Alta Park Capital, LP: TOWER SEMICONDUCTOR LTD (TSEM): Quarterly 13F Position History
As of Q1 2026, Alta Park Capital, LP reported 151,666 shares of TOWER SEMICONDUCTOR LTD (TSEM), worth $26.6M and representing 4.3% of its 13F equity book. Quarter-over-quarter share count change: 14,138 (-8.5%) . The position first appeared in Q4 2025 and has been disclosed across 2 13F-HR filings in Pactolio's tracked window.
- 151,666Shares Held (Latest Filing)
- $26.6MReported Market Value (Latest Filing)
- 4.3%Portfolio Weight (% of 13F Equity Book)
- 14,138Quarter-over-Quarter Share Change
- +$7.1MQuarter-over-Quarter Value Change
- 165,804Peak Reported Shares (Historical)
Recent initiation: Alta Park Capital, LP first reported TSEM on the Q4 2025 filing — fewer than three quarters of history are available.
Quarterly 13F-HR Disclosure History Source: SEC 13F-HR filings, 2 quarter s
| Quarter | Shares | QoQ Share Change | Share Change (%) | Market Value | Weight | Implied Price |
|---|---|---|---|---|---|---|
| Q1 2026 | 151,666 | 14,138 | -8.5% | $26.6M | 4.3% | $175.5 |
| Q4 2025 | 165,804 | — | — | $19.5M | 2.3% | $117.4 |
Methodology & FAQ
How This Position History Is Sourced
Each row is one SEC Form 13F-HR filing disclosing this position. Share count, market value, and reported quarter are taken verbatim from the filing; portfolio weight is recomputed against the same filing's total reported equity book. Implied price-per-share is market value divided by shares — a quarter-end mark, not the manager's cost basis. See the full methodology document for the normalization rules.
When did Alta Park Capital, LP first disclose a TSEM position in 13F-HR filings?
Alta Park Capital, LP first reported TOWER SEMICONDUCTOR LTD (TSEM) on its 13F-HR filing for the period ending 2025-12-31 (Q4 2025). The position has appeared on 2 reported quarters within Pactolio's tracked window.
What was Alta Park Capital, LP's most recent quarter-over-quarter share-count change in TSEM?
Between Q4 2025 and Q1 2026, Alta Park Capital, LP reduced its TSEM position by 14,138 shares (-8.5%), leaving 151,666 shares at a market value of $26.6M.
Does the implied price-per-share represent Alta Park Capital, LP's cost basis in TSEM?
No. The implied price-per-share column is the 13F-HR reported market value divided by reported share count on the filing date (end of quarter). It is a quarter-end mark, not a cost basis or transaction price. Use it as a sanity check on the value column, not as an indicator of the manager's entry or exit price.