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AOSL in the 13F filings

Alpha & Omega Semiconductor · CUSIP G6331P104

Sector · SemiconductorsTheme · AI infrastructure and semiconductors· L3VLUP-definedTheme · Semiconductors
Quarter
Q2 2026Q1 2026Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023Q3 2023
Quarter end
31 Dec 2025
the date the book describes
Filed
27 Oct 2026
latest of these filings; the earliest 22 Jan 2026
Managers listing it
23
at least, of 95 tracked, among listed positions
Comparable managers
92
filed both Q3 2025 and Q4 2025; 2 listed it in both
Shares listed
3,540,603
combined, among listed positions
Reported value
$70m
combined, at the quarter end

Among the 92 comparable managers: 18 buyers (opened or added shares) and 9 sellers (trimmed or exited), at least, among listed positions. Their net change in shares was +165,230.

Managers listing AOSL in Q4 2025

Share of 13F value is the position’s reported value over everything the manager reported that quarter. The share change is against Q3 2025, and only where both filings list the position. A rise in value with no rise in shares is the price, not buying.

23 of 23 holders

ActionFiling
Wellington Management Group LLP1,025,953$20munder 0.1%Added+160,98817 Feb 2026 (the filing on sec.gov)
Fidelity (FMR LLC)515,095$10munder 0.1%Added+5117 Feb 2026 (the filing on sec.gov)
Invesco Ltd381,767$7.6munder 0.1%Added+63,13419 Feb 2026 (the filing on sec.gov)
Two Sigma Investments LP278,117$5.5munder 0.1%Added+115,79717 Feb 2026 (the filing on sec.gov)
Two Sigma Advisers LP189,000$3.7munder 0.1%Added+94,00017 Feb 2026 (the filing on sec.gov)
D. E. Shaw & Co.160,588$3.2munder 0.1%Newnew17 Feb 2026 (the filing on sec.gov)
Winton Group Ltd137,265$2.7m0.09%Added+89,91411 Feb 2026 (the filing on sec.gov)
Acadian Asset Management LLC133,503$2.6munder 0.1%Added+88,84510 Feb 2026 (the filing on sec.gov)
Citadel Advisors LLC108,818$2.2munder 0.1%Newnew17 Feb 2026 (the filing on sec.gov)
Jane Street Group LLC108,202$2.1munder 0.1%Newnew12 Feb 2026 (the filing on sec.gov)
AQR Capital Management LLC82,032$1.6munder 0.1%Added+21,93517 Feb 2026 (the filing on sec.gov)
Verition Fund Management LLC75,837$1.5munder 0.1%Trimmed-5,67613 Feb 2026 (the filing on sec.gov)
Susquehanna International Group LLP60,338$1.2munder 0.1%Added+38,40917 Feb 2026 (the filing on sec.gov)
Millennium Management LLC59,983$1.2munder 0.1%Trimmed-577,89317 Feb 2026 (the filing on sec.gov)
Walleye Capital LLC47,891$949kunder 0.1%Newnew13 Feb 2026 (the filing on sec.gov)
Quantbot Technologies LP35,944$712kunder 0.1%Added+24,71010 Feb 2026 (the filing on sec.gov)
MFS Investment Management28,439$563kunder 0.1%Newnew22 Jan 2026 (the filing on sec.gov)
T. Rowe Price Associates Inc27,858$552kunder 0.1%Added+1,22217 Feb 2026 (the filing on sec.gov)
AllianceBernstein LP23,300$462kunder 0.1%Trimmed-8,79017 Feb 2026 (the filing on sec.gov)
PDT Partners LLC21,287$422kunder 0.1%Held017 Feb 2026 (the filing on sec.gov)
Tudor Investment Corp15,401$305kunder 0.1%Added+4,48817 Feb 2026 (the filing on sec.gov)
Janus Henderson Group Ltd13,485$267kunder 0.1%Held017 Feb 2026 (the filing on sec.gov)
Renaissance Technologies LLC10,500$208kunder 0.1%Newnew12 Feb 2026 (the filing on sec.gov)

Largest increases and reductions, by shares

Q3 2025 to Q4 2025, among managers that listed it in both quarters or opened it.

Increases

Reductions

New positions and exits

At least these many: a manager is shown exiting only where its own filing shows the position gone.

New (6)

Exited (6)

Ownership over time

Every quarter on file. A quarter-end value moves with the price as well as with the shares held; buyers and sellers count comparable managers, by shares.
4 in Q3 2024 to 2 in Q2 2026

Tracked managers listing it, at least.

0123420152016201720182019202120222023202420252026
the quarter shown share split complete books; unmarked quarters rest on listed positionsClick a quarter to open it.
AOSL by quarter
QuarterHoldersReported valueBuyersSellers
Q4 20141$1.1mn.a.n.a.
Q1 20151$2.4mn.a.n.a.
Q1 20161$4.4mn.a.n.a.
Q2 20162$8.2mn.a.n.a.
Q3 20162$20mn.a.n.a.
Q4 20162$20mn.a.n.a.
Q1 20171$13mn.a.n.a.
Q2 20171$9.8mn.a.n.a.
Q3 20172$9.8mn.a.n.a.
Q4 20172$8.0mn.a.n.a.
Q1 20182$5.5mn.a.n.a.
Q2 20181$395kn.a.n.a.
Q3 20181$133kn.a.n.a.
Q4 20181$199kn.a.n.a.
Q1 20191$225kn.a.n.a.
Q2 20191$183kn.a.n.a.
Q3 20191$240kn.a.n.a.
Q1 20211$7.2mn.a.n.a.
Q2 20212$8.0mn.a.n.a.
Q3 20213$9.3mn.a.n.a.
Q4 20214$31mn.a.n.a.
Q1 20223$12mn.a.n.a.
Q2 20221$2.8mn.a.n.a.
Q3 20221$3.5mn.a.n.a.
Q4 20221$3.9mn.a.n.a.
Q1 20232$6.8mn.a.n.a.
Q2 20232$12mn.a.n.a.
Q3 20232$13mn.a.n.a.
Q4 20234$12m31
Q1 20244$12m40
Q2 20244$22m31
Q3 20244$37m14
Q4 20242$12m02
Q1 20252$8.6m11
Q2 20252$9.7m20
Q3 20253$11m03
Q4 20252$3.1m189
Q1 20263$2.8m1412
Q2 20262$17m1312

Compare with…

Holders over time, buyers and sellers, and the managers holding both, side by side for up to four stocks.

AOSL and NVDA →AOSL and AVGO →AOSL and MU →Choose a stock to compare with AOSL →

How much of the picture this is

A 13F is a manager’s long US-listed equity book at a quarter end, filed up to 45 days later. It shows no shorts, cash, bonds or performance, and it is never today’s portfolio. Large books are listed to their largest positions, so a manager missing from this table may still hold a small position below that line. These are 95 tracked managers, not the institutional market.

Which funds own AOSL, latest filings →Back to the 13F Explorer →