MILLENNIUM MANAGEMENT LLC
Position in AOSL — ALPHA & OMEGA SEMICONDUCTOR Ltd
CIK 1273087
NEW YORK, NY
Position in AOSL
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$12,667,779
+$8,284,930 QoQ
Shares Held
267,648
+35.3% QoQ
Ownership
0.894%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#18
of 216 holders
Holding Since
Jun 2020
23 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in AOSL Over Time
Shares Held
Position Value (USD)
Derivatives in AOSL
reported options exposure · as of Jun 30, 2026CallValue
$2,366,500
CallShares
50,000
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Semiconductors
Technology · as of Jun 30, 2026MILLENNIUM MANAGEMENT LLC holds $8,572,617,518 across 57 Semiconductors names. AOSL ranks #40 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NVDA |
Nvidia Corp
|
12,157,614 | $2,432,616,985 | |
| 2 | TSM |
Taiwan Semiconductor Manufacturing Co Ltd
|
1,592,445 | $760,503,958 | |
| 3 | MU |
Micron Technology Inc
|
517,125 | $596,912,216 | |
| 4 | CRDO |
Credo Technology Group Holding Ltd
|
1,997,808 | $543,303,885 | |
| 5 | AMD |
Advanced Micro Devices Inc
|
863,984 | $501,896,945 | |
| 6 | ALAB |
Astera Labs, Inc.
|
604,489 | $291,980,276 | |
| 7 | TSEM |
Tower Semiconductor Ltd
|
850,421 | $221,653,729 | |
| 8 | SLAB |
Silicon Laboratories Inc.
|
1,003,736 | $219,376,540 |
All Filings in AOSL
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $12,667,779 | 267,648 | Shares | Sole | 2026-08-14 | |
| 2026-06-30 | $2,366,500 | 50,000 | Call | Sole | 2026-08-14 | |
| 2026-03-31 | $4,382,849 | 197,782 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $1,188,263 | 59,983 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $17,835,012 | 637,876 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $10,393,813 | 405,059 | Shares | Sole | 2025-08-14 | |
| 2024-12-31 | $9,506,045 | 256,712 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $335,342 | 9,034 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $5,130,153 | 137,280 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $312,681 | 14,187 | Shares | Sole | 2024-05-15 | |
| 2023-09-30 | $495,254 | 16,597 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $727,372 | 22,176 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $1,160,817 | 43,073 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $2,669,380 | 93,433 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $3,953,429 | 128,525 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $239,814 | 7,193 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $5,753,224 | 105,274 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $3,088,802 | 51,004 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $8,286,542 | 264,155 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $6,482,338 | 213,305 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $3,415,318 | 104,444 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $8,670,348 | 366,766 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $1,406,315 | 109,697 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $697,582 | 64,116 | Shares | Sole | 2020-08-14 | |
| No filing history on record for this holder in this stock. | ||||||