Position in ON
as of Dec 31, 2025
· filed Feb 17, 2026
Position Value
$178,494,699
+$51,220,658 QoQ
Shares Held
3,296,301
+27.7% QoQ
Ownership
0.841%
of shares outstanding
% of Portfolio
0.35%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2020
12 quarters on record
Voting authority
Sole 96.22607280099724.ToString("F0")%
Shared 0.ToString("F0")%
None 3.7739271990027605.ToString("F0")%
Common Shares in ON Over Time
Shares Held
Position Value (USD)
Position in Semiconductors
Technology · as of Dec 31, 2025TWO SIGMA ADVISERS, LP holds $4,561,830,093 across 43 Semiconductors names. ON ranks #6 (3.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NVDA |
Nvidia Corp
|
8,951,900 | $1,669,529,350 | |
| 2 | MU |
Micron Technology Inc
|
2,331,800 | $665,519,038 | |
| 3 | AMD |
Advanced Micro Devices Inc
|
2,900,140 | $621,093,982 | |
| 4 | TSM |
Taiwan Semiconductor Manufacturing Co Ltd
|
1,662,600 | $505,247,514 | |
| 5 | INTC |
Intel Corp
|
5,212,150 | $192,328,335 | |
| 6 | ON |
On Semiconductor Corp
This page
|
3,296,301 | $178,494,699 | |
| 7 | AVGO |
Broadcom Inc.
|
463,850 | $160,538,485 | |
| 8 | TXN |
Texas Instruments Inc
|
742,500 | $128,816,325 |
All Filings in ON
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2025-12-31 | $178,494,699 | 3,296,301 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $127,274,041 | 2,581,100 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $92,283,528 | 1,760,800 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $390,624 | 9,600 | Shares | Sole | 2025-05-15 | |
| 2023-12-31 | $225,531 | 2,700 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $1,161,875 | 12,500 | Shares | Sole | 2023-11-14 | |
| 2022-12-31 | $1,559,250 | 25,000 | Shares | Sole | 2023-02-14 | |
| 2021-12-31 | $23,935,008 | 352,400 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $40,886,341 | 893,300 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $3,081,540 | 80,500 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $332,880 | 8,000 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $5,861,943 | 179,100 | Shares | Sole | 2021-02-16 | |
| No filing history on record for this holder in this stock. | ||||||