13FPulse
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AO

AOSL Alpha and Omega Semiconductor Limited

2026Q2 · CUSIP G6331P104 · Analog & Power · Sector: Semiconductors

Piling in

Net holder growth ranks near the top of the market

Funds that own it
214
Institutions that reported holding it to the SEC
Net increase in holders
+35
Last quarter 179 → now 214
How unusual is that
Top 10%
Stronger buying than 91% of US stocks
What the filings say, in one paragraph

214 funds held AOSL at the end of 2026Q2, up 35 from the quarter before. That is stronger buying than 91.4% of US stocks — among the most piled-into names this quarter. On the business itself, revenue over the last 12 months was $679M(YoY -2.5%), return on equity is -5.3%. AOSL has had 8 buying rushes in its history. It sits in the Semiconductors sector, tagged Analog & Power.

How many funds owned it, quarter by quarter

Bars = net change in institutional holders, positive (green) or negative (red). Line = total institutional holders.

2013Q3: holders=61 2013Q4: holders=61 2014Q1: holders=63 2014Q2: holders=67 2014Q3: holders=73 2014Q4: holders=82 2015Q1: holders=74 2015Q2: holders=71 2015Q3: holders=63 2015Q4: holders=68 2016Q1: holders=86 2016Q2: holders=90 2016Q3: holders=99 2016Q4: holders=103 2017Q1: holders=100 2017Q2: holders=99 2017Q3: holders=98 2017Q4: holders=96 2018Q1: holders=93 2018Q2: holders=86 2018Q3: holders=85 2018Q4: holders=83 2019Q1: holders=80 2019Q2: holders=71 2019Q3: holders=79 2019Q4: holders=80 2020Q1: holders=76 2020Q2: holders=69 2020Q3: holders=77 2020Q4: holders=96 2021Q1: holders=121 2021Q2: holders=123 2021Q3: holders=127 2021Q4: holders=174 2022Q1: holders=203 2022Q2: holders=182 2022Q3: holders=173 2022Q4: holders=162 2023Q1: holders=142 2023Q2: holders=144 2023Q3: holders=141 2023Q4: holders=144 2024Q1: holders=142 2024Q2: holders=167 2024Q3: holders=173 2024Q4: holders=177 2025Q1: holders=156 2025Q2: holders=164 2025Q3: holders=184 2025Q4: holders=169 2026Q1: holders=179 2026Q2: holders=214 -47 -23.5 +0 +23.5 +47 54140225 13Q315Q116Q318Q119Q321Q122Q324Q125Q326Q2 Net change in holders (bars) Total funds holding (line)

What happened after each past buying rush 8 times in its history

Quarter of the rush How unusual then Price, next 3 months Price, next 6 months
2026Q2 Top 10% — —
2025Q3 Top 20% — —
2024Q2 Top 10% — —
2022Q1 Top 10% — —
2021Q4 Top 20% — —
2021Q1 Top 20% — —
2016Q3 Top 20% — —
2016Q1 Top 10% — —

These are the raw price moves, not how much it beat the market by. Compare them against the market over the same months — in a strong bull market almost everything is up.

Show all the numbers (large funds, value held, options…) ▾
Of them, large funds
108
Change in large funds
+13
Total value they hold
$1.1B
Funds buying for the first time
67
Funds that sold out entirely
32
Price change that quarter
—
Funds holding puts (bearish)
5
Funds holding calls (bullish)
7

These are for people who want to dig. Skip them if they do not mean anything to you — the three numbers above are enough.

8,697 institutions have filed for this quarter. 13F permits late filing and a small number arrive in the weeks after the deadline, so the holder counts and changes below may tick up.

Fundamentals

PE (TTM)
—
EPS (TTM)
$-1.41
EPS YoY
—
Revenue (TTM)
$0.7B
Revenue YoY
-2.5%
Net margin
-6.2%
ROE
-5.3%
Debt ratio
17.2%
FCF (TTM)
-$68M
Dividend (TTM)
No dividend
Quarterly Revenue & EPS
2021-09-30: EPS 0.85 2021-12-31: EPS 13.54 2022-03-31: EPS 1.11 2022-06-30: EPS 0.57 2022-09-30: EPS 0.88 2022-12-31: EPS 0.21 2023-03-31: EPS -0.68 2023-06-30: EPS 0.01 2023-09-30: EPS 0.19 2023-12-31: EPS -0.10 2024-03-31: EPS -0.39 2024-06-30: EPS -0.09 2024-09-30: EPS -0.09 2024-12-31: EPS -0.23 2025-03-31: EPS -0.37 2025-06-30: EPS -2.61 2025-09-30: EPS -0.07 2025-12-31: EPS -0.45 2026-03-31: EPS -0.46 2026-06-30: EPS -0.43 0M 104M 208M $M -2.87 6.01 14.89 201720182019202020212022202320242025202606/26 Revenue EPS

Quarterly figures, revenue up to 10 years back; EPS split-adjusted, early quarters hidden when not calibrable

Quarterly free cash flow
-47M4M56M 20162017201820192020202120222023202420252026
Latest quarter $-20M (2026-03-31)

FCF = operating cash flow − capex, computed from SEC XBRL; banks/insurers have no standard cash-flow structure and are hidden

As of 2026-06-30 · SEC filings (XBRL)

Email me the next update

2026 Q3 holdings are due 2026-11-16. We will email you when the refreshed lists are live.