Cliff Asness's ON Position Overview
Cliff Asness (via Aqr Capital Management LLC) currently holds 222,423 shares of ON Semiconductor Corporation (ON) worth $12.04 M, representing 0.01% of the portfolio. First purchased in 2012-Q4, this long-term strategic position has been held for 53 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 2025 | -27,184 | Reduce 10.89% | 222,423 | $54.15 |
| Q3 2025 | -17,827 | Reduce 6.67% | 249,607 | $49.31 |
| Q2 2025 | +146,077 | Add 120.37% | 267,434 | $52.41 |
| Q1 2025 | +79,206 | Add 187.91% | 121,357 | $40.07 |
| Q4 2024 | -29,684 | Reduce 41.32% | 42,151 | $63.05 |
| Q3 2024 | -832,223 | Reduce 92.05% | 71,835 | $72.61 |
| Q2 2024 | +304,083 | Add 50.68% | 904,058 | $68.54 |
| Q1 2024 | +221,047 | Add 58.33% | 599,975 | $73.55 |
| Q4 2023 | -254,295 | Reduce 40.16% | 378,928 | $83.53 |
| Q3 2023 | -170,518 | Reduce 21.22% | 633,223 | $92.95 |
| Q2 2023 | -12,996 | Reduce 1.59% | 803,741 | $93.78 |
| Q1 2023 | +78,918 | Add 10.70% | 816,737 | $81.49 |
| Q4 2022 | +192,872 | Add 35.39% | 737,819 | $61.42 |
| Q3 2022 | -601,472 | Reduce 52.47% | 544,947 | $62.33 |
| Q2 2022 | -98,302 | Reduce 7.90% | 1.15 M | $49.51 |
| Q1 2022 | +924,493 | Add 288.70% | 1.24 M | $62.61 |
| Q4 2021 | -200,600 | Reduce 38.52% | 320,228 | $67.92 |
| Q3 2021 | -247,772 | Reduce 32.24% | 520,828 | $45.77 |
| Q2 2021 | +616,671 | Add 405.89% | 768,600 | $38.27 |
| Q1 2021 | +129,672 | Add 582.61% | 151,929 | $41.47 |
| Q4 2020 | -7,462 | Reduce 25.11% | 22,257 | $32.39 |
| Q3 2020 | -246,674 | Reduce 89.25% | 29,719 | $21.70 |
| Q2 2020 | -461,414 | Reduce 62.54% | 276,393 | $19.77 |
| Q1 2020 | -1.41 M | Reduce 65.66% | 737,807 | $12.44 |
| Q4 2019 | -1.36 M | Reduce 38.75% | 2.15 M | $24.38 |
| Q3 2019 | -338,636 | Reduce 8.80% | 3.51 M | $18.78 |
| Q2 2019 | +949,933 | Add 32.79% | 3.85 M | $20.21 |
| Q1 2019 | +1.7 M | Add 141.60% | 2.9 M | $20.50 |
| Q4 2018 | -991,420 | Reduce 45.26% | 1.2 M | $16.51 |
| Q3 2018 | -1.05 M | Reduce 32.42% | 2.19 M | $18.43 |
| Q2 2018 | +259,963 | Add 8.72% | 3.24 M | $22.23 |
| Q1 2018 | -2.68 M | Reduce 47.33% | 2.98 M | $24.46 |
| Q4 2017 | +413,757 | Add 7.89% | 5.66 M | $20.94 |
| Q3 2017 | +3.69 M | Add 238.20% | 5.25 M | $18.47 |
| Q2 2017 | +716,386 | Add 85.81% | 1.55 M | $14.04 |
| Q1 2017 | +396,525 | Add 90.47% | 834,823 | $15.49 |
| Q4 2016 | -3.17 M | Reduce 87.84% | 438,298 | $12.76 |
| Q3 2016 | +66,539 | Add 1.88% | 3.6 M | $12.32 |
| Q2 2016 | -389,144 | Reduce 9.91% | 3.54 M | $8.82 |
| Q1 2016 | +959,959 | Add 32.36% | 3.93 M | $9.59 |
| Q4 2015 | +469,340 | Add 18.79% | 2.97 M | $9.80 |
| Q3 2015 | -743,908 | Reduce 22.95% | 2.5 M | $9.40 |
| Q2 2015 | +1.24 M | Add 61.64% | 3.24 M | $11.69 |
| Q1 2015 | -647,227 | Reduce 24.40% | 2.01 M | $12.11 |
| Q4 2014 | +679,832 | Add 34.46% | 2.65 M | $10.13 |
| Q3 2014 | -274,114 | Reduce 12.20% | 1.97 M | $8.94 |
| Q2 2014 | +309,923 | Add 16.00% | 2.25 M | $9.14 |
| Q1 2014 | -271,609 | Reduce 12.30% | 1.94 M | $9.40 |
| Q4 2013 | +691,400 | Add 45.57% | 2.21 M | $8.24 |
| Q3 2013 | +219,266 | Add 16.89% | 1.52 M | $7.30 |
| Q2 2013 | +1.3 M | Add 0.00% | 1.3 M | $8.08 |
| Q4 2012 | +1.5 M | Add 0.00% | 1.5 M | $7.05 |
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 53 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 Q4 2025, Cliff Asness's firm, Aqr Capital Management LLC, owns 222,423 shares of ON Semiconductor Corporation (ON), valued at approximately $12.04 M.
As of the Q4 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.