Almanack Investment Partners, LLC.
Position in AOSL — ALPHA & OMEGA SEMICONDUCTOR Ltd
CIK 1680613
WAYNE, PA
Position in AOSL
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$371,351
+$364,430 QoQ
Shares Held
7,846
+3387.1% QoQ
Ownership
0.026%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
#100
of 216 holders
Holding Since
Sep 2022
2 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, 2026Almanack Investment Partners, LLC. holds $38,356,362 across 19 Semiconductors names. AOSL ranks #12 (1.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NVDA |
Nvidia Corp
|
54,544 | $10,913,708 | |
| 2 | AVGO |
Broadcom Inc.
|
15,774 | $5,958,628 | |
| 3 | MU |
Micron Technology Inc
|
4,654 | $5,372,065 | |
| 4 | AMD |
Advanced Micro Devices Inc
|
8,302 | $4,822,714 | |
| 5 | MRVL |
Marvell Technology, Inc.
|
15,773 | $4,698,618 | |
| 6 | ALAB |
Astera Labs, Inc.
|
1,818 | $878,130 | |
| 7 | TSM |
Taiwan Semiconductor Manufacturing Co Ltd
|
1,800 | $859,626 | |
| 8 | QCOM |
Qualcomm Inc/De
|
4,605 | $850,957 |
All Filings in AOSL
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $371,351 | 7,846 | Shares | Sole | 2026-07-30 | |
| 2022-09-30 | $6,921 | 225 | Shares | Sole | 2022-11-15 | |
| No filing history on record for this holder in this stock. | ||||||