Position in ON
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$19,679,162
+$4,818,672 QoQ
Shares Held
208,157
-13.3% QoQ
Ownership
0.053%
of shares outstanding
% of Portfolio
1.31%
of 13F equity value
Holder Rank
#148
of 993 holders
Holding Since
Dec 2024
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, 2026DDD Partners, LLC holds $142,756,507 across 8 Semiconductors names. ON ranks #6 (13.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AVGO |
Broadcom Inc.
|
80,758 | $30,506,334 | |
| 2 | NVDA |
Nvidia Corp
|
118,084 | $23,627,427 | |
| 3 | TXN |
Texas Instruments Inc
|
76,410 | $22,775,528 | |
| 4 | MU |
Micron Technology Inc
|
19,682 | $22,718,735 | |
| 5 | QCOM |
Qualcomm Inc/De
|
118,071 | $21,818,340 | |
| 6 | ON |
On Semiconductor Corp
This page
|
208,157 | $19,679,162 | |
| 7 | TSM |
Taiwan Semiconductor Manufacturing Co Ltd
|
1,829 | $873,475 | |
| 8 | AMD |
Advanced Micro Devices Inc
|
1,304 | $757,506 |
All Filings in ON
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $19,679,162 | 208,157 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $14,860,490 | 239,995 | Shares | Sole | 2026-04-28 | |
| 2025-03-31 | $14,046,513 | 345,208 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $10,340,767 | 164,009 | Shares | Sole | 2025-01-31 | |
| No filing history on record for this holder in this stock. | ||||||