Position in ON
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$45,687,494
-$29,808,342 QoQ
Shares Held
483,261
-60.4% QoQ
Ownership
0.124%
of shares outstanding
% of Portfolio
0.85%
of 13F equity value
Holder Rank
#89
of 993 holders
Holding Since
Jun 2025
3 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in ON Over Time
Shares Held
Position Value (USD)
Position in Semiconductors
Technology · as of Jun 30, 2026Junto Capital Management LP holds $84,224,236 across 2 Semiconductors names. ON ranks #1 (54.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ON |
On Semiconductor Corp
This page
|
483,261 | $45,687,494 | |
| 2 | MCHP |
Microchip Technology Inc
|
422,552 | $38,536,742 |
All Filings in ON
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $45,687,494 | 483,261 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $75,495,836 | 1,219,248 | Shares | Sole | 2026-05-15 | |
| 2025-06-30 | $45,394,502 | 866,142 | Shares | Sole | 2025-08-14 | |
| No filing history on record for this holder in this stock. | ||||||