Which hedge funds own AOSL? ALPHA & OMEGA SEMICONDUCTOR, Q2 2026 13F holders
24 tracked hedge funds disclosed a position in AOSL (ALPHA & OMEGA SEMICONDUCTOR) in their Q2 2026 13F filings, worth $133.5m in total. The largest holder by portfolio weight is Weber Capital Management LLC at 21.7% of its book. 7 opened a new position this quarter: Apis Capital Advisors, LLC, Capelight Capital Asset Management LP, Bayforest Capital Ltd, Entropy Technologies, LP. 5 exited: Gagnon Advisors, LLC, PDT Partners, LLC, Prelude Capital Management, LLC.
- 24
- Holders Tracked managers whose filing for the quarter reports a long equity position in the security.
- 7
- New this quarter Holders whose previous filing (at most two quarters earlier) did not report the security.
- 5
- Exited this quarter Tracked managers whose previous filing reported the security and whose filing for the quarter does not.
- $11.3m
- Inflow, new holders Combined value of the positions the new holders reported for the quarter.
- $6.6m
- Outflow, exits Combined value the exiting managers reported for the security in their previous filing.
- $133m
- Combined value Sum of the holders' reported positions in the security.
- 1.9%
- Share of managers holding Holders as a share of tracked managers filing for that quarter. Comparable across the 2024 coverage expansion, where the raw holder count is not.
Holders, Q2 2026
| Weber Capital Management LLC Hedge fund | 21.7% | −0.7% | reduced |
| Apis Capital Advisors, LLC Hedge fund | 1.0% | – | new |
| Mork Capital Management, LLC Hedge fund | 0.9% | −33% | reduced |
| Arosa Capital Management LP Hedge fund | 0.6% | −50% | reduced |
| Capelight Capital Asset Management LP Hedge fund | 0.4% | – | new |
| Numerai GP LLC Hedge fund | 0.1% | −66% | reduced |
| Bayforest Capital Ltd Hedge fund | 0.1% | – | new |
| Gsa Capital Partners LLP Hedge fund | 0.05% | −69% | reduced |
| Trexquant Investment LP Hedge fund | 0.03% | −33% | reduced |
| Two Sigma Investments, LP Hedge fund | 0.03% | +72% | added |
| Tudor Investment Corp ET AL Hedge fund | 0.03% | +107% | added |
| Y-Intercept (Hong Kong) Ltd Hedge fund | 0.02% | −37% | reduced |
| Entropy Technologies, LP Hedge fund | 0.01% | – | new |
| Brevan Howard Capital Management LP Hedge fund | 0.01% | −14% | reduced |
| Millennium Management LLC Hedge fund | 0.01% | +35% | added |
| D. E. Shaw & Co., Inc. Hedge fund | 0.01% | +1.7% | added |
| Engineers Gate Manager LP Hedge fund | 0.01% | −81% | reduced |
| Jain Global LLC Hedge fund | 0.0% | – | new |
| Quantbot Technologies LP Hedge fund | 0.0% | −87% | reduced |
| AQR Capital Management LLC Hedge fund | 0.0% | −41% | reduced |
| Citadel Advisors LLC Hedge fund | 0.0% | +8.1% | added |
| Quarry LP Hedge fund | 0.0% | – | new |
| Marshall Wace, LLP Hedge fund | 0.0% | −71% | reduced |
| Walleye Capital LLC Hedge fund | 0.0% | – | new |
Exited since the previous filing
| Gagnon Advisors, LLC | 2.0% | $2.7m |
| PDT Partners, LLC | 0.03% | $562k |
| Prelude Capital Management, LLC | 0.02% | $200k |
| Point72 Asset Management, L.P. | 0.0% | $2.9m |
| Verition Fund Management LLC | 0.0% | $350k |
Ownership over time
Who discovered AOSL first? Beta
The run: Q1 2020 → Q4 2021, +845%
| Glaxis Capital Management, LLC | Q1 2021 | – | +0.3 pts |
| 272 Capital LP | Q1 2024 | – | −0.1 pts |
Split-adjusted quarter-end prices, excluding dividends. They describe the stock while each manager held it, not the return it earned.