Versant Capital Management, Inc
Position in AOSL — ALPHA & OMEGA SEMICONDUCTOR Ltd
CIK 1735057
PHOENIX, AZ
Position in AOSL
as of Jun 30, 2026
· filed Jul 2, 2026
Position Value
$63,374
+$32,018 QoQ
Shares Held
1,339
-5.4% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#148
of 216 holders
Holding Since
Mar 2023
13 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, 2026Versant Capital Management, Inc holds $61,184,585 across 46 Semiconductors names. AOSL ranks #34 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AVGO |
Broadcom Inc.
|
53,172 | $20,085,723 | |
| 2 | NVDA |
Nvidia Corp
|
92,349 | $18,478,111 | |
| 3 | MU |
Micron Technology Inc
|
4,701 | $5,426,317 | |
| 4 | AMD |
Advanced Micro Devices Inc
|
6,440 | $3,741,060 | |
| 5 | INTC |
Intel Corp
|
20,096 | $2,806,004 | |
| 6 | MPWR |
Monolithic Power Systems, Inc.
|
678 | $937,240 | |
| 7 | TSM |
Taiwan Semiconductor Manufacturing Co Ltd
|
1,961 | $936,514 | |
| 8 | CRUS |
Cirrus Logic, Inc.
|
6,117 | $908,558 |
All Filings in AOSL
Export CSV
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $63,374 | 1,339 | Shares | Sole | 2026-07-02 | |
| 2026-03-31 | $31,356 | 1,415 | Shares | Sole | 2026-04-07 | |
| 2025-12-31 | $19,057 | 962 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $52,788 | 1,888 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $43,468 | 1,694 | Shares | Sole | 2025-07-07 | |
| 2025-03-31 | $7,184 | 289 | Shares | Sole | 2025-04-03 | |
| 2024-12-31 | $3,591 | 97 | Shares | Sole | 2025-01-03 | |
| 2024-09-30 | $928 | 25 | Shares | Sole | 2024-10-07 | |
| 2024-06-30 | $934 | 25 | Shares | Sole | 2024-07-08 | |
| 2023-12-31 | $2,110 | 81 | Shares | Sole | 2024-01-08 | |
| 2023-09-30 | $9,190 | 308 | Shares | Sole | 2023-10-12 | |
| 2023-06-30 | $11,840 | 361 | Shares | Sole | 2023-07-10 | |
| 2023-03-31 | $2,937 | 109 | Shares | Sole | 2023-04-10 | |
| No filing history on record for this holder in this stock. | ||||||