Capelight Capital Asset Management LP

Position in AOSL — ALPHA & OMEGA SEMICONDUCTOR Ltd

CIK 2105992 NEW YORK, NY

Position in AOSL

as of Jun 30, 2026 · filed Jul 15, 2026 Compact

Position Value

$709,950

New position

Shares Held

15,000

first reported quarter

Ownership

0.050%

of shares outstanding

% of Portfolio

0.38%

of 13F equity value

Holder Rank

#5

of 40 holders

Holding Since

Jun 2026

1 quarter on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

Capelight Capital Asset Management LP holds $16,928,240 across 5 Semiconductors names. AOSL ranks #5 (4.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NVDA	Nvidia Corp	46,000	$9,204,140
2	CRDO	Credo Technology Group Holding Ltd	19,000	$5,167,050
3	STM	STMicroelectronics N.V.	15,000	$1,123,350
4	WOLF	Wolfspeed, Inc.	15,000	$723,750
5	AOSL	ALPHA & OMEGA SEMICONDUCTOR Ltd This page	15,000	$709,950

1 filing row on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$709,950	15,000	—	Shares	Sole	2026-07-15
No filing history on record for this holder in this stock.