Numerai’s Alpha and Omega Semiconductor AOSL Stock Holding History

Numerai’s Portfolio AOSL Stock Details AOSL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.56M	Sell	32,941 -65,033	-66%	-$2.61M	0.13%	284
2026 Q1	$2.17M	Sell	97,974 -22,181	-18%	-$482K	0.22%	142
2025 Q4	$2.38M	Buy	120,155 +30,460	+34%	+$719K	0.29%	97
2025 Q3	$2.51M	Buy	89,695 +24,492	+38%	+$680K	0.35%	74
2025 Q2	$1.67M	Buy	+65,203	New	+$1.42M	0.24%	124
2024 Q2	–	Sell	-22,522	Closed	-$496K	–	321
2024 Q1	$496K	Buy	22,522 +6,719	+43%	+$162K	0.21%	138
2023 Q4	$412K	Buy	15,803 +1,848	+13%	+$45.6K	0.15%	166
2023 Q3	$416K	Sell	13,955 -126,247	-90%	-$3.93M	0.14%	152
2023 Q2	$4.6M	Buy	140,202 +62,127	+80%	+$1.67M	0.94%	43
2023 Q1	$2.1M	Buy	+78,075	New	+$2.27M	0.7%	53

Other funds holding AOSL

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

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

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

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

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

Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $52.8B AUM 58.98% 1-Year Est. Return

Numerai's AOSL Position: Q2 2026 in Review

Numerai reduced its Alpha and Omega Semiconductor (AOSL) stake by 66% in Q2 2026, selling an estimated $2.61M and leaving 32,941 shares worth $1.56M. The position accounts for 0.13% of the portfolio, ranked #284.

Numerai first reported a position in AOSL in Q1 2023 and has held it in 10 quarters since. The position peaked at $4.6M in Q2 2023. 216 funds tracked by Wall St. Rank hold AOSL as of Q2 2026.

Numerai held 32,941 shares of Alpha and Omega Semiconductor worth $1.56M as of Q2 2026.
Numerai sold 65,033 Alpha and Omega Semiconductor shares in Q2 2026, an estimated $2.61M.
Alpha and Omega Semiconductor made up 0.13% of Numerai's portfolio in Q2 2026, its #284 holding.
Numerai first reported a position in Alpha and Omega Semiconductor in Q1 2023 and has held it in 10 quarters since.
Numerai's Alpha and Omega Semiconductor position peaked at $4.6M in Q2 2023.
216 funds tracked by Wall St. Rank held Alpha and Omega Semiconductor as of Q2 2026.

Based on Numerai's 13F filing for Q2 2026, filed 14 Aug 2026.