DISCOVERY CAPITAL MANAGEMENT, LLC / CT
Position in ON — On Semiconductor Corp
CIK 1389507
SOUTH NORWALK, CT
Position in ON
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$15,343,842
-$71,920,014 QoQ
Shares Held
162,300
-88.5% QoQ
Ownership
0.042%
of shares outstanding
% of Portfolio
0.64%
of 13F equity value
Holder Rank
#173
of 994 holders
Holding Since
Mar 2026
2 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in ON Over Time
Shares Held
Position Value (USD)
Position in Semiconductors
Technology · as of Jun 30, 2026DISCOVERY CAPITAL MANAGEMENT, LLC / CT holds $64,729,551 across 8 Semiconductors names. ON ranks #2 (23.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WOLF |
Wolfspeed, Inc.
|
548,375 | $26,459,093 | |
| 2 | ON |
On Semiconductor Corp
This page
|
162,300 | $15,343,842 | |
| 3 | MTSI |
MACOM Technology Solutions Holdings, Inc.
|
26,900 | $10,231,953 | |
| 4 | AMD |
Advanced Micro Devices Inc
|
7,817 | $4,540,973 | |
| 5 | MRVL |
Marvell Technology, Inc.
|
11,796 | $3,513,910 | |
| 6 | MU |
Micron Technology Inc
|
1,498 | $1,729,126 | |
| 7 | QCOM |
Qualcomm Inc/De
|
8,593 | $1,587,900 | |
| 8 | RMBS |
Rambus Inc
|
9,965 | $1,322,754 |
All Filings in ON
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $15,343,842 | 162,300 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $87,263,856 | 1,409,300 | Shares | Sole | 2026-05-15 | |
| No filing history on record for this holder in this stock. | ||||||