Position in ON
as of Jun 30, 2026
· filed Aug 18, 2026
Position Value
$25,809
-$957,191 QoQ
Shares Held
273
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#821
of 993 holders
Holding Since
Mar 2022
2 quarters on record
Common Shares in ON Over Time
Shares Held
Position Value (USD)
Position in Semiconductors
Technology · as of Jun 30, 2026Fulcrum Asset Management LLP holds $113,265,475 across 22 Semiconductors names. ON ranks #20 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NVDA |
Nvidia Corp
|
232,336 | $46,488,110 | |
| 2 | MU |
Micron Technology Inc
|
20,696 | $23,889,185 | |
| 3 | AVGO |
Broadcom Inc.
|
42,754 | $16,150,323 | |
| 4 | AMD |
Advanced Micro Devices Inc
|
11,489 | $6,674,074 | |
| 5 | TSM |
Taiwan Semiconductor Manufacturing Co Ltd
|
12,902 | $6,161,608 | |
| 6 | INTC |
Intel Corp
|
28,250 | $3,944,547 | |
| 7 | TXN |
Texas Instruments Inc
|
5,967 | $1,778,583 | |
| 8 | MRVL |
Marvell Technology, Inc.
|
5,174 | $1,541,282 |
All Filings in ON
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $25,809 | 273 | Shares | Sole | 2026-08-18 | |
| 2022-03-31 | $983,000 | 0 | Principal | Sole | 2022-05-10 | |
| No filing history on record for this holder in this stock. | ||||||