Position in ON
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$3,493,725
+$2,691,861 QoQ
Shares Held
36,955
+185.4% QoQ
Ownership
0.009%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#332
of 994 holders
Holding Since
Sep 2021
9 quarters on record
Voting authority
Sole 0%
Shared 100%
None 0%
Common Shares in ON Over Time
Shares Held
Position Value (USD)
Position in Semiconductors
Technology · as of Jun 30, 2026LMR Partners LLP holds $796,224,580 across 32 Semiconductors names. ON ranks #22 (0.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NVDA |
Nvidia Corp
|
772,195 | $154,508,496 | |
| 2 | TSM |
Taiwan Semiconductor Manufacturing Co Ltd
|
214,827 | $102,594,929 | |
| 3 | SLAB |
Silicon Laboratories Inc.
|
379,093 | $82,854,565 | |
| 4 | QRVO |
Qorvo, Inc.
|
659,190 | $61,482,651 | |
| 5 | CRDO |
Credo Technology Group Holding Ltd
|
199,723 | $54,314,669 | |
| 6 | MPWR |
Monolithic Power Systems, Inc.
|
35,757 | $49,429,046 | |
| 7 | MU |
Micron Technology Inc
|
40,806 | $47,101,957 | |
| 8 | INTC |
Intel Corp
|
245,409 | $34,266,457 |
All Filings in ON
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,493,725 | 36,955 | Shares | Other | 2026-08-14 | |
| 2026-03-31 | $801,864 | 12,950 | Shares | Other | 2026-05-15 | |
| 2025-12-31 | $6,937,914 | 128,124 | Shares | Other | 2026-02-17 | |
| 2025-06-30 | $10,482,000 | 200,000 | Shares | Sole | 2025-08-14 | |
| 2024-09-30 | $16,337,250 | 225,000 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $214,835 | 3,134 | Shares | Other | 2024-08-14 | |
| 2022-03-31 | $22,539,600 | 360,000 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $20,376,000 | 300,000 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $18,308,000 | 400,000 | Shares | Sole | 2021-11-15 | |
| No filing history on record for this holder in this stock. | ||||||