Position in ON
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$70,057,354
+$11,143,819 QoQ
Shares Held
741,034
-22.1% QoQ
Ownership
0.190%
of shares outstanding
% of Portfolio
0.24%
of 13F equity value
Holder Rank
#70
of 993 holders
Holding Since
Sep 2025
4 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, 2026Orbis Allan Gray Ltd holds $806,941,969 across 5 Semiconductors names. ON ranks #3 (8.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NVDA |
Nvidia Corp
|
2,450,522 | $490,324,946 | |
| 2 | SYNA |
SYNAPTICS Inc
|
1,422,657 | $176,736,678 | |
| 3 | ON |
On Semiconductor Corp
This page
|
741,034 | $70,057,354 | |
| 4 | MRVL |
Marvell Technology, Inc.
|
229,717 | $68,430,397 | |
| 5 | TSM |
Taiwan Semiconductor Manufacturing Co Ltd
|
2,916 | $1,392,594 |
All Filings in ON
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $70,057,354 | 741,034 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $58,913,535 | 951,446 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $45,799,040 | 845,781 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $22,835,805 | 463,107 | Shares | Defined | 2025-11-14 | |
| No filing history on record for this holder in this stock. | ||||||