Lee Ainslie's ON Position Overview
Lee Ainslie (via Maverick Capital LTD) currently holds 7,979 shares of ON Semiconductor Corporation (ON) worth $754,335, representing 0.01% of the portfolio. First purchased in 2017-Q4, this medium-term investment has been held for 13 quarters.
Based on 13F filings, Lee Ainslie has maintained a strategic position in ON, demonstrating sustained confidence in this investment. Largest addition occurred in Q1 2018, adding 108,970 shares. Largest reduction occurred in Q3 2018, reducing 369,130 shares.
Analysis based on 13F filings available since 2013 Q2
Lee Ainslie's ON Semiconductor Corporation (ON) Holding Value Over Time
Track share changes against reported price movement
Quarterly ON Semiconductor Corporation (ON) Trades by Lee Ainslie
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q2 2026 | +7,979 | New Buy | 7,979 | $94.54 |
| Q4 2022 | -3,320 | Sold Out | 0 | $0.00 |
| Q3 2022 | +3,320 | New Buy | 3,320 | $62.35 |
| Q1 2022 | -2,000 | Sold Out | 0 | $0.00 |
| Q4 2021 | +2,000 | New Buy | 2,000 | $68.00 |
| Q3 2021 | -5,464 | Sold Out | 0 | $0.00 |
| Q2 2021 | +5,464 | New Buy | 5,464 | $38.25 |
| Q3 2020 | -20,247 | Sold Out | 0 | $0.00 |
| Q2 2020 | +20,247 | New Buy | 20,247 | $19.81 |
| Q3 2018 | -369,130 | Sold Out | 0 | $0.00 |
| Q2 2018 | -70,680 | Reduce 16.07% | 369,130 | $22.24 |
| Q1 2018 | +108,970 | Add 32.94% | 439,810 | $24.46 |
| Q4 2017 | +330,840 | New Buy | 330,840 | $20.94 |
Lee Ainslie's ON Semiconductor Corporation Investment FAQs
Lee Ainslie first purchased ON Semiconductor Corporation (ON) in Q4 2017, acquiring 330,840 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Lee Ainslie has held ON Semiconductor Corporation (ON) for 13 quarters since Q4 2017.
Lee Ainslie's largest addition to ON Semiconductor Corporation (ON) was in Q4 2017, adding 330,840 shares worth $6.93 M.
According to the latest 13F filing for Q2 2026, Lee Ainslie's firm, Maverick Capital LTD, owns 7,979 shares of ON Semiconductor Corporation (ON), valued at approximately $754,335.
As of the Q2 2026 filing, ON Semiconductor Corporation (ON) represents approximately 0.01% of Lee Ainslie's publicly disclosed stock portfolio, making it one of their key holdings.
Lee Ainslie's peak holding in ON Semiconductor Corporation (ON) was 439,810 shares, as reported at the end of Q1 2018.