Katamaran Capital LLP disclosed a new position in Tower Semiconductor Ltd., holding 73,635 shares valued at $5.32 million. This represents 4.86% of the fund’s assets under management as of Q3 2025. Tower Semiconductor specializes in analog and mixed-signal semiconductor manufacturing for various industries.

The purchase of Tower Semiconductor adds to Katamaran’s tech holdings, making it the fund’s largest chip industry investment. Tower’s smaller market cap compared to giants like Amazon and Meta could offer unique growth opportunities. The stock had risen by nearly 110% in the past year, potentially driving returns for the hedge fund.

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Read more at Nasdaq: Katamaran Capital Loads Up on Tower Semiconductor Stock, Buying 74,000 Shares