Cliff Asness's ON Position Overview
Cliff Asness (via Aqr Capital Management LLC) currently holds 249,607 shares of ON Semiconductor Corporation (ON) worth $12.31 M, representing 0.01% of the portfolio. First purchased in 2012-Q4, this long-term strategic position has been held for 52 quarters.
Based on 13F filings since 2013, Cliff Asness has maintained a long-term strategic position in ON, representing a significant commitment to this investment thesis. Largest addition occurred in Q3 2017, adding 3.69 M shares. Largest reduction occurred in Q4 2016, reducing 3.17 M shares.
Analysis based on 13F filings available since 2013 Q2
Cliff Asness's ON Semiconductor Corporation (ON) Holding Value Over Time
Track share changes against reported price movement
Quarterly ON Semiconductor Corporation (ON) Trades by Cliff Asness
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q4 2012 | +1.5 M | Add 0.00% | 1.5 M | $7.05 |
| Q2 2013 | +1.3 M | Add 0.00% | 1.3 M | $8.08 |
| Q3 2013 | +219,266 | Add 16.89% | 1.52 M | $7.30 |
| Q4 2013 | +691,400 | Add 45.57% | 2.21 M | $8.24 |
| Q1 2014 | -271,609 | Reduce 12.30% | 1.94 M | $9.40 |
| Q2 2014 | +309,923 | Add 16.00% | 2.25 M | $9.14 |
| Q3 2014 | -274,114 | Reduce 12.20% | 1.97 M | $8.94 |
| Q4 2014 | +679,832 | Add 34.46% | 2.65 M | $10.13 |
| Q1 2015 | -647,227 | Reduce 24.40% | 2.01 M | $12.11 |
| Q2 2015 | +1.24 M | Add 61.64% | 3.24 M | $11.69 |
| Q3 2015 | -743,908 | Reduce 22.95% | 2.5 M | $9.40 |
| Q4 2015 | +469,340 | Add 18.79% | 2.97 M | $9.80 |
| Q1 2016 | +959,959 | Add 32.36% | 3.93 M | $9.59 |
| Q2 2016 | -389,144 | Reduce 9.91% | 3.54 M | $8.82 |
| Q3 2016 | +66,539 | Add 1.88% | 3.6 M | $12.32 |
| Q4 2016 | -3.17 M | Reduce 87.84% | 438,298 | $12.76 |
| Q1 2017 | +396,525 | Add 90.47% | 834,823 | $15.49 |
| Q2 2017 | +716,386 | Add 85.81% | 1.55 M | $14.04 |
| Q3 2017 | +3.69 M | Add 238.20% | 5.25 M | $18.47 |
| Q4 2017 | +413,757 | Add 7.89% | 5.66 M | $20.94 |
| Q1 2018 | -2.68 M | Reduce 47.33% | 2.98 M | $24.46 |
| Q2 2018 | +259,963 | Add 8.72% | 3.24 M | $22.23 |
| Q3 2018 | -1.05 M | Reduce 32.42% | 2.19 M | $18.43 |
| Q4 2018 | -991,420 | Reduce 45.26% | 1.2 M | $16.51 |
| Q1 2019 | +1.7 M | Add 141.60% | 2.9 M | $20.50 |
| Q2 2019 | +949,933 | Add 32.79% | 3.85 M | $20.21 |
| Q3 2019 | -338,636 | Reduce 8.80% | 3.51 M | $18.78 |
| Q4 2019 | -1.36 M | Reduce 38.75% | 2.15 M | $24.38 |
| Q1 2020 | -1.41 M | Reduce 65.66% | 737,807 | $12.44 |
| Q2 2020 | -461,414 | Reduce 62.54% | 276,393 | $19.77 |
| Q3 2020 | -246,674 | Reduce 89.25% | 29,719 | $21.70 |
| Q4 2020 | -7,462 | Reduce 25.11% | 22,257 | $32.39 |
| Q1 2021 | +129,672 | Add 582.61% | 151,929 | $41.47 |
| Q2 2021 | +616,671 | Add 405.89% | 768,600 | $38.27 |
| Q3 2021 | -247,772 | Reduce 32.24% | 520,828 | $45.77 |
| Q4 2021 | -200,600 | Reduce 38.52% | 320,228 | $67.92 |
| Q1 2022 | +924,493 | Add 288.70% | 1.24 M | $62.61 |
| Q2 2022 | -98,302 | Reduce 7.90% | 1.15 M | $49.51 |
| Q3 2022 | -601,472 | Reduce 52.47% | 544,947 | $62.33 |
| Q4 2022 | +192,872 | Add 35.39% | 737,819 | $61.42 |
| Q1 2023 | +78,918 | Add 10.70% | 816,737 | $81.49 |
| Q2 2023 | -12,996 | Reduce 1.59% | 803,741 | $93.78 |
| Q3 2023 | -170,518 | Reduce 21.22% | 633,223 | $92.95 |
| Q4 2023 | -254,295 | Reduce 40.16% | 378,928 | $83.53 |
| Q1 2024 | +221,047 | Add 58.33% | 599,975 | $73.55 |
| Q2 2024 | +304,083 | Add 50.68% | 904,058 | $68.54 |
| Q3 2024 | -832,223 | Reduce 92.05% | 71,835 | $72.61 |
| Q4 2024 | -29,684 | Reduce 41.32% | 42,151 | $63.05 |
| Q1 2025 | +79,206 | Add 187.91% | 121,357 | $40.07 |
| Q2 2025 | +146,077 | Add 120.37% | 267,434 | $52.41 |
| Q3 2025 | -17,827 | Reduce 6.67% | 249,607 | $49.31 |
Cliff Asness's ON Semiconductor Corporation Investment FAQs
Cliff Asness first purchased ON Semiconductor Corporation (ON) in Q4 2012, acquiring 1,499,302 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Cliff Asness has held ON Semiconductor Corporation (ON) for 52 quarters since Q4 2012.
Cliff Asness's largest addition to ON Semiconductor Corporation (ON) was in Q3 2017, adding 5,246,128 shares worth $96.9 M.
According to the latest 13F filing for Q3 2025, Cliff Asness's firm, Aqr Capital Management LLC, owns 249,607 shares of ON Semiconductor Corporation (ON), valued at approximately $12.31 M.
As of the Q3 2025 filing, ON Semiconductor Corporation (ON) represents approximately 0.01% of Cliff Asness's publicly disclosed stock portfolio, making it one of their key holdings.
Cliff Asness's peak holding in ON Semiconductor Corporation (ON) was 5,659,885 shares, as reported at the end of Q4 2017.