ON (ON SEMICONDUCTOR CORP) is held by 1 tracked superinvestors with an aggregate position value of $1M based on the most recent SEC 13F filings. Top institutional holders include: Ray Dalio.

How much ON do superinvestors hold in aggregate?

Across 1 tracked managers, superinvestors collectively report $1M in ON positions worth 20,018 shares.

What is the largest holder of ON?

The largest tracked holder of ON is Ray Dalio (Bridgewater Associates) with 20,018 shares worth $1M, representing 0.01% of their portfolio.

← Top Holdings

ONON SEMICONDUCTOR CORP

CUSIP: 682189105

Guru Owners

$1.2M

Total Value Held

20,018

Total Shares

Investor	Fund	Shares	Value▼	% of Portfolio	Rpt Price	Period
Ray Dalio	Bridgewater Associates	20018	$1.2M	0.01%	$61.92	Q1 2026

Ray Dalio

$1.2M

0.01%

📊 Fundamentals

Market Cap$35.4B

P/E Ratio67.0x

Above market avg

Forward P/E21.1x

P/FCF27.6x

EPS (TTM)$1.36

Revenue (TTM)$6.1B

Profit Margin9.46%

Beta2.01

52-Week Range

$44.56

$134.92

Current: $91.06

Data from Yahoo Finance · refreshed every 4 hours

💡 Trades at 67.0x trailing earnings → 21.1x forward · 9.5% profit margin

📊 Holdings Over Time

How superinvestor ownership has changed across quarters

Quarter-by-Quarter Activity

Q1 '262 owners · $1.2M

REDUCEDRay Dalio$1.2M

INCREASEDRobert Olstein$5K

SOLDStanley Druckenmiller

SOLDJensen Investment Management

Q4 '254 owners · $38.9M

NEWStanley Druckenmiller$29.0M

REDUCEDRobert Olstein$5.6M

NEWRay Dalio$3.1M

REDUCEDJensen Investment Management$1.2M

Q3 '252 owners · $6.5M

INCREASEDRobert Olstein$4.5M

Q2 '252 owners · $7.7M

REDUCEDRobert Olstein$5.5M

Q1 '252 owners · $8.0M

REDUCEDRobert Olstein$6.3M

NEWJensen Investment Management$1.7M

SOLDRay Dalio

Q4 '242 owners · $47.5M

INCREASEDRay Dalio$42.7M

NEWRobert Olstein$4.8M

💰 DCF Calculator

DCF model · 10-yr forecast

Estimates depend entirely on your assumptions. Adjust the inputs below to explore scenarios.

📊 Adjust the assumptions below to calculate an estimated fair value

Projection Period

Revenue Growth Rate

11%analyst est. 11.2%

0%100%

Growth Decay Rate

15%

0% (no decay)50% (fast decay)

Terminal Growth Rate

3.0%

0%5%

FCF Margin

21.1%current: 21.1%

1%50%

Discount Rate (WACC)

8.0%typical: 8% large caps · 10% growth

5%20%

Model: 10-year DCF · 3.0% terminal growth · Based on Yahoo Finance data

🏛️ Congressional Trades

ON: Held by 1 superinvestors · 10 congress member trades

SELLRo KhannaD

$1,001 - $15,0002025-04-23

SELLRo KhannaD

$1,001 - $15,0002025-04-15

SELLJulie JohnsonD

$1,001 - $15,0002025-04-01

SELLRo KhannaD

$1,001 - $15,0002025-03-12

SELLRo KhannaD

$1,001 - $15,0002025-03-06

SELLRob BresnahanR

$1,001 - $15,0002025-02-25

SELLRo KhannaD

$1,001 - $15,0002025-02-19

BUYJulie JohnsonD

$1,001 - $15,0002025-02-12

SELLRob BresnahanR

$1,001 - $15,0002025-02-11

BUYRo KhannaD

$1,001 - $15,0002025-01-17