PANAGORA ASSET MANAGEMENT INC

CIK

883677

City

Boston

State / Country

MA

Stock

AOSL — ALPHA & OMEGA SEMICONDUCTOR Ltd

Top Portfolio Positions

1,141 positions · $25,962,413,933 total · as of Mar 31, 2026

Ticker	Company	Shares	Value (USD)	% of Portfolio	Open
NVDA	Nvidia Corp Technology	11,061,703	$1,929,161,003	7.43%
AAPL	Apple Inc. Technology	6,315,538	$1,602,820,389	6.17%
MSFT	Microsoft Corp Technology	2,965,156	$1,097,611,796	4.23%
GOOGL	Alphabet Inc. Communication Services	3,016,115	$867,314,029	3.34%
AMZN	Amazon Com Inc Consumer Cyclical	3,499,027	$728,742,353	2.81%
AVGO	Broadcom Inc. Technology	1,961,353	$607,058,367	2.34%
META	Meta Platforms, Inc. Communication Services	1,018,696	$582,826,542	2.24%
TSLA	Tesla, Inc. Consumer Cyclical	885,719	$329,266,038	1.27%
MA	Mastercard Inc Financial Services	647,559	$323,559,329	1.25%
XOM	Exxon Mobil Corp Energy	1,768,403	$300,027,252	1.16%

Portfolio Trend

25 quarters · across all stocks

Holdings in AOSL

Compact Export CSV

Shares Held

Position Value (USD)

13 quarters on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$1,302,675	58,785	-23.0%	Shares	Sole	2026-05-14
2022-12-31	$2,180,862	76,334	-24.3%	Shares	Sole	2023-02-13
2022-09-30	$3,101,776	100,838	-32.0%	Shares	Sole	2022-11-14
2022-06-30	$4,943,221	148,267	+1.0%	Shares	Sole	2022-08-15
2022-03-31	$8,022,729	146,802	+3.6%	Shares	Sole	2022-05-12
2021-12-31	$8,578,081	141,646	-3.5%	Shares	Sole	2022-02-10
2021-09-30	$4,602,857	146,728	+7.0%	Shares	Sole	2021-11-10
2021-06-30	$4,167,380	137,130	+9.3%	Shares	Sole	2021-08-11
2021-03-31	$4,103,032	125,475	-3.0%	Shares	Sole	2021-05-12
2020-12-31	$3,058,046	129,359	-0.0%	Shares	Sole	2021-02-10
2020-09-30	$1,658,395	129,360	-3.8%	Shares	Sole	2020-11-13
2020-06-30	$1,462,369	134,409	+4.8%	Shares	Sole	2020-08-12
2020-03-31	$821,999	128,237	—	Shares	Sole	2020-05-14
No 13F history on record for this holder in this stock.