TWO SIGMA INVESTMENTS, LP
Position in AOSL — ALPHA & OMEGA SEMICONDUCTOR Ltd
CIK 1179392
NEW YORK, NY
Position in AOSL
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$45,038,092
+$32,783,369 QoQ
Shares Held
951,576
+72.1% QoQ
Ownership
3.18%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#7
of 216 holders
Holding Since
Sep 2020
23 quarters on record
Voting authority
Sole 99%
Shared 0%
None 1%
Common Shares in AOSL Over Time
Shares Held
Position Value (USD)
Position in Semiconductors
Technology · as of Jun 30, 2026TWO SIGMA INVESTMENTS, LP holds $6,965,956,311 across 58 Semiconductors names. AOSL ranks #25 (0.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NVDA |
Nvidia Corp
|
6,284,574 | $1,257,480,411 | |
| 2 | AMD |
Advanced Micro Devices Inc
|
1,515,419 | $880,322,051 | |
| 3 | MU |
Micron Technology Inc
|
535,173 | $617,744,842 | |
| 4 | TXN |
Texas Instruments Inc
|
1,371,840 | $408,904,348 | |
| 5 | ON |
On Semiconductor Corp
|
4,068,560 | $384,641,662 | |
| 6 | GFS |
GLOBALFOUNDRIES Inc.
|
3,417,505 | $281,636,587 | |
| 7 | MPWR |
Monolithic Power Systems, Inc.
|
190,505 | $263,346,491 | |
| 8 | ARM |
Arm Holdings PLC /Uk
|
660,156 | $234,071,512 |
All Filings in AOSL
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $45,038,092 | 951,576 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $12,254,723 | 553,011 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $5,509,497 | 278,117 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $4,538,467 | 162,320 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $5,052,556 | 196,904 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $1,744,898 | 70,189 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $4,632,267 | 125,095 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $1,711,343 | 46,103 | Shares | Sole | 2024-11-14 | |
| 2024-03-31 | $2,072,950 | 94,054 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $1,409,898 | 54,102 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $1,958,399 | 65,630 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $4,049,980 | 123,475 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $1,790,584 | 66,441 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $270,415 | 9,465 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $266,535 | 8,665 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $1,606,154 | 48,175 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $3,403,929 | 62,286 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $14,750,356 | 243,566 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $7,533,411 | 240,147 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $7,166,509 | 235,818 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $4,111,763 | 125,742 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $1,031,578 | 43,637 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $513,351 | 40,043 | Shares | Sole | 2020-11-16 | |
| No filing history on record for this holder in this stock. | ||||||