Position in ON
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$5,935,126
-$13,296,415 QoQ
Shares Held
62,779
-83.9% QoQ
Ownership
0.016%
of shares outstanding
% of Portfolio
1.08%
of 13F equity value
Holder Rank
#264
of 991 holders
Holding Since
Mar 2020
14 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, 2026TWINBEECH CAPITAL LP holds $28,155,815 across 10 Semiconductors names. ON ranks #1 (21.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ON |
On Semiconductor Corp
This page
|
62,779 | $5,935,126 | |
| 2 | ADI |
Analog Devices Inc
|
13,696 | $5,439,640 | |
| 3 | MPWR |
Monolithic Power Systems, Inc.
|
3,934 | $5,438,204 | |
| 4 | MTSI |
MACOM Technology Solutions Holdings, Inc.
|
10,436 | $3,969,541 | |
| 5 | QCOM |
Qualcomm Inc/De
|
12,393 | $2,290,102 | |
| 6 | CRUS |
Cirrus Logic, Inc.
|
13,127 | $1,949,753 | |
| 7 | RMBS |
Rambus Inc
|
14,307 | $1,899,111 | |
| 8 | GFS |
GLOBALFOUNDRIES Inc.
|
9,284 | $765,094 |
All Filings in ON
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14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,935,126 | 62,779 | Shares | Sole | 2026-08-14 | |
| 2025-09-30 | $19,231,541 | 390,013 | Shares | Sole | 2025-11-14 | |
| 2024-12-31 | $291,291 | 4,620 | Shares | Sole | 2025-02-14 | |
| 2024-06-30 | $47,294,907 | 689,933 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $60,483,180 | 822,341 | Shares | Sole | 2024-05-15 | |
| 2023-06-30 | $17,087,957 | 180,672 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $22,900,353 | 278,187 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $37,271,314 | 597,584 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $838,338 | 13,450 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $3,338,269 | 66,354 | Shares | Sole | 2022-08-15 | |
| 2021-06-30 | $816,167 | 21,321 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $2,561,761 | 61,566 | Shares | Sole | 2021-05-17 | |
| 2020-06-30 | $1,416,000 | 71,443 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $1,463,964 | 117,682 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||