11-08 2018-09-30 13F TOWER SEMICONDUCTOR SHS NEW M87915274 13,290 -26,748 -66.81 336 -61.86 0.0012
2018-08-03 2018-06-30 13F TOWER SEMICONDUCTOR SHS NEW M87915274 40,038 5,851 17.11 881 -4.24 0.0030
2018-05-11 2018-03-31 13F TOWER SEMICONDUCTOR SHS NEW M87915274 34,187 20,574 151.13 920 98.28 0.0035
2018-02-08 2017-12-31 13F TOWER SEMICONDUCTOR SHS NEW M87915274 13,613 7,311 116.01 464 139.18 0.0016
2017-11-06 2017-09-30 13F TOWER SEMICONDUCTOR SHS NEW M87915274 6,302 -4,291 -40.51 194 -23.32 0.0007
2017-07-31 2017-06-30 13F TOWER SEMICONDUCTOR SHS NEW M87915274 10,593 0 0.00 253 3.69 0.0010
2017-05-05 2017-03-31 13F TOWER SEMICONDUCTOR SHS NEW M87915274 10,593 1,190 12.66 244 36.31 0.0011
2017-02-02 2016-12-31 13F TOWER SEMICONDUCTOR SHS NEW M87915274 9,403 0 0.00 179 25.17 0.0009
2016-11-04 2016-09-30 13F TOWER SEMICONDUCTOR SHS NEW M87915274 9,403 9,403 143 0.0007
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.