ACADIAN ASSET MANAGEMENT LLC
Position in AOSL — ALPHA & OMEGA SEMICONDUCTOR Ltd
CIK 916542
Boston, MA
Position in AOSL
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$15,328,577
+$10,660,795 QoQ
Shares Held
323,866
+53.8% QoQ
Ownership
1.08%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#14
of 216 holders
Holding Since
Mar 2020
16 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, 2026ACADIAN ASSET MANAGEMENT LLC holds $9,627,615,709 across 48 Semiconductors names. AOSL ranks #26 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NVDA |
Nvidia Corp
|
19,509,461 | $3,903,648,051 | |
| 2 | MU |
Micron Technology Inc
|
1,134,239 | $1,309,240,735 | |
| 3 | AVGO |
Broadcom Inc.
|
2,802,074 | $1,058,483,453 | |
| 4 | AMD |
Advanced Micro Devices Inc
|
967,628 | $562,104,781 | |
| 5 | SIMO |
Silicon Motion Technology CORP
|
1,315,838 | $438,608,280 | |
| 6 | INTC |
Intel Corp
|
2,932,344 | $409,443,192 | |
| 7 | TXN |
Texas Instruments Inc
|
1,056,916 | $315,034,952 | |
| 8 | ASX |
ASE Technology Holding Co., Ltd.
|
4,916,882 | $221,849,715 |
All Filings in AOSL
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $15,328,577 | 323,866 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $4,667,782 | 210,640 | Shares | Defined | 2026-05-13 | |
| 2025-12-31 | $2,644,694 | 133,503 | Shares | Defined | 2026-02-10 | |
| 2025-09-30 | $1,248,637 | 44,658 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $782,912 | 30,511 | Shares | Defined | 2025-08-07 | |
| 2024-12-31 | $233,696 | 6,311 | Shares | Defined | 2025-02-11 | |
| 2022-06-30 | $2,936,620 | 88,081 | Shares | Defined | 2022-08-09 | |
| 2022-03-31 | $8,346,093 | 152,719 | Shares | Defined | 2022-05-12 | |
| 2021-12-31 | $11,970,834 | 197,669 | Shares | Defined | 2022-02-10 | |
| 2021-09-30 | $7,996,714 | 254,916 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $7,916,382 | 260,493 | Shares | Defined | 2021-08-11 | |
| 2021-03-31 | $7,184,386 | 219,706 | Shares | Defined | 2021-05-11 | |
| 2020-12-31 | $2,566,027 | 108,546 | Shares | Defined | 2021-02-11 | |
| 2020-09-30 | $618,526 | 48,247 | Shares | Defined | 2020-11-09 | |
| 2020-06-30 | $157,390 | 14,466 | Shares | Defined | 2020-08-12 | |
| 2020-03-31 | $207,933 | 32,439 | Shares | Defined | 2020-05-11 | |
| No filing history on record for this holder in this stock. | ||||||