G2 Investment Partners Management increased its position in Tower Semiconductor by 174,929 shares in the third quarter, now holding 289,929 TSEM shares valued at $21 million, representing 4.2% of fund AUM and its third-largest holding. TSEM shares are up 147% in the past year, outperforming the S&P 500.

According to a filing with the SEC, G2 Investment Partners added 174,929 shares of Tower Semiconductor during Q3, increasing the stake’s value by $16 million to $20.96 million as of Sept. 30, 2025. The fund’s top five holdings include Dave, Ranpak Holdings, Tower Semiconductor, Porch Group, and Pagaya Technologies.

Tower Semiconductor is an independent semiconductor foundry with customizable process technologies serving various markets. G2 Investment Partners has been increasing its stake in Tower Semiconductor, now its third-largest holding, in anticipation of the company’s growth and positive outlook for future business.

Tower Semiconductor’s Q3 revenue increased 6% sequentially, with expectations for 11% growth in Q4. The company is investing $300 million in capacity growth, prompting G2’s interest in the upcoming growth potential. G2 Investment Partners has a strong conviction in Tower’s future prospects.

If you’re looking to invest in potentially lucrative stocks, G2 Investment Partners’ move in Tower Semiconductor could be worth considering. The firm’s increasing stake and positive outlook on Tower’s growth indicate confidence in the company’s future prospects and potential for long-term gains.

Read more at Yahoo Finance: G2 Investment Bets Big On Tower Semiconductor (TSEM) With a Purchase of 175,000 Shares