Alpha & Omega Semiconductor Ltd: which funds bought and sold

Institutions that bought and sold Alpha & Omega Semiconductor shares in Q2 2026, from the holdings they reported to the SEC on Form 13F for March 31, 2026 and June 30, 2026.

Between March 31, 2026 and June 30, 2026, 121 institutions that filed 13F reports for both quarters added to or opened positions in Alpha & Omega Semiconductor, and 90 cut or closed them. Together they added a net 728K shares, +3.3% on what they held at the start of the quarter. Active managers and hedge funds on our list were net buyers of 233K shares (+4.8%); index fund managers were net buyers of 1.3M shares (+14.1%). 62 opened a new position and 25 sold out entirely.

Bought, Q2 2026 121 institutions, 62 of them new holders Sold, Q2 2026 90 institutions, 25 of them sold out

Net change, all compared +728K shares (+3.3%)

Net change, active managers +233K shares (+4.8%), 19 bought, 20 sold

Buyers versus sellers

institutions compared, 237

121 bought 26 90 sold

Active managers and hedge funds 19 bought · 20 sold · +233K

Index fund managers 6 bought · 3 sold · +1.3M

Other institutions 96 bought · 67 sold · −782K

Biggest buyers

by change in shares held

Biggest buyers
Institution	Change in shares	Shares June 30, 2026	Value
State Street Corp Index funds	+946K +67.5%	2.3M	$111M
Two Sigma Investments, LP Hedge fund	+399K +72.1%	952K	$45M
Blackrock, Inc. Index funds	+352K +9.0%	4.3M	$201M
Connor, Clark & Lunn Investment Management Ltd.	+300K +89.1%	637K	$30.1M
FMR LLC Active manager	+247K +45.3%	792K	$37.5M
Jane Street Group, LLC	+234K New position	234K	$11.1M
Apis Capital Advisors, LLC	+206K New position	206K	$9.8M
Congress Asset Management Co Active manager	+203K New position	203K	$9.6M
T. Rowe Price Investment Management, Inc. Active manager	+154K New position	154K	$7.3M
Panagora Asset Management Inc Active manager	+136K +230.6%	194K	$9.2M
Acadian Asset Management LLC Active manager	+113K +53.8%	324K	$15.3M
Imc-Chicago, LLC	+100K New position	100K	$4.7M
Tudor Investment Corp Et Al Hedge fund	+75K +107.5%	144K	$6.8M
Millennium Management LLC Hedge fund	+70K +35.3%	268K	$12.7M
Susquehanna International Group, LLP	+55K +131.3%	97K	$4.6M
Citigroup Inc	+54K +802.6%	61K	$2.9M
Geode Capital Management, LLC Index funds	+30K +4.8%	659K	$31.2M
Healthcare Of Ontario Pension Plan Trust Fund	+29K New position	29K	$1.4M
New Age Alpha Advisors, LLC	+25K New position	25K	$1.2M
Russell Investments Group, Ltd.	+22K +63.9%	56K	$2.6M

Biggest buyers, active managers and hedge funds
Institution	Change in shares	Shares June 30, 2026	Value
Two Sigma Investments, LP Hedge fund	+399K +72.1%	952K	$45M
FMR LLC Active manager	+247K +45.3%	792K	$37.5M
Congress Asset Management Co Active manager	+203K New position	203K	$9.6M
T. Rowe Price Investment Management, Inc. Active manager	+154K New position	154K	$7.3M
Panagora Asset Management Inc Active manager	+136K +230.6%	194K	$9.2M
Acadian Asset Management LLC Active manager	+113K +53.8%	324K	$15.3M
Tudor Investment Corp Et Al Hedge fund	+75K +107.5%	144K	$6.8M
Millennium Management LLC Hedge fund	+70K +35.3%	268K	$12.7M
Alliancebernstein L.P. Active manager	+13K +64.4%	34K	$746,748
Bridgeway Capital Management, LLC Active manager	+9,206 +6.6%	150K	$7.1M

Biggest sellers

by change in shares held

Biggest sellers
Institution	Change in shares	Shares June 30, 2026	Value
Wellington Management Group LLP Active manager	−282K −40.6%	413K	$19.5M
Jpmorgan Chase & Co	−234K −68.2%	110K	$5M
Dimensional Fund Advisors LP	−229K −14.6%	1.3M	$63.2M
Royce & Associates LP Active manager	−209K −40.4%	309K	$14.6M
Manufacturers Life Insurance Company, The	−199K −12.7%	1.4M	$65.1M
Jacobs Levy Equity Management, Inc Active manager	−193K −54.5%	161K	$7.6M
Invesco Ltd.	−168K −44.7%	208K	$9.8M
Gagnon Securities LLC	−168K Sold out	0	—
Peregrine Capital Management LLC	−162K Sold out	0	—
Uniplan Investment Counsel, Inc.	−150K Sold out	0	—
Point72 Asset Management, L.P. Hedge fund	−129K Sold out	0	—
Gagnon Advisors, LLC	−120K Sold out	0	—
State Of Wisconsin Investment Board	−79K Sold out	0	—
Sei Investments Co	−75K −89.3%	8,964	$424,260
SG Americas Securities, LLC	−68K −94.0%	4,378	$207,000
Susquehanna Portfolio Strategies, LLC	−67K Sold out	0	—
Algert Global LLC Hedge fund	−66K −55.0%	54K	$2.6M
Numerai Gp LLC	−65K −66.4%	33K	$1.6M
AQR Capital Management LLC Hedge fund	−58K −41.1%	83K	$3.9M
Vanguard Portfolio Management LLC Index funds	−57K −4.9%	1.1M	$52.6M

Biggest sellers, active managers and hedge funds
Institution	Change in shares	Shares June 30, 2026	Value
Wellington Management Group LLP Active manager	−282K −40.6%	413K	$19.5M
Royce & Associates LP Active manager	−209K −40.4%	309K	$14.6M
Jacobs Levy Equity Management, Inc Active manager	−193K −54.5%	161K	$7.6M
Point72 Asset Management, L.P. Hedge fund	−129K Sold out	0	—
Algert Global LLC Hedge fund	−66K −55.0%	54K	$2.6M
AQR Capital Management LLC Hedge fund	−58K −41.1%	83K	$3.9M
Trexquant Investment LP Hedge fund	−57K −32.5%	117K	$5.6M
Engineers Gate Manager LP Hedge fund	−51K −80.6%	12K	$579,793
First Eagle Investment Management, LLC Active manager	−40K Sold out	0	—
Winton Group Ltd Hedge fund	−26K −42.7%	35K	$1.7M

New positions

largest by value

Institution	Shares	Value June 30, 2026
Jane Street Group, LLC	234K	$11.1M
Apis Capital Advisors, LLC	206K	$9.8M
Congress Asset Management CoActive manager	203K	$9.6M
T. Rowe Price Investment Management, Inc.Active manager	154K	$7.3M
Imc-Chicago, LLC	100K	$4.7M
Healthcare Of Ontario Pension Plan Trust Fund	29K	$1.4M
New Age Alpha Advisors, LLC	25K	$1.2M
Marex Group Ltd	22K	$1M
Dynamic Technology Lab Private Ltd	21K	$1M
Walleye Trading LLC	19K	$898,276

Sold out

largest by value

Institution	Shares	Value March 31, 2026
Gagnon Securities LLC	168K	$3.7M
Peregrine Capital Management LLC	162K	$3.6M
Uniplan Investment Counsel, Inc.	150K	$3.3M
Point72 Asset Management, L.P.Hedge fund	129K	$2.9M
Gagnon Advisors, LLC	120K	$2.7M
State Of Wisconsin Investment Board	79K	$1.7M
Susquehanna Portfolio Strategies, LLC	67K	$1.5M
First Eagle Investment Management, LLCActive manager	40K	$886,400
PDT Partners, LLCHedge fund	25K	$562,310
Drw Securities, LLC	20K	$447,100

Who holds the shares

13F holdings at June 30, 2026

Institutions reporting: 214
Ten largest holders: 63.6%
Index fund managers: 45.2%
Active managers and hedge funds: 22.1%

Buying and selling by type of institution, March 31, 2026 to June 30, 2026
Type	Bought	Sold	New	Sold out	Net change in shares	Net %
Active managers and hedge funds	19	20	6	4	+233K	+4.8%
Index fund managers	6	3	0	0	+1.3M	+14.1%
Other institutions	96	67	56	21	−782K	−9.5%

Active managers and hedge funds: a list we maintain of about 400 well-known stock-picking firms and hedge funds, matched by SEC registration number (CIK) and checked against the filer names each quarter. Index fund managers: the large index houses, such as BlackRock, Vanguard, State Street, Geode and Northern Trust. Every other filer (banks, brokers, wealth managers, pension funds, insurers and firms not on the list) counts as another institution. A firm that files under several SEC registrations appears once for each.

What these filings can and cannot tell you

Form 13F lists the long positions in US-listed shares held by investment managers with more than $100 million in such holdings. Managers file it up to 45 days after each quarter ends, so this page shows what funds held at the end of each quarter, not what they are doing now: a position may have changed since. Short positions, most derivatives and smaller managers are not included, and a cut can mean a fund lost clients or rebalanced rather than a view on Alpha & Omega Semiconductor.

Only managers that filed a holdings report for both quarters are compared (237 here). 6 other holders are left out: first-time or late filers, firms that changed their SEC registration, and filings that withheld positions under confidential treatment, any of which would otherwise look like a new position or a sale. Figures are as reported by each manager in the SEC's quarterly 13F data sets; option positions are excluded.

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