CWM, LLC

Position in AOSL — ALPHA & OMEGA SEMICONDUCTOR Ltd

CIK 1535847 OMAHA, NE

Position in AOSL

as of Mar 31, 2026 · filed May 14, 2026 Compact

Position Value

$38,248

+$16,695 QoQ

Shares Held

1,726

+58.6% QoQ

Ownership

0.006%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2022

17 quarters on record

Voting authority Sole 2% Shared 0% None 98%

Technology · as of Mar 31, 2026

CWM, LLC holds $1,116,560,067 across 57 Semiconductors names. AOSL ranks #43 (0.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NVDA	Nvidia Corp	3,473,955	$605,857,752
2	AVGO	Broadcom Inc.	667,208	$206,507,548
3	MU	Micron Technology Inc	219,439	$74,135,271
4	AMD	Advanced Micro Devices Inc	235,276	$47,862,196
5	INTC	Intel Corp	816,092	$36,014,139
6	QCOM	Qualcomm Inc/De	188,469	$24,271,037
7	TXN	Texas Instruments Inc	115,262	$22,376,964
8	ARM	Arm Holdings PLC /Uk	131,727	$19,927,660

17 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$38,248	1,726	+58.6%	Shares	Sole	2026-05-14
2025-12-31	$21,553	1,088	-53.0%	Shares	Sole	2026-01-26
2025-09-30	$64,699	2,314	+20.0%	Shares	Sole	2025-10-15
2025-06-30	$49,472	1,928	+403.4%	Shares	Sole	2025-07-25
2025-03-31	$9,521	383	0.0%	Shares	Sole	2025-05-01
2024-12-31	$14,182	383	-46.3%	Shares	Sole	2025-02-04
2024-09-30	$26,466	713	+101.4%	Shares	Sole	2024-10-08
2024-06-30	$13,228	354	-4.1%	Shares	Sole	2024-07-10
2024-03-31	$8,132	369	+4.2%	Shares	Sole	2024-04-05
2023-12-31	$9,225	354	+158.4%	Shares	Sole	2024-02-01
2023-09-30	$4,088	137	-46.9%	Shares	Sole	2023-10-11
2023-06-30	$8,462	258	+73.2%	Shares	Sole	2023-08-03
2023-03-31	$4,015	149	-65.5%	Shares	Sole	2023-05-01
2022-12-31	$12,342	432	+21.7%	Shares	Sole	2023-02-01
2022-09-30	$10,919	355	+100.6%	Shares	Sole	2022-10-27
2022-06-30	$5,901	177	+420.6%	Shares	Sole	2022-07-28
2022-03-31	$1,858	34	—	Shares	Sole	2022-04-21
No filing history on record for this holder in this stock.