Alpha and Omega Semiconductor Limited
DE ˙ DB ˙ BMG6331P1041
42,83 € ↓ -0,46 (-1,06%)
2026-06-05
CENA AKCJI
SecurityDE:AOY / Alpha and Omega Semiconductor Limited
InstitutionEngineers Gate Manager LP
Latest Disclosed Ownership63,034 shares
Latest Disclosed Value $ 1,396,833
Engineers Gate Manager LP reports 38.07% increase in ownership of AOY / Alpha and Omega Semiconductor Limited

On May 15, 2026 - Engineers Gate Manager LP filed a 13F-HR form disclosing ownership of 63,034 shares of Alpha and Omega Semiconductor Limited (DE:AOY) valued at $1,143,437 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 17, 2026 disclosing 45,654 shares of Alpha and Omega Semiconductor Limited. This represents a change in shares of 38.07% during the quarter. The current value of the position is $2,699,746 USD.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-05-15 2026-03-31 13F ALPHA & OMEGA SEMICONDUCTOR SHS G6331P104 63,034 17,380 38.07 1,397 54.42 0.0175
2026-02-17 2025-12-31 13F ALPHA & OMEGA SEMICONDUCTOR SHS G6331P104 45,654 17,974 64.93 904 16.95 0.0107
2025-11-14 2025-09-30 13F ALPHA & OMEGA SEMICONDUCTOR SHS G6331P104 27,680 19,231 227.61 774 257.87 0.0089
2025-08-14 2025-06-30 13F ALPHA & OMEGA SEMICONDUCTOR SHS G6331P104 8,449 8,449 217 0.0027
2025-05-15 2025-03-31 13F ALPHA & OMEGA SEMICONDUCTOR SHS G6331P104 0 -6,756 -100.00 0 -100.00
2025-02-14 2024-12-31 13F ALPHA & OMEGA SEMICONDUCTOR SHS G6331P104 6,756 6,756 250 0.0044
2024-11-14 2024-09-30 13F ALPHA & OMEGA SEMICONDUCTOR SHS G6331P104 0 -10,611 -100.00 0 -100.00
2024-08-14 2024-06-30 13F ALPHA & OMEGA SEMICONDUCTOR SHS G6331P104 10,611 -10,670 -50.14 397 -15.57 0.0089
2024-05-15 2024-03-31 13F ALPHA & OMEGA SEMICONDUCTOR SHS G6331P104 21,281 12,110 132.05 469 97.06 0.0123
2024-02-14 2023-12-31 13F ALPHA & OMEGA SEMICONDUCTOR SHS G6331P104 9,171 9,171 239 0.0068
2022-08-15 2022-06-30 13F ALPHA & OMEGA SEMICONDUCTOR SHS G6331P104 0 -5,820 -100.00 0 -100.00
2022-05-16 2022-03-31 13F ALPHA & OMEGA SEMICONDUCTOR SHS G6331P104 5,820 1,910 48.85 318 34.18 0.0124
2022-02-14 2021-12-31 13F ALPHA & OMEGA SEMICONDUCTOR SHS G6331P104 3,910 -32,875 -89.37 237 -79.46 0.0107
2021-11-15 2021-09-30 13F ALPHA & OMEGA SEMICONDUCTOR SHS G6331P104 36,785 22,300 153.95 1,154 162.27 0.0658
2021-08-16 2021-06-30 13F ALPHA & OMEGA SEMICONDUCTOR SHS G6331P104 14,485 -4,123 -22.16 440 -27.63 0.0283
2021-05-17 2021-03-31 13F ALPHA & OMEGA SEMICONDUCTOR SHS G6331P104 18,608 -51,993 -73.64 608 -63.57 0.0301
2021-02-16 2020-12-31 13F ALPHA & OMEGA SEMICONDUCTOR SHS G6331P104 70,601 45,058 176.40 1,669 410.40 0.0724
2020-11-16 2020-09-30 13F ALPHA & OMEGA SEMICONDUCTOR SHS G6331P104 25,543 4,946 24.01 327 45.98 0.0153
2020-08-17 2020-06-30 13F ALPHA & OMEGA SEMICONDUCTOR SHS G6331P104 20,597 1,217 6.28 224 80.65 0.0114
2020-05-15 2020-03-31 13F ALPHA & OMEGA SEMICONDUCTOR SHS G6331P104 19,380 2,754 16.56 124 -45.13 0.0089
2020-02-14 2019-12-31 13F ALPHA & OMEGA SEMICONDUCTOR SHS G6331P104 16,626 -1,231 -6.89 226 3.20 0.0099
2019-11-14 2019-09-30 13F ALPHA & OMEGA SEMICONDUCTOR SHS G6331P104 17,857 7,538 73.05 219 125.77 0.0111
2019-08-14 2019-06-30 13F ALPHA & OMEGA SEMICONDUCTOR SHS G6331P104 10,319 -498 -4.60 97 -22.40 0.0054
2019-05-15 2019-03-31 13F ALPHA & OMEGA SEMICONDUCTOR SHS G6331P104 10,817 -4,220 -28.06 125 -18.30 0.0076
2019-02-14 2018-12-31 13F ALPHA & OMEGA SEMICONDUCTOR SHS G6331P104 15,037 1,450 10.67 153 -3.16 0.0122
2018-11-01 2018-09-30 13F ALPHA & OMEGA SEMICONDUCTOR SHS G6331P104 13,587 -113 -0.82 158 -18.97 0.0121
2018-08-03 2018-06-30 13F ALPHA & OMEGA SEMICONDUCTOR SHS G6331P104 13,700 13,700 195 0.0152
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.