Thrivent Financial for Lutherans
Position in AOSL — ALPHA & OMEGA SEMICONDUCTOR Ltd
CIK 314984
Minneapolis, MN
Position in AOSL
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$772,094
+$406,720 QoQ
Shares Held
16,313
-1.1% QoQ
Ownership
0.054%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#80
of 216 holders
Holding Since
Jun 2022
17 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, 2026Thrivent Financial for Lutherans holds $4,672,493,570 across 36 Semiconductors names. AOSL ranks #34 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NVDA |
Nvidia Corp
|
9,916,316 | $1,984,155,666 | |
| 2 | AVGO |
Broadcom Inc.
|
2,025,628 | $765,180,974 | |
| 3 | AMD |
Advanced Micro Devices Inc
|
842,788 | $489,583,975 | |
| 4 | MU |
Micron Technology Inc
|
358,825 | $414,188,108 | |
| 5 | TSM |
Taiwan Semiconductor Manufacturing Co Ltd
|
574,629 | $274,425,569 | |
| 6 | QCOM |
Qualcomm Inc/De
|
1,131,486 | $209,087,296 | |
| 7 | MPWR |
Monolithic Power Systems, Inc.
|
90,064 | $124,500,870 | |
| 8 | INTC |
Intel Corp
|
633,875 | $88,507,964 |
All Filings in AOSL
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $772,094 | 16,313 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $365,374 | 16,488 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $339,622 | 17,144 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $498,247 | 17,820 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $460,443 | 17,944 | Shares | Sole | 2025-08-26 | |
| 2025-03-31 | $440,444 | 17,717 | Shares | Sole | 2025-08-26 | |
| 2024-12-31 | $681,352 | 18,400 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $692,436 | 18,654 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $721,241 | 19,300 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $437,956 | 19,871 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $852,631 | 32,718 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $1,229,139 | 41,191 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $1,377,599 | 42,000 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $983,809 | 36,505 | Shares | Sole | 2023-05-17 | |
| 2022-12-31 | $650,596 | 22,772 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $704,957 | 22,918 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $709,308 | 21,275 | Shares | Sole | 2022-08-16 | |
| No filing history on record for this holder in this stock. | ||||||