Slate Path Capital LP

Position in ON — On Semiconductor Corp

CIK 1559706 New York, NY

Position in ON

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$120,001,796

-$362,899,900 QoQ

Shares Held

1,269,323

-83.7% QoQ

Ownership

0.326%

of shares outstanding

% of Portfolio

1.66%

of 13F equity value

Holder Rank

#50

of 994 holders

Holding Since

Dec 2025

3 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Jun 30, 2026

Slate Path Capital LP holds $874,244,948 across 4 Semiconductors names. ON ranks #4 (13.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	STM	STMicroelectronics N.V.	5,239,714	$392,402,181
2	WOLF	Wolfspeed, Inc.	4,438,156	$214,141,027
3	TXN	Texas Instruments Inc	495,521	$147,699,944
4	ON	On Semiconductor Corp This page	1,269,323	$120,001,796

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$120,001,796	1,269,323	-83.7%	Shares	Sole	2026-08-14
2026-03-31	$482,901,696	7,798,800	-25.6%	Shares	Sole	2026-05-15
2025-12-31	$567,502,830	10,480,200	—	Shares	Sole	2026-02-17
No filing history on record for this holder in this stock.