Cambiar SMID Fund's Strategic Bet on ON Semiconductor Corporation (ON) Amid Demand Inflection Ahead
Cambiar SMID Fund, managed by Cambiar Investors, published its Q1 2026 investor letter. A copy of the letter is available to download here.
On Semiconductor Corp (ON)
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Sector: Semiconductors & Related Devices
Hedge Fund Popularity
Hedge Fund Holdings
Filing Period:
Last updated on based on SEC 13F filings Last update:
| No. | Hedge Fund | Shares | Value | Activity | % Port |
|---|---|---|---|---|---|
| 1. | Slate Path Capital David Greenspan | 7,798,800 | $482,901,696 | -26% | 7.17% |
| 2. | Two Sigma Advisors John Overdeck And David Siegel | 4,453,815 | $275,780,225 | +36% | 0.22% |
| 3. | 97,703,000 | $126,082,693 | -3% | 9.06% | |
| 4. | Sachem Head Capital Scott Ferguson | 1,945,000 | $120,434,400 | 2.9% | |
| 5. | Discovery Capital Management Rob Citrone | 1,409,300 | $87,263,856 | 4.53% |
Insider Trading: Purchases See All
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $45.26 | 17,000 | $769,420.00 | 17,000 | 2021-09-07 | Filing | |
| $11.30 | 2,500 | $28,250.00 | 55,028 | 2016-11-10 | Filing | |
| $7.05 | 2,037 | $14,360.85 | 187,417 | 2016-02-12 | Filing | |
| $7.06 | 4,000 | $28,240.00 | 185,380 | 2016-02-12 | Filing | |
| $6.99 | 7,000 | $48,930.00 | 181,380 | 2016-02-11 | Filing |
Insider Trading: Sales See All
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $100.00 | 30,000 | $3,000,000.00 | 271,194 | 2026-04-24 | Filing | |
| $93.00 | 30,000 | $2,790,000.00 | 301,194 | 2026-04-23 | Filing | |
| $80.00 | 30,000 | $2,400,000.00 | 331,194 | 2026-04-16 | Filing | |
| $58.67 | 6,114 | $358,708.38 | 173,943 | 2026-03-13 | Filing | |
| $71.77 | 44,263 | $3,176,759.94 | 198,995 | 2026-02-17 | Filing |
Institutional Investors' Holdings
Filing Period:
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 88,845,600 | $5,501,319,552 | 1.9% | |
| 2. | 58,158,341 | $3,601,164,421 | 0.19% | |
| 3. | 47,181,200 | $2,921,459,904 | 1.01% | |
| 4. | 39,911,681 | $2,471,331,310 | 0.04% | |
| 5. | 25,633,199 | $1,587,207,682 | 0.03% |
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