Essential Partners LLC
Position in AOSL — ALPHA & OMEGA SEMICONDUCTOR Ltd
CIK 2136442
RANCHO SANTA FE, CA
Position in AOSL
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$283
+$195 QoQ
Shares Held
6
+50.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#205
of 216 holders
Holding Since
Jun 2025
4 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, 2026Essential Partners LLC holds $8,231,007 across 39 Semiconductors names. AOSL ranks #38 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NVDA |
Nvidia Corp
|
11,977 | $2,396,477 | |
| 2 | MU |
Micron Technology Inc
|
1,878 | $2,167,756 | |
| 3 | INTC |
Intel Corp
|
8,051 | $1,124,161 | |
| 4 | AVGO |
Broadcom Inc.
|
2,622 | $990,460 | |
| 5 | AMD |
Advanced Micro Devices Inc
|
729 | $423,483 | |
| 6 | GFS |
GLOBALFOUNDRIES Inc.
|
2,650 | $218,386 | |
| 7 | ADI |
Analog Devices Inc
|
347 | $137,817 | |
| 8 | MRVL |
Marvell Technology, Inc.
|
336 | $100,091 |
All Filings in AOSL
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $283 | 6 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $88 | 4 | Shares | Sole | 2026-05-21 | |
| 2025-09-30 | $503 | 18 | Shares | Sole | 2026-05-21 | |
| 2025-06-30 | $205 | 8 | Shares | Sole | 2026-05-21 | |
| No filing history on record for this holder in this stock. | ||||||