Counterpoint Mutual Funds LLC
Mutual FundPosition in AOSL — ALPHA & OMEGA SEMICONDUCTOR Ltd
CIK 1698461
San Diego, CA
Position in AOSL
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$1,169,618
+$292,548 QoQ
Shares Held
24,712
-37.6% QoQ
Ownership
0.082%
of shares outstanding
% of Portfolio
0.24%
of 13F equity value
Holder Rank
#67
of 216 holders
Holding Since
Mar 2022
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, 2026Counterpoint Mutual Funds LLC holds $60,817,476 across 15 Semiconductors names. AOSL ranks #9 (1.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ALAB |
Astera Labs, Inc.
|
23,077 | $11,146,652 | |
| 2 | MU |
Micron Technology Inc
|
7,916 | $9,137,359 | |
| 3 | AMD |
Advanced Micro Devices Inc
|
13,826 | $8,031,661 | |
| 4 | MRVL |
Marvell Technology, Inc.
|
26,919 | $8,018,900 | |
| 5 | INTC |
Intel Corp
|
56,132 | $7,837,711 | |
| 6 | MPWR |
Monolithic Power Systems, Inc.
|
5,491 | $7,590,538 | |
| 7 | CRDO |
Credo Technology Group Holding Ltd
|
7,526 | $2,046,695 | |
| 8 | SITM |
SITIME Corp
|
1,663 | $1,239,866 |
All Filings in AOSL
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,169,618 | 24,712 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $877,070 | 39,579 | Shares | Sole | 2026-04-27 | |
| 2025-09-30 | $349,332 | 12,494 | Shares | Sole | 2025-11-10 | |
| 2024-09-30 | $522,686 | 14,081 | Shares | Sole | 2024-11-12 | |
| 2023-09-30 | $114,018 | 3,821 | Shares | Sole | 2023-10-18 | |
| 2022-03-31 | $23,772 | 435 | Shares | Sole | 2022-04-27 | |
| No filing history on record for this holder in this stock. | ||||||