AOSL
Alpha and Omega Semiconductor Limited · Technology · Semiconductors
Données momentum (gérants comparables) : étendue des détenteurs 0.0% · flux d'actions +2.4% · nouvelles positions nettes 0.0% — formule
Toutes les données de détention : gérants 13F suivis uniquement, positions en actions ordinaires, période de référence Q3 2025
| Trimestre | Détenteurs | Δ | Actions | Valeur déclarée | Nouveau | Sorties |
|---|---|---|---|---|---|---|
| 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 | — | — |
| # | Gérant | Actions | Δ actions | Valeur | Leur poids | Détenu | ||
|---|---|---|---|---|---|---|---|---|
| 1 | BlackRock ✦ (passif) | 3.85M | -0.3% | $107.51M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 2 | BlackRock ✦ (passif) | 3.85M | -0.3% | $107.51M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 3 | BlackRock ✦ (passif) | 3.85M | -0.3% | $107.51M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 4 | BlackRock ✦ (passif) | 3.85M | -0.3% | $107.51M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 5 | BlackRock ✦ (passif) | 3.85M | -0.3% | $107.51M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 6 | BlackRock ✦ (passif) | 3.85M | -0.3% | $107.51M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 7 | BlackRock ✦ (passif) | 3.85M | -0.3% | $107.51M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 8 | BlackRock ✦ (passif) | 3.85M | -0.3% | $107.51M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 9 | BlackRock ✦ (passif) | 3.85M | -0.3% | $107.51M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 10 | BlackRock ✦ (passif) | 3.85M | -0.3% | $107.51M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 11 | BlackRock ✦ (passif) | 3.85M | -0.3% | $107.51M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 12 | The Vanguard Group ✦ (passif) | 2.45M | +1.4% | $68.61M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 13 | The Vanguard Group ✦ (passif) | 2.45M | +1.4% | $68.61M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 14 | The Vanguard Group ✦ (passif) | 2.45M | +1.4% | $68.61M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 15 | The Vanguard Group ✦ (passif) | 2.45M | +1.4% | $68.61M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 16 | The Vanguard Group ✦ (passif) | 2.45M | +1.4% | $68.61M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 17 | State Street Global Advisors ✦ (passif) | 1.21M | -5.2% | $33.89M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 18 | Wellington Management ✦ | 864.97K | +15.0% | $24.18M | 0.0% | ▲ Add | 6 | SEC ↗ |
| 19 | Wellington Management ✦ | 864.97K | +15.0% | $24.18M | 0.0% | ▲ Add | 6 | SEC ↗ |
| 20 | Wellington Management ✦ | 864.97K | +15.0% | $24.18M | 0.0% | ▲ Add | 6 | SEC ↗ |
| 21 | Millennium Management ✦ | 637.88K | +57.5% | $17.84M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 22 | Geode Capital Management ✦ (passif) | 607.48K | +1.0% | $16.99M | 0.0% | ▲ Add | 6 | SEC ↗ |
| 23 | Geode Capital Management ✦ (passif) | 607.48K | +1.0% | $16.99M | 0.0% | ▲ Add | 6 | SEC ↗ |
| 24 | Fidelity (FMR) ✦ | 515.04K | +0.1% | $14.40M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 25 | Fidelity (FMR) ✦ | 515.04K | +0.1% | $14.40M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 26 | Goldman Sachs Group ✦ | 370.35K | — | $10.35M | 0.0% | n/c | 1 | SEC ↗ |
| 27 | Goldman Sachs Group ✦ | 370.35K | — | $10.35M | 0.0% | n/c | 1 | SEC ↗ |
| 28 | JPMorgan Chase ✦ | 317.69K | — | $8.88M | 0.0% | n/c | 1 | SEC ↗ |
| 29 | JPMorgan Chase ✦ | 317.69K | — | $8.88M | 0.0% | n/c | 1 | SEC ↗ |
| 30 | JPMorgan Chase ✦ | 317.69K | — | $8.88M | 0.0% | n/c | 1 | SEC ↗ |
| 31 | JPMorgan Chase ✦ | 317.69K | — | $8.88M | 0.0% | n/c | 1 | SEC ↗ |
| 32 | JPMorgan Chase ✦ | 317.69K | — | $8.88M | 0.0% | n/c | 1 | SEC ↗ |
| 33 | JPMorgan Chase ✦ | 317.69K | — | $8.88M | 0.0% | n/c | 1 | SEC ↗ |
| 34 | Morgan Stanley ✦ | 262.82K | — | $7.35M | 0.0% | n/c | 1 | SEC ↗ |
| 35 | Morgan Stanley ✦ | 262.82K | — | $7.35M | 0.0% | n/c | 1 | SEC ↗ |
| 36 | Morgan Stanley ✦ | 262.82K | — | $7.35M | 0.0% | n/c | 1 | SEC ↗ |
| 37 | Morgan Stanley ✦ | 262.82K | — | $7.35M | 0.0% | n/c | 1 | SEC ↗ |
| 38 | Morgan Stanley ✦ | 262.82K | — | $7.35M | 0.0% | n/c | 1 | SEC ↗ |
| 39 | Morgan Stanley ✦ | 262.82K | — | $7.35M | 0.0% | n/c | 1 | SEC ↗ |
| 40 | Morgan Stanley ✦ | 262.82K | — | $7.35M | 0.0% | n/c | 1 | SEC ↗ |
| 41 | Morgan Stanley ✦ | 262.82K | — | $7.35M | 0.0% | n/c | 1 | SEC ↗ |
| 42 | Two Sigma Investments ✦ | 162.32K | -17.6% | $4.54M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 43 | AQR Capital Management ✦ | 60.10K | +1.0% | $1.68M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 44 | AQR Capital Management ✦ | 60.10K | +1.0% | $1.68M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 45 | AQR Capital Management ✦ | 60.10K | +1.0% | $1.68M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 46 | AQR Capital Management ✦ | 60.10K | +1.0% | $1.68M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 47 | AQR Capital Management ✦ | 60.10K | +1.0% | $1.68M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 48 | T. Rowe Price ✦ | 26.64K | +3.2% | $745,000 | 0.0% | ▲ Add | 6 | SEC ↗ |
| 49 | Marshall Wace ✦ | 12.22K | Nouveau | $341,615 | 0.0% | New | 1 | SEC ↗ |
| 50 | Marshall Wace ✦ | 12.22K | Nouveau | $341,615 | 0.0% | New | 1 | SEC ↗ |
| 51 | Gotham Asset Management ✦ | 9.98K | -27.8% | $278,985 | 0.0% | ▼ Trim | 3 | SEC ↗ |
« Leur pondération » = la part de la position dans la valeur des actions 13F déclarées de ce gérant — la mesure de conviction. ✦ = gérant sélectionné.
Nouveaux acheteurs
| Marshall Wace | $341,615 | 0.0% |
| Marshall Wace | $341,615 | 0.0% |
Sorti(e)
| Citadel Advisors | $525,337 | était 0.0% |
Contexte marché global: parmi TOUS les déposants 13F (données structurées SEC, Q1 2026): 178 détenteurs, 21.80M actions, $470.98M déclaré. Il s'agit d'une période différente et plus ancienne que les chiffres de l'univers suivi ci-dessus ; les deux ne sont jamais mélangés.
Ce que les détenteurs suivis de ce titre détiennent le plus souvent par ailleurs — nombre de détentions partagées, sans relation fondamentale sous-jacente.