YOUSIF CAPITAL MANAGEMENT, LLC

Position in AOSL — ALPHA & OMEGA SEMICONDUCTOR Ltd

CIK 1858789 BLOOMFIELD HILLS, MI

Position in AOSL

as of Jun 30, 2026 · filed Jul 16, 2026 Compact

Position Value

$308,875

+$99,148 QoQ

Shares Held

6,526

-13.0% QoQ

Ownership

0.022%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#112

of 216 holders

Holding Since

Jun 2022

15 quarters on record

Voting authority Sole 23% Shared 0% None 77%

Technology · as of Jun 30, 2026

YOUSIF CAPITAL MANAGEMENT, LLC holds $1,097,071,435 across 35 Semiconductors names. AOSL ranks #34 (0.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NVDA	Nvidia Corp	2,284,028	$457,011,162
2	AVGO	Broadcom Inc.	453,874	$171,450,903
3	MU	Micron Technology Inc	117,948	$136,146,196
4	AMD	Advanced Micro Devices Inc	162,118	$94,175,967
5	INTC	Intel Corp	516,348	$72,097,671
6	TXN	Texas Instruments Inc	94,447	$28,151,817
7	MRVL	Marvell Technology, Inc.	77,415	$23,061,154
8	ADI	Analog Devices Inc	52,696	$20,929,270

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$308,875	6,526	-13.0%	Shares	Sole	2026-07-16
2025-09-30	$209,727	7,501	-15.8%	Shares	Sole	2025-10-14
2025-06-30	$228,656	8,911	0.0%	Shares	Sole	2025-07-25
2025-03-31	$221,527	8,911	-1.5%	Shares	Sole	2025-04-14
2024-12-31	$335,084	9,049	-0.6%	Shares	Sole	2025-01-27
2024-09-30	$337,977	9,105	-2.0%	Shares	Sole	2024-10-30
2024-06-30	$347,354	9,295	-8.9%	Shares	Sole	2024-07-31
2024-03-31	$224,808	10,200	-9.0%	Shares	Sole	2024-04-26
2023-12-31	$292,132	11,210	-15.3%	Shares	Sole	2024-02-01
2023-09-30	$394,932	13,235	-4.6%	Shares	Sole	2023-10-30
2023-06-30	$454,936	13,870	-6.1%	Shares	Sole	2023-08-02
2023-03-31	$398,024	14,769	-9.1%	Shares	Sole	2023-05-02
2022-12-31	$464,233	16,249	-8.5%	Shares	Sole	2023-01-09
2022-09-30	$546,266	17,759	+0.1%	Shares	Sole	2022-11-04
2022-06-30	$591,551	17,743	—	Shares	Sole	2022-08-01
No filing history on record for this holder in this stock.