Position in ON
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$25,998
+$8,351 QoQ
Shares Held
275
-3.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#821
of 994 holders
Holding Since
Mar 2021
16 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, 2026Morse Asset Management, Inc holds $125,957,194 across 14 Semiconductors names. ON ranks #11 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NVDA |
Nvidia Corp
|
193,754 | $38,768,237 | |
| 2 | MU |
Micron Technology Inc
|
26,154 | $30,189,300 | |
| 3 | AVGO |
Broadcom Inc.
|
66,343 | $25,061,068 | |
| 4 | TSM |
Taiwan Semiconductor Manufacturing Co Ltd
|
27,670 | $13,214,361 | |
| 5 | AMD |
Advanced Micro Devices Inc
|
19,984 | $11,608,905 | |
| 6 | ALAB |
Astera Labs, Inc.
|
10,125 | $4,890,577 | |
| 7 | ARM |
Arm Holdings PLC /Uk
|
3,162 | $1,121,150 | |
| 8 | NXPI |
NXP Semiconductors N.V.
|
3,510 | $986,415 |
All Filings in ON
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $25,998 | 275 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $17,647 | 285 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $9,205 | 170 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $695,813 | 14,111 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $728,551 | 13,901 | Shares | Sole | 2025-08-15 | |
| 2023-12-31 | $217,178 | 2,600 | Shares | Sole | 2024-02-15 | |
| 2023-09-30 | $4,103,184 | 44,144 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $4,190,366 | 44,305 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $3,426,981 | 41,630 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $2,729,311 | 43,760 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $2,813,887 | 45,145 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $2,275,018 | 45,220 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $2,194,167 | 35,045 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $1,411,038 | 20,775 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $927,986 | 20,275 | Shares | Sole | 2021-11-09 | |
| 2021-03-31 | $241,338 | 5,800 | Shares | Sole | 2021-05-13 | |
| No filing history on record for this holder in this stock. | ||||||