Tairen Capital’s On Holding ONON Stock Holding History

Tairen Capital’s Portfolio ONON Stock Details ONON Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-268,900	Closed	-$11.4M	–	77
2025 Q3	$11.4M	Buy	+268,900	New	+$12.8M	1.23%	30
2025 Q2	–	Sell	-524,961	Closed	-$23.1M	–	95
2025 Q1	$23.1M	Buy	524,961 +354,961	+209%	+$18.7M	1.52%	17
2024 Q4	$9.31M	Buy	+170,000	New	+$9M	1.37%	21
2024 Q2	–	Sell	-130,000	Closed	-$4.6M	–	41
2024 Q1	$4.6M	Buy	+130,000	New	+$3.97M	0.28%	28

Other funds holding ONON

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

PPI

Platinum Paramount Investment Nassau $689M AUM

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

SIIL

Sinvest Investments II Ltd Nassau, New Providence $286M AUM

Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Tairen Capital's ONON Position: Q4 2025 in Review

Tairen Capital sold out of On Holding (ONON) in Q4 2025, closing a stake of 268,900 shares — an estimated $11.4M sold.

Tairen Capital first reported a position in ONON in Q1 2024 and held it in 4 quarters. The position peaked at $23.1M in Q1 2025. 527 funds tracked by Wall St. Rank hold ONON as of Q4 2025.

Tairen Capital reported no remaining On Holding position as of Q4 2025 after selling out during the quarter.
Tairen Capital sold 268,900 On Holding shares in Q4 2025, an estimated $11.4M.
Tairen Capital first reported a position in On Holding in Q1 2024 and held it in 4 quarters.
Tairen Capital's On Holding position peaked at $23.1M in Q1 2025.
527 funds tracked by Wall St. Rank held On Holding as of Q4 2025.

Based on Tairen Capital's 13F filing for Q4 2025, filed 17 Feb 2026.