Discovery Capital Management’s ON Semiconductor ON Stock Holding History
Bought
Maintained
Sold
Other funds holding ON
JT
Discovery Capital Management's ON Position: Q2 2026 in Review
Discovery Capital Management reduced its ON Semiconductor (ON) stake by 88% in Q2 2026, selling an estimated $128M and leaving 162,300 shares worth $15.3M. The position accounts for 0.64% of the portfolio, ranked #37.
Discovery Capital Management first reported a position in ON in Q1 2026 and has held it in 2 quarters since. The position peaked at $87.3M in Q1 2026. 996 funds tracked by Wall St. Rank hold ON as of Q2 2026.
- Discovery Capital Management held 162,300 shares of ON Semiconductor worth $15.3M as of Q2 2026.
- Discovery Capital Management sold 1,247,000 ON Semiconductor shares in Q2 2026, an estimated $128M.
- ON Semiconductor made up 0.64% of Discovery Capital Management's portfolio in Q2 2026, its #37 holding.
- Discovery Capital Management first reported a position in ON Semiconductor in Q1 2026 and has held it in 2 quarters since.
- Discovery Capital Management's ON Semiconductor position peaked at $87.3M in Q1 2026.
- 996 funds tracked by Wall St. Rank held ON Semiconductor as of Q2 2026.
Based on Discovery Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.