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Brant Point Investment Management’s ON Semiconductor ON Stock Holding History

Brant Point Investment Management’s Portfolio ON Stock Details ON Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q3 		– Sell
-200,000
Closed -$4.04M – 134
2019
Q2 		$4.04M Buy
+200,000
New +$4.13M 0.39% 57

Other funds holding ON

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
SPC
Slate Path Capital New York $6.73B AUM 95.97% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Brant Point Investment Management's ON Position: Q1 2026 in Review

Brant Point Investment Management increased its ON Semiconductor (ON) stake by 5.4% in Q1 2026, buying an estimated $266K and bringing the position to 83,235 shares worth $5.15M. The position accounts for 0.66% of the portfolio, ranked #36.

Brant Point Investment Management first reported a position in ON in Q2 2013 and has held it in 44 quarters since. The position peaked at $15.6M in Q2 2023. 829 funds tracked by Wall St. Rank hold ON as of Q1 2026.

  • Brant Point Investment Management held 83,235 shares of ON Semiconductor worth $5.15M as of Q1 2026.
  • Brant Point Investment Management bought 4,243 ON Semiconductor shares in Q1 2026, an estimated $266K.
  • ON Semiconductor made up 0.66% of Brant Point Investment Management's portfolio in Q1 2026, its #36 holding.
  • Brant Point Investment Management first reported a position in ON Semiconductor in Q2 2013 and has held it in 44 quarters since.
  • Brant Point Investment Management's ON Semiconductor position peaked at $15.6M in Q2 2023.
  • 829 funds tracked by Wall St. Rank held ON Semiconductor as of Q1 2026.

Based on Brant Point Investment Management's 13F filing for Q1 2026, filed 14 May 2026.