Cornerstone Investment Partners, LLC
Position in AOSL — ALPHA & OMEGA SEMICONDUCTOR Ltd
CIK 1328062
ATLANTA, GA
Position in AOSL
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$241,714
+$16,672 QoQ
Shares Held
5,107
-15.2% QoQ
Ownership
0.017%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#127
of 216 holders
Holding Since
Mar 2021
6 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in AOSL Over Time
Shares Held
Position Value (USD)
Position in Semiconductors
Technology · as of Jun 30, 2026Cornerstone Investment Partners, LLC holds $427,095,801 across 9 Semiconductors names. AOSL ranks #8 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MU |
Micron Technology Inc
|
134,961 | $155,784,132 | |
| 2 | TSM |
Taiwan Semiconductor Manufacturing Co Ltd
|
309,088 | $147,611,156 | |
| 3 | AVGO |
Broadcom Inc.
|
322,229 | $121,722,004 | |
| 4 | LASR |
Nlight, Inc.
|
7,566 | $526,744 | |
| 5 | DIOD |
Diodes Inc /Del/
|
3,791 | $414,887 | |
| 6 | AIP |
Arteris, Inc.
|
6,683 | $324,726 | |
| 7 | CEVA |
Ceva Inc
|
6,088 | $287,110 | |
| 8 | AOSL |
ALPHA & OMEGA SEMICONDUCTOR Ltd
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|
5,107 | $241,714 |
All Filings in AOSL
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $241,714 | 5,107 | Shares | Sole | 2026-08-07 | |
| 2024-06-30 | $225,042 | 6,022 | Shares | Sole | 2024-08-12 | |
| 2022-03-31 | $243,411 | 4,454 | Shares | Sole | 2022-04-29 | |
| 2021-12-31 | $267,978 | 4,425 | Shares | Sole | 2022-02-07 | |
| 2021-06-30 | $218,078 | 7,176 | Shares | Sole | 2021-07-29 | |
| 2021-03-31 | $234,655 | 7,176 | Shares | Sole | 2021-04-26 | |
| No filing history on record for this holder in this stock. | ||||||