Connor, Clark & Lunn Investment Management Ltd.
Position in AOSL — ALPHA & OMEGA SEMICONDUCTOR Ltd
CIK 1596800
VANCOUVER, A1
Position in AOSL
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$30,144,144
+$22,682,518 QoQ
Shares Held
636,893
+89.1% QoQ
Ownership
2.13%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#10
of 216 holders
Holding Since
Sep 2020
19 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, 2026Connor, Clark & Lunn Investment Management Ltd. holds $4,478,283,600 across 32 Semiconductors names. AOSL ranks #20 (0.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NVDA |
Nvidia Corp
|
5,893,585 | $1,179,247,422 | |
| 2 | AVGO |
Broadcom Inc.
|
1,533,500 | $579,279,624 | |
| 3 | TSM |
Taiwan Semiconductor Manufacturing Co Ltd
|
1,171,436 | $559,442,690 | |
| 4 | MU |
Micron Technology Inc
|
432,744 | $499,512,071 | |
| 5 | AMD |
Advanced Micro Devices Inc
|
734,227 | $426,519,806 | |
| 6 | QCOM |
Qualcomm Inc/De
|
1,118,392 | $206,667,657 | |
| 7 | TXN |
Texas Instruments Inc
|
586,335 | $174,768,872 | |
| 8 | INTC |
Intel Corp
|
761,185 | $106,284,261 |
All Filings in AOSL
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $30,144,144 | 636,893 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $7,461,626 | 336,716 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $4,051,362 | 204,511 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $3,150,309 | 112,672 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $2,061,806 | 80,351 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $1,148,034 | 46,180 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $1,808,137 | 48,829 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $3,105,088 | 83,650 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $3,737,822 | 100,022 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $1,163,932 | 52,810 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $1,111,615 | 42,656 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $912,149 | 30,568 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $847,355 | 25,834 | Shares | Sole | 2023-08-10 | |
| 2021-12-31 | $894,955 | 14,778 | Shares | Sole | 2022-02-10 | |
| 2021-09-30 | $751,687 | 23,962 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $1,103,248 | 36,303 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $1,273,828 | 38,955 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $760,569 | 32,173 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $133,007 | 10,375 | Shares | Sole | 2020-11-12 | |
| No filing history on record for this holder in this stock. | ||||||