Position in ON
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$754,334
+$547,399 QoQ
Shares Held
7,979
+140.3% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#532
of 993 holders
Holding Since
Jun 2020
5 quarters on record
Common Shares in ON Over Time
Shares Held
Position Value (USD)
Position in Semiconductors
Technology · as of Jun 30, 2026MAVERICK CAPITAL LTD holds $2,569,058,768 across 31 Semiconductors names. ON ranks #18 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NVDA |
Nvidia Corp
|
3,056,784 | $611,631,910 | |
| 2 | AMD |
Advanced Micro Devices Inc
|
976,326 | $567,157,536 | |
| 3 | ALAB |
Astera Labs, Inc.
|
1,067,215 | $515,486,189 | |
| 4 | INTC |
Intel Corp
|
3,668,855 | $512,282,223 | |
| 5 | TSM |
Taiwan Semiconductor Manufacturing Co Ltd
|
711,757 | $339,913,790 | |
| 6 | AVGO |
Broadcom Inc.
|
5,734 | $2,166,018 | |
| 7 | MU |
Micron Technology Inc
|
1,673 | $1,931,127 | |
| 8 | ARM |
Arm Holdings PLC /Uk
|
3,813 | $1,351,975 |
All Filings in ON
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $754,334 | 7,979 | Shares | Sole | 2026-08-14 | |
| 2022-09-30 | $206,935 | 3,320 | Shares | Sole | 2022-11-14 | |
| 2021-12-31 | $135,840 | 2,000 | Shares | Sole | 2022-02-14 | |
| 2021-06-30 | $209,161 | 5,464 | Shares | Sole | 2021-08-18 | |
| 2020-06-30 | $401,295 | 20,247 | Shares | Sole | 2020-08-14 | |
| No filing history on record for this holder in this stock. | ||||||