Group 1 - Katamaran Capital LLP disclosed a new position in Tower Semiconductor Ltd., acquiring 73,635 shares valued at $5.32 million [2][7] - The new position in Tower Semiconductor represents 4.86% of Katamaran Capital's 13F assets under management as of Q3 2025 [3] - Tower Semiconductor Ltd. specializes in analog and mixed-signal semiconductor manufacturing, serving high-growth sectors such as automotive, communications, and industrial electronics [8] Group 2 - As of November 5, 2025, Tower Semiconductor has a market capitalization of $9.76 billion and reported revenue of $1.51 billion with a net income of $195.46 million [4] - The company operates as an independent foundry, generating revenue primarily through customizable process technologies and manufacturing services for integrated device manufacturers and fabless companies [5] - Tower Semiconductor serves a diversified customer base across various markets, including consumer electronics, communications, automotive, industrial, aerospace, military, and medical devices [6]
Katamaran Capital Loads Up on Tower Semiconductor Stock, Buying 74,000 Shares