Jericho Capital Asset Management’s ON Semiconductor ON Stock Holding History

Jericho Capital Asset 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
2026 Q2	$461M	Buy	+4,881,237	New	+$500M	3.81%	11
2021 Q2	–	Sell	-1,758,487	Closed	-$73.2M	–	64
2021 Q1	$73.2M	Sell	1,758,487 -4,049,825	-70%	-$155M	1.93%	25
2020 Q4	$190M	Buy	+5,808,312	New	+$162M	4.48%	3
2020 Q3	–	Sell	-3,738,000	Closed	-$74.1M	–	53
2020 Q2	$74.1M	Buy	+3,738,000	New	+$60.9M	2.9%	10
2018 Q1	–	Sell	-886,000	Closed	-$18.6M	–	33
2017 Q4	$18.6M	Buy	+886,000	New	+$18.1M	0.97%	29
2016 Q3	–	Sell	-3,486,000	Closed	-$30.7M	–	42
2016 Q2	$30.7M	Buy	3,486,000 +1,350,000	+63%	+$12.8M	1.69%	21
2016 Q1	$20.5M	Buy	+2,136,000	New	+$18.3M	1%	31
2015 Q4	–	Sell	-4,586,709	Closed	-$43.1M	–	36
2015 Q3	$43.1M	Buy	4,586,709 +388,242	+9%	+$3.94M	2.69%	15
2015 Q2	$49.1M	Buy	4,198,467 +726,000	+21%	+$8.91M	3.06%	13
2015 Q1	$42.1M	Buy	3,472,467 +972,200	+39%	+$11.1M	2.79%	14
2014 Q4	$25.3M	Buy	+2,500,267	New	+$22M	1.64%	28

Other funds holding ON

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Jupiter Topco New York $245B AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Jericho Capital Asset Management's ON Position: Q2 2026 in Review

Jericho Capital Asset Management opened a new position in ON Semiconductor (ON) in Q2 2026: 4,881,237 shares worth $461M. The stake represents 3.81% of the portfolio and ranks #11 among its holdings. This is a return to the name: Jericho Capital Asset Management previously reported a position in ON as recently as Q1 2021.

Jericho Capital Asset Management first reported a position in ON in Q4 2014 and has held it in 11 quarters since. 998 funds tracked by Wall St. Rank hold ON as of Q2 2026.

Jericho Capital Asset Management held 4,881,237 shares of ON Semiconductor worth $461M as of Q2 2026.
ON Semiconductor was a new Jericho Capital Asset Management position in Q2 2026.
ON Semiconductor made up 3.81% of Jericho Capital Asset Management's portfolio in Q2 2026, its #11 holding.
Jericho Capital Asset Management first reported a position in ON Semiconductor in Q4 2014 and has held it in 11 quarters since.
998 funds tracked by Wall St. Rank held ON Semiconductor as of Q2 2026.

Based on Jericho Capital Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.