David Greenspan’s ON Semiconductor ON Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$120M Sell
1,269,323
-6,529,477
-84% -$669M 1.66% 25
2026
Q1
$483M Sell
7,798,800
-2,681,400
-26% -$168M 7.17% 3
2025
Q4
$568M Buy
+10,480,200
New +$538M 7.65% 2

Other funds holding ON

David Greenspan's ON Position: Q2 2026 in Review

David Greenspan reduced its ON Semiconductor (ON) stake by 84% in Q2 2026, selling an estimated $669M and leaving 1,269,323 shares worth $120M. The position accounts for 1.66% of the portfolio, ranked #25.

David Greenspan first reported a position in ON in Q4 2025 and has held it in 3 quarters since. The position peaked at $568M in Q4 2025. 993 funds tracked by Wall St. Rank hold ON as of Q2 2026.

  • David Greenspan held 1,269,323 shares of ON Semiconductor worth $120M as of Q2 2026.
  • David Greenspan sold 6,529,477 ON Semiconductor shares in Q2 2026, an estimated $669M.
  • ON Semiconductor made up 1.66% of David Greenspan's portfolio in Q2 2026, its #25 holding.
  • David Greenspan first reported a position in ON Semiconductor in Q4 2025 and has held it in 3 quarters since.
  • David Greenspan's ON Semiconductor position peaked at $568M in Q4 2025.
  • 993 funds tracked by Wall St. Rank held ON Semiconductor as of Q2 2026.

Based on Slate Path Capital's 13F filing for Q2 2026, filed 14 Aug 2026.