JACOBS LEVY EQUITY MANAGEMENT, INC
Position in AOSL — ALPHA & OMEGA SEMICONDUCTOR Ltd
CIK 884414
FLORHAM PARK, NJ
Position in AOSL
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$7,616,248
-$226,486 QoQ
Shares Held
160,918
-54.5% QoQ
Ownership
0.538%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#27
of 216 holders
Holding Since
Mar 2020
23 quarters on record
Voting authority
Sole 96%
Shared 0%
None 4%
Common Shares in AOSL Over Time
Shares Held
Position Value (USD)
Position in Semiconductors
Technology · as of Jun 30, 2026JACOBS LEVY EQUITY MANAGEMENT, INC holds $3,083,938,498 across 15 Semiconductors names. AOSL ranks #9 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NVDA |
Nvidia Corp
|
8,842,786 | $1,769,353,050 | |
| 2 | MU |
Micron Technology Inc
|
655,543 | $756,686,729 | |
| 3 | AVGO |
Broadcom Inc.
|
605,681 | $228,795,997 | |
| 4 | TXN |
Texas Instruments Inc
|
504,890 | $150,492,562 | |
| 5 | CRUS |
Cirrus Logic, Inc.
|
616,244 | $91,530,721 | |
| 6 | AIP |
Arteris, Inc.
|
981,795 | $47,705,419 | |
| 7 | CRDO |
Credo Technology Group Holding Ltd
|
60,353 | $16,412,998 | |
| 8 | SMTC |
Semtech Corp
|
49,936 | $8,082,141 |
All Filings in AOSL
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,616,248 | 160,918 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $7,842,734 | 353,914 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $2,471,317 | 124,751 | Shares | Sole | 2026-02-13 | |
| 2024-12-31 | $2,598,691 | 70,178 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $5,470,856 | 147,383 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $5,571,867 | 149,100 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $4,394,092 | 199,369 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $2,574,154 | 98,778 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $891,261 | 29,868 | Shares | Sole | 2023-11-17 | |
| 2023-06-30 | $638,812 | 19,476 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $524,878 | 19,476 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $556,429 | 19,476 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $599,081 | 19,476 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $649,329 | 19,476 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $1,064,363 | 19,476 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $3,024,669 | 49,945 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $5,183,986 | 165,253 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $5,243,855 | 172,552 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $4,520,251 | 138,234 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $3,642,380 | 154,077 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $2,128,248 | 166,010 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $1,900,757 | 174,702 | Shares | Sole | 2020-08-17 | |
| 2020-03-31 | $1,009,446 | 157,480 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||