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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 Mar 2024
the date the book describes
Filed
15 May 2024
latest of these filings; the earliest 9 May 2024
Managers listing it
4
at least, of 95 tracked, among listed positions
Comparable managers
93
filed both Q4 2023 and Q1 2024; 4 listed it in both
Shares listed
554,484
combined, among listed positions
Reported value
$12m
combined, at the quarter end

Among the 93 comparable managers: 4 buyers (opened or added shares) and 0 sellers (trimmed or exited), at least, among listed positions. Their net change in shares was +102,824.

Managers listing AOSL in Q1 2024

Share of 13F value is the position’s reported value over everything the manager reported that quarter. The share change is against Q4 2023, and only where both filings list the position. A rise in value with no rise in shares is the price, not buying.

4 of 4 holders

ActionFiling
First Eagle Investment Management LLC446,542$9.8munder 0.1%Added+71,0009 May 2024 (the filing on sec.gov)
Dodge & Cox48,093$1.1munder 0.1%Added+12,27914 May 2024 (the filing on sec.gov)
Winton Group Ltd36,997$815k0.06%Added+18,32714 May 2024 (the filing on sec.gov)
PDT Partners LLC22,852$504kunder 0.1%Added+1,21815 May 2024 (the filing on sec.gov)

Largest increases and reductions, by shares

Q4 2023 to Q1 2024, among managers that listed it in both quarters or opened it.

Increases

Reductions

No reduction among listed positions.

New positions and exits

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

New (0)

No new position among listed positions.

Exited (0)

No exit shown by a manager’s own filing.

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 →