WEDGE CAPITAL MANAGEMENT L L P/NC
Position in AOSL — ALPHA & OMEGA SEMICONDUCTOR Ltd
CIK 1015308
CHARLOTTE, NC
Position in AOSL
as of Jun 30, 2026
· filed Jul 10, 2026
Position Value
$4,327,855
+$1,833,659 QoQ
Shares Held
91,440
-18.8% QoQ
Ownership
0.306%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#40
of 216 holders
Holding Since
Sep 2023
9 quarters on record
Voting authority
Sole 34%
Shared 0%
None 66%
Common Shares in AOSL Over Time
Shares Held
Position Value (USD)
Position in Semiconductors
Technology · as of Jun 30, 2026WEDGE CAPITAL MANAGEMENT L L P/NC holds $116,204,079 across 11 Semiconductors names. AOSL ranks #5 (3.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TXN |
Texas Instruments Inc
|
266,012 | $79,290,196 | |
| 2 | SWKS |
Skyworks Solutions, Inc.
|
155,757 | $10,560,324 | |
| 3 | DIOD |
Diodes Inc /Del/
|
75,885 | $8,304,854 | |
| 4 | NVDA |
Nvidia Corp
|
32,448 | $6,492,520 | |
| 5 | AOSL |
ALPHA & OMEGA SEMICONDUCTOR Ltd
This page
|
91,440 | $4,327,855 | |
| 6 | AVGO |
Broadcom Inc.
|
7,176 | $2,710,734 | |
| 7 | MU |
Micron Technology Inc
|
1,709 | $1,972,681 | |
| 8 | INTC |
Intel Corp
|
6,991 | $976,153 |
All Filings in AOSL
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,327,855 | 91,440 | Shares | Sole | 2026-07-10 | |
| 2026-03-31 | $2,494,196 | 112,554 | Shares | Sole | 2026-04-13 | |
| 2025-03-31 | $1,763,841 | 70,951 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $1,639,873 | 44,285 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $1,822,035 | 49,085 | Shares | Sole | 2024-10-11 | |
| 2024-06-30 | $1,783,931 | 47,737 | Shares | Sole | 2024-07-17 | |
| 2024-03-31 | $1,343,139 | 60,941 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $1,033,669 | 39,665 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $1,046,190 | 35,060 | Shares | Sole | 2023-10-13 | |
| No filing history on record for this holder in this stock. | ||||||