Position in ON
as of Mar 31, 2026
· filed Apr 27, 2026
Position Value
$4,208,021
+$311,442 QoQ
Shares Held
67,959
-5.6% QoQ
Ownership
0.017%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2022
13 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, 2026LBP AM SA holds $1,949,145,231 across 15 Semiconductors names.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NVDA |
Nvidia Corp
|
3,096,627 | $619,604,095 | |
| 2 | AVGO |
Broadcom Inc.
|
650,117 | $245,581,696 | |
| 3 | AMD |
Advanced Micro Devices Inc
|
417,746 | $242,672,828 | |
| 4 | TSM |
Taiwan Semiconductor Manufacturing Co Ltd
|
463,710 | $221,453,984 | |
| 5 | INTC |
Intel Corp
|
1,400,812 | $195,595,379 | |
| 6 | MU |
Micron Technology Inc
|
128,696 | $148,552,505 | |
| 7 | MRVL |
Marvell Technology, Inc.
|
339,453 | $101,119,653 | |
| 8 | ARM |
Arm Holdings PLC /Uk
|
102,949 | $36,502,626 |
All Filings in ON
Export CSV
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $4,208,021 | 67,959 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $3,896,579 | 71,959 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $4,633,118 | 93,959 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $4,924,391 | 93,959 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $3,537,018 | 86,926 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $2,290,858 | 36,334 | Shares | Sole | 2025-02-10 | |
| 2024-06-30 | $2,182,632 | 31,840 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $2,205,764 | 29,990 | Shares | Sole | 2024-05-16 | |
| 2023-12-31 | $517,217 | 6,192 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $2,611,058 | 28,091 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $1,743,771 | 18,437 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $5,742,066 | 69,753 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $4,477,604 | 71,791 | Shares | Sole | 2023-05-15 | |
| No filing history on record for this holder in this stock. | ||||||