Position in ON
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$7,781,020
+$1,380,102 QoQ
Shares Held
82,304
-20.4% QoQ
Ownership
0.021%
of shares outstanding
% of Portfolio
0.30%
of 13F equity value
Holder Rank
#238
of 994 holders
Holding Since
Dec 2022
9 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in ON Over Time
Shares Held
Position Value (USD)
Derivatives in ON
reported options exposure · as of Jun 30, 2026CallValue
$0
CallShares
0
PutValue
$1,890,800
PutShares
20,000
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Semiconductors
Technology · as of Jun 30, 2026J. Goldman & Co LP holds $103,402,434 across 20 Semiconductors names. ON ranks #6 (7.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TXN |
Texas Instruments Inc
|
62,253 | $18,555,751 | |
| 2 | AVGO |
Broadcom Inc.
|
40,652 | $15,356,293 | |
| 3 | QCOM |
Qualcomm Inc/De
|
50,355 | $9,305,100 | |
| 4 | NVDA |
Nvidia Corp
|
42,748 | $8,553,447 | |
| 5 | AMD |
Advanced Micro Devices Inc
|
13,731 | $7,976,475 | |
| 6 | ON |
On Semiconductor Corp
This page
|
82,304 | $7,781,020 | |
| 7 | NXPI |
NXP Semiconductors N.V.
|
24,511 | $6,888,326 | |
| 8 | INTC |
Intel Corp
|
45,811 | $6,396,589 |
All Filings in ON
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,890,800 | 20,000 | Put | Sole | 2026-08-14 | |
| 2026-06-30 | $7,781,020 | 82,304 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $6,400,918 | 103,374 | Shares | Sole | 2026-05-15 | |
| 2026-03-31 | $464,400 | 7,500 | Call | Sole | 2026-05-15 | |
| 2026-03-31 | $1,702,800 | 27,500 | Put | Sole | 2026-05-15 | |
| 2025-12-31 | $1,083,000 | 20,000 | Put | Sole | 2026-02-17 | |
| 2025-06-30 | $1,493,685 | 28,500 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $3,069,124 | 75,427 | Shares | Sole | 2025-05-15 | |
| 2024-09-30 | $4,880,916 | 67,221 | Shares | Sole | 2024-11-14 | |
| 2023-06-30 | $3,193,399 | 33,764 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $12,853,362 | 156,139 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $13,234,664 | 212,196 | Shares | Sole | 2023-02-14 | |
| No filing history on record for this holder in this stock. | ||||||