LongTSEMJun 2026
Tower Semiconductors
Tower Semiconductors represented 3.0% of net assets and was among BSTZ's ten largest positions. BlackRock believes advanced semiconductors remain foundational to the expanding AI…
TSEM
1 published idea on Tower Semiconductors across 1 fund — 1 long and 0 short.
Each entry below comes from a hedge fund's own investor letter, not a 13F filing, so it carries the reasoning behind the position on Tower Semiconductors: the full thesis, the risks the manager flagged, the conviction level and the time horizon. Positions may have changed since the letter was written.
Tower Semiconductors represented 3.0% of net assets and was among BSTZ's ten largest positions. BlackRock believes advanced semiconductors remain foundational to the expanding AI…