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On Holding AG

ONON Consumer Discretionary
$39.81 +$0.62 (1.58%)
Market Cap: $13.18 B
Gurus Holding
6
Popularity Rank
#1634
% of Shares Held
2.54%
Net Activity (Q1 2026)
+$30.73 M

Guru Ownership Trend

Guru Analysis for On Holding AG (ONON)

On Holding AG (ONON), a key player in the Consumer Discretionary sector, continues to attract institutional attention.

As of Q1 2026, a total of 6 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $335.03 M.

Top institutional holders include Frank Sands and Ray Dalio.

Institutional sentiment is currently Bullish. This is evidenced by a $30.73 M net inflow during the quarter.

Recent activity highlights Paul Tudor Jones who dramatically increased their stake. Conversely, Frank Sands reduced exposure by 4.7%.

Key Holders

Top 5 by Value

$215.2 M
$20.76 M
$17.01 M
$16.17 M
$12.37 M

Top 5 by Conviction

Recent Activity Breakdown (Q1 2026)

+$50.84 M
Total Buy Value
New Buys 1
Additions 3
-$20.11 M
Total Sell Value
Reductions 1
Sold Out 2

Guru Consensus (Q1 2026)

Based on recent activity
Net Sellers
3
Net Buyers
4

FAQs for On Holding AG (ONON)

Major holders include Frank Sands ($215.2 M), Ray Dalio ($20.76 M), Bill Gates ($17.01 M). According to the latest reported data, 6 tracked investment managers collectively hold approximately 8.42 M shares.

According to the latest 13F reporting period, sentiment appears Bullish (Net Buying). There was a net inflow of $30.73 M, with 4 managers increasing positions and 3 managers reducing holdings.

During the most recent reporting period, 1 managers trimmed their positions, while 2 fully exited ONON. The total reported sell value was $20.11 M.

Yes, 1 managers opened new positions in ONON, and 3 increased their existing holdings. The total reported buy value was $50.84 M.

Portfolio Manager % Portfolio Activity Shares Value Report Date
0.84% Reduce -4.7% 6,325,547 $215.2 M Q1 2026
0.09% Add 949.6% 610,088 $20.76 M Q1 2026
0.05% 500,000 $17.01 M Q1 2026
0.03% Add 2699.6% 475,322 $16.17 M Q1 2026
0.02% New Buy 363,616 $12.37 M Q1 2026
0.00% Add 581.7% 141,051 $4.8 M Q1 2026
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