AOSL
Alpha and Omega Semiconductor Limited · Technology · Semiconductors
Todas las cifras de propiedad: únicamente gestores 13F seguidos, posiciones en acciones ordinarias, período de referencia Q2 2024
| Trimestre | Titulares | Δ | Acciones | Valor declarado | Nuevo | Cierres |
|---|---|---|---|---|---|---|
| Q2 2026 | 74 | +6 | 18.11M | $856.20M | +10 | −5 |
| Q1 2026 | 72 | +1 | 16.75M | $370.74M | +6 | −5 |
| Q4 2025 | 71 | +1 | 18.69M | $370.32M | +3 | −2 |
| Q3 2025 | 15 | 0 | 11.36M | $317.59M | +1 | −1 |
| Q2 2025 | 12 | +1 | 10.15M | $260.36M | +1 | — |
| Q1 2025 | 8 | 0 | 3.00M | $74.59M | +2 | −2 |
| Q4 2024 | 8 | -2 | 3.02M | $111.87M | — | −2 |
| Q3 2024 | 9 | -1 | 1.77M | $65.68M | +1 | −2 |
| Q2 2024 | 10 | — | 2.04M | $76.25M | — | — |
| # | Gestor | Acciones | Δ acciones | Valor | Su ponderación | Mantenida | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Wellington Management ✦ | 810.43K | — | $30.29M | 0.0% | n/c | 1 | SEC ↗ |
| 2 | Wellington Management ✦ | 810.43K | — | $30.29M | 0.0% | n/c | 1 | SEC ↗ |
| 3 | Wellington Management ✦ | 810.43K | — | $30.29M | 0.0% | n/c | 1 | SEC ↗ |
| 4 | Geode Capital Management ✦ (pasivo) | 547.42K | — | $20.46M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | Geode Capital Management ✦ (pasivo) | 547.42K | — | $20.46M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | Point72 Asset Management ✦ | 224.48K | — | $8.39M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | Millennium Management ✦ | 137.28K | — | $5.13M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | Citadel Advisors ✦ | 108.16K | — | $4.04M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | Renaissance Technologies ✦ | 85.80K | — | $3.21M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | Dodge & Cox ✦ | 50.69K | — | $1.89M | 0.0% | n/c | 1 | SEC ↗ |
| 11 | AQR Capital Management ✦ | 47.86K | — | $1.79M | 0.0% | n/c | 1 | SEC ↗ |
| 12 | AQR Capital Management ✦ | 47.86K | — | $1.79M | 0.0% | n/c | 1 | SEC ↗ |
| 13 | T. Rowe Price ✦ | 22.73K | — | $850,000 | 0.0% | n/c | 1 | SEC ↗ |
| 14 | D. E. Shaw & Co. ✦ | 5.41K | — | $202,321 | 0.0% | n/c | 1 | SEC ↗ |
«Su ponderación» = la participación de la posición en el valor de renta variable 13F declarado por ese gestor — la medida de convicción. ✦ = gestor seleccionado.
Nuevos compradores
| Sin nuevos compradores rastreados este trimestre. |
Posición cerrada
| Sin salidas rastreadas este trimestre. |
Contexto de mercado completo: entre TODOS los filers 13F (datos estructurados SEC, Q1 2026): 178 tenedores, 21.80M acciones, $470.98M declarado. Este es un período diferente y anterior al de las cifras del universo rastreado que figuran arriba, y ambos nunca se mezclan.
Qué otros valores suelen tener también los tenedores rastreados de este activo — recuentos de cotenencia, no relaciones fundamentales.