PANAGORA ASSET MANAGEMENT INC
Position in AOSL — ALPHA & OMEGA SEMICONDUCTOR Ltd
CIK 883677
Boston, MA
Position in AOSL
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$9,198,869
+$7,896,194 QoQ
Shares Held
194,356
+230.6% QoQ
Ownership
0.649%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#25
of 216 holders
Holding Since
Mar 2020
14 quarters on record
Voting authority
Sole 11%
Shared 0%
None 89%
Common Shares in AOSL Over Time
Shares Held
Position Value (USD)
Position in Semiconductors
Technology · as of Jun 30, 2026PANAGORA ASSET MANAGEMENT INC holds $4,945,172,658 across 25 Semiconductors names. AOSL ranks #15 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NVDA |
Nvidia Corp
|
11,297,783 | $2,260,573,400 | |
| 2 | AVGO |
Broadcom Inc.
|
2,050,986 | $774,759,961 | |
| 3 | MU |
Micron Technology Inc
|
573,446 | $661,922,983 | |
| 4 | AMD |
Advanced Micro Devices Inc
|
965,681 | $560,973,749 | |
| 5 | INTC |
Intel Corp
|
1,509,064 | $210,710,606 | |
| 6 | ADI |
Analog Devices Inc
|
415,643 | $165,080,930 | |
| 7 | MXL |
Maxlinear, Inc
|
493,125 | $63,134,793 | |
| 8 | CRUS |
Cirrus Logic, Inc.
|
276,600 | $41,083,398 |
All Filings in AOSL
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $9,198,869 | 194,356 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $1,302,675 | 58,785 | Shares | Sole | 2026-05-14 | |
| 2022-12-31 | $2,180,862 | 76,334 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $3,101,776 | 100,838 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $4,943,221 | 148,267 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $8,022,729 | 146,802 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $8,578,081 | 141,646 | Shares | Sole | 2022-02-10 | |
| 2021-09-30 | $4,602,857 | 146,728 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $4,167,380 | 137,130 | Shares | Sole | 2021-08-11 | |
| 2021-03-31 | $4,103,032 | 125,475 | Shares | Sole | 2021-05-12 | |
| 2020-12-31 | $3,058,046 | 129,359 | Shares | Sole | 2021-02-10 | |
| 2020-09-30 | $1,658,395 | 129,360 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $1,462,369 | 134,409 | Shares | Sole | 2020-08-12 | |
| 2020-03-31 | $821,999 | 128,237 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||