Position in ON
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$7,198,261
+$4,023,421 QoQ
Shares Held
116,251
+91.9% QoQ
Ownership
0.030%
of shares outstanding
% of Portfolio
0.59%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2025
2 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in ON Over Time
Shares Held
Position Value (USD)
Position in Semiconductors
Technology · as of Mar 31, 2026Delta Global Management LP holds $77,159,470 across 7 Semiconductors names. ON ranks #4 (9.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NVDA |
Nvidia Corp
|
162,899 | $28,409,585 | |
| 2 | GFS |
GLOBALFOUNDRIES Inc.
|
391,855 | $17,429,710 | |
| 3 | AMD |
Advanced Micro Devices Inc
|
85,367 | $17,366,208 | |
| 4 | ON |
On Semiconductor Corp
This page
|
116,251 | $7,198,261 | |
| 5 | MRVL |
Marvell Technology, Inc.
|
27,068 | $2,681,085 | |
| 6 | CRDO |
Credo Technology Group Holding Ltd
|
28,125 | $2,640,093 | |
| 7 | UMC |
United Microelectronics Corp
|
159,747 | $1,434,528 |
All Filings in ON
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $7,198,261 | 116,251 | Shares | Sole | 2026-05-15 | |
| 2025-06-30 | $3,174,840 | 60,577 | Shares | Sole | 2025-08-14 | |
| No filing history on record for this holder in this stock. | ||||||