Position in ON
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$3,781,600
-$279,650 QoQ
Shares Held
40,000
-46.7% QoQ
Ownership
0.010%
of shares outstanding
% of Portfolio
0.61%
of 13F equity value
Holder Rank
#324
of 994 holders
Holding Since
Jun 2023
5 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, 2026Alight Capital Management LP holds $129,017,170 across 12 Semiconductors names. ON ranks #12 (2.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NVDA |
Nvidia Corp
|
150,000 | $30,013,500 | |
| 2 | TSM |
Taiwan Semiconductor Manufacturing Co Ltd
|
50,000 | $23,878,500 | |
| 3 | INTC |
Intel Corp
|
150,000 | $20,944,500 | |
| 4 | TXN |
Texas Instruments Inc
|
30,000 | $8,942,100 | |
| 5 | AVGO |
Broadcom Inc.
|
20,000 | $7,555,000 | |
| 6 | AMD |
Advanced Micro Devices Inc
|
13,000 | $7,551,830 | |
| 7 | STM |
STMicroelectronics N.V.
|
80,000 | $5,991,200 | |
| 8 | MU |
Micron Technology Inc
|
5,000 | $5,771,450 |
All Filings in ON
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,781,600 | 40,000 | Shares | Sole | 2026-08-14 | |
| 2025-12-31 | $4,061,250 | 75,000 | Shares | Sole | 2026-02-17 | |
| 2024-09-30 | $7,261,000 | 100,000 | Shares | Sole | 2024-11-14 | |
| 2023-09-30 | $1,859,000 | 20,000 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $3,310,300 | 35,000 | Shares | Sole | 2023-08-14 | |
| No filing history on record for this holder in this stock. | ||||||