Position in ON
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$211,675
+$8,991 QoQ
Shares Held
2,239
-86.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#736
of 994 holders
Holding Since
Mar 2020
2 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, 2026L2 Asset Management, LLC holds $68,379,826 across 15 Semiconductors names. ON ranks #15 (0.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NVDA |
Nvidia Corp
|
134,011 | $26,814,260 | |
| 2 | AVGO |
Broadcom Inc.
|
26,729 | $10,096,879 | |
| 3 | QCOM |
Qualcomm Inc/De
|
47,752 | $8,824,092 | |
| 4 | MU |
Micron Technology Inc
|
6,705 | $7,739,514 | |
| 5 | AMD |
Advanced Micro Devices Inc
|
9,511 | $5,525,035 | |
| 6 | INTC |
Intel Corp
|
23,444 | $3,273,485 | |
| 7 | TXN |
Texas Instruments Inc
|
5,204 | $1,551,156 | |
| 8 | MRVL |
Marvell Technology, Inc.
|
4,988 | $1,485,875 |
All Filings in ON
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $211,675 | 2,239 | Shares | Sole | 2026-08-13 | |
| 2020-03-31 | $202,684 | 16,293 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||