Sector: aisemi
Conviction from: NASDAQS&PCitrini
52-week range: 44.56134.92
onsemi (ON Semiconductor) designs and manufactures power-management, analog, and sensing semiconductors, with a focus on automotive and industrial applications including electric vehicles and renewable energy.
7 tracked filer(s) hold this · 2 opened, 3 added, 1 trimmed in 30-JUN-2026
Aggregate 13FScore 57 — mean of 7 scored holder(s) · buyers (new/add) avg 60. Higher = the smart money in this name has the better track record.
| Filer | 13FScore | This quarter | Shares | Value | % of their book |
|---|
| George Soros / Soros Fund Mgmt | 33 | New buy | 228,022 | $21,557,200 | 0.3% |
| Howard Marks / Oaktree | 71 | New buy | 1,250,000 | $1,509,375 | 0.0% |
| Steve Cohen / Point72 | 76 | Added +2628% | 1,737,482 | $164,261,548 | 0.2% |
| Paul Tudor Jones / Tudor | 63 | Added +420% | 558,016 | $52,754,833 | 0.1% |
| Bridgewater | 56 | Added +192% | 58,377 | $5,518,962 | 0.0% |
| Paul Tudor Jones / Tudor | 63 | Holds (flat) | 1,500,000 | $1,819,350 | 0.0% |
| Ancora | 40 | Trimmed -14% | 514 | $48,594 | 0.0% |
Beyond 13F — activists, insiders, politicians & research
10 disclosed trade(s) by 1 filer(s).
| Trade date | Who | Type | Amount | |
|---|
| 2026-07-01 | Trump, Donald J President | BUY | $1,001 - $15,000 | PTR |
| 2026-07-01 | Trump, Donald J President | SELL | $100,001 - $250,000 | PTR |
| 2026-07-01 | Trump, Donald J President | BUY | $1,001 - $15,000 | PTR |
| 2026-05-14 | Trump, Donald J President | BUY | $15,001 - $50,000 | PTR |
| 2026-05-14 | Trump, Donald J President | BUY | $15,004 - $50,000 | PTR |
| 2026-05-14 | Trump, Donald J President | BUY | $50,004 - $100,000 | PTR |
| 2026-05-14 | Trump, Donald J President | BUY | $1,001 - $15,000 | PTR |
| 2026-05-14 | Trump, Donald J President | BUY | $50,001 - $100,000 | PTR |
| 2026-05-14 | Trump, Donald J President | BUY | $15,001 - $50,000 | PTR |
| 2026-05-14 | Trump, Donald J President | BUY | $15,001 - $50,000 | PTR |
| Report | Date | Stance |
|---|
| #123 — Semis Memo: Supply Chain Inheritance | 2026-05-01 | LONG |
| #101 — Robotics Update: Teradyne's Vulcan Win, China Supply-Chain Tour, and Basket Winners | 2025-07-10 | LONG |
| #96 — Thematic Primer: Humanoid Robots (Optimus, Unitree and More) | 2025-05-16 | LONG |