Kerrisdale Advisers, LLC

Position in ON — On Semiconductor Corp

CIK 1569688 Miami, FL

Position in ON

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

Position Value

$1,379,811

-$924,232 QoQ

Shares Held

14,595

-60.8% QoQ

Ownership

0.004%

of shares outstanding

% of Portfolio

0.35%

of 13F equity value

Holder Rank

#446

of 994 holders

Holding Since

Mar 2025

6 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Jun 30, 2026

Kerrisdale Advisers, LLC holds $11,421,171 across 3 Semiconductors names. ON ranks #3 (12.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SWKS	Skyworks Solutions, Inc.	123,340	$8,362,452
2	MRVL	Marvell Technology, Inc.	5,636	$1,678,908
3	ON	On Semiconductor Corp This page	14,595	$1,379,811

6 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,379,811	14,595	-60.8%	Shares	Sole	2026-08-14
2026-03-31	$2,304,043	37,210	0.0%	Shares	Sole	2026-05-15
2025-12-31	$2,014,921	37,210	0.0%	Shares	Sole	2026-02-17
2025-09-30	$1,834,825	37,210	+69.5%	Shares	Sole	2025-11-14
2025-06-30	$1,150,661	21,955	+36.5%	Shares	Sole	2025-08-14
2025-03-31	$654,702	16,090	—	Shares	Sole	2025-05-15
No filing history on record for this holder in this stock.