Alpha and Omega Semiconductor Limited
DE ˙ DB ˙ BMG6331P1041
42,83 € ↓ -0,46 (-1,06%)
2026-06-05
AKTIENPREIS
SecurityDE:AOY / Alpha and Omega Semiconductor Limited
InstitutionMorgan Stanley
Latest Disclosed Ownership196,895 shares
Latest Disclosed Value $ 4,363,204
Morgan Stanley reports 13.73% decrease in ownership of AOY / Alpha and Omega Semiconductor Limited

On May 15, 2026 - Morgan Stanley filed a 13F-HR form disclosing ownership of 196,895 shares of Alpha and Omega Semiconductor Limited (DE:AOY) valued at $3,571,675 USD as of March 31, 2026. The entity filed a previous 13F-HR/A on May 27, 2026 disclosing 228,233 shares of Alpha and Omega Semiconductor Limited. This represents a change in shares of -13.73% during the quarter. The current value of the position is $8,433,013 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 196,895 -31,338 -13.73 4,363 -3.49 0.0003
2026-05-27 2025-12-31 13F/A-1 ALPHA & OMEGA SEMICONDUCTOR SHS G6331P104 228,233 -34,583 -13.16 4,521 -38.47 0.0003
2026-02-13 2025-12-31 13F ALPHA & OMEGA SEMICONDUCTOR SHS G6331P104 228,233 -34,583 4,521 0.0003
2026-05-27 2025-09-30 13F/A-1 ALPHA & OMEGA SEMICONDUCTOR SHS G6331P104 262,816 21,629 8.97 7,348 18.75 0.0004
2025-11-14 2025-09-30 13F ALPHA & OMEGA SEMICONDUCTOR SHS G6331P104 262,816 21,629 7,348 0.0004
2025-08-15 2025-06-30 13F ALPHA & OMEGA SEMICONDUCTOR SHS G6331P104 241,187 -119,985 -33.22 6,189 -31.08 0.0004
2025-05-15 2025-03-31 13F ALPHA & OMEGA SEMICONDUCTOR SHS G6331P104 361,172 75,436 26.40 8,979 -15.14 0.0006
2025-05-15 2024-12-31 13F/A-1 ALPHA & OMEGA SEMICONDUCTOR SHS G6331P104 285,736 65,400 29.68 10,581 29.37 0.0007
2025-02-14 2024-12-31 13F ALPHA & OMEGA SEMICONDUCTOR SHS G6331P104 285,736 65,400 10,581 0.0007
2025-05-14 2024-09-30 13F/A-2 ALPHA & OMEGA SEMICONDUCTOR SHS G6331P104 220,336 13,737 6.65 8,179 5.93 0.0006
2025-02-14 2024-09-30 13F/A-1 ALPHA & OMEGA SEMICONDUCTOR SHS G6331P104 220,336 13,737 8,179 0.0006
2024-11-14 2024-09-30 13F ALPHA & OMEGA SEMICONDUCTOR SHS G6331P104 220,336 13,737 8,179 0.0001
2025-05-14 2024-06-30 13F/A-2 ALPHA & OMEGA SEMICONDUCTOR SHS G6331P104 206,599 1,570 0.77 7,721 70.87 0.0006
2024-10-17 2024-06-30 13F/A-1 ALPHA & OMEGA SEMICONDUCTOR SHS G6331P104 206,599 1,570 7,721 0.0006
2024-08-14 2024-06-30 13F ALPHA & OMEGA SEMICONDUCTOR SHS G6331P104 206,599 1,570 7,721 0.0006
2024-10-17 2024-03-31 13F/A-2 ALPHA & OMEGA SEMICONDUCTOR SHS G6331P104 205,029 -34,700 -14.47 4,519 -27.68 0.0004
2024-08-16 2024-03-31 13F/A-1 ALPHA & OMEGA SEMICONDUCTOR SHS G6331P104 205,029 -34,700 4,519 0.0000
2024-05-15 2024-03-31 13F ALPHA & OMEGA SEMICONDUCTOR SHS G6331P104 205,029 -34,700 4,519 0.0004
2024-08-16 2023-12-31 13F/A-1 ALPHA & OMEGA SEMICONDUCTOR SHS G6331P104 239,729 67,889 39.51 6,247 21.85 0.0006
2024-02-13 2023-12-31 13F ALPHA & OMEGA SEMICONDUCTOR SHS G6331P104 239,729 67,889 6,247 0.0006
2023-11-15 2023-09-30 13F ALPHA & OMEGA SEMICONDUCTOR SHS G6331P104 171,840 40,040 30.38 5,128 18.60 0.0005
2023-08-14 2023-06-30 13F ALPHA & OMEGA SEMICONDUCTOR SHS G6331P104 131,800 -5,175 -3.78 4,323 17.12 0.0004
2023-05-15 2023-03-31 13F ALPHA & OMEGA SEMICONDUCTOR SHS G6331P104 136,975 -76,426 -35.81 3,691 -39.45 0.0004
2023-02-14 2022-12-31 13F ALPHA & OMEGA SEMICONDUCTOR SHS G6331P104 213,401 -43,305 -16.87 6,097 -22.80 0.0007
2022-11-14 2022-09-30 13F ALPHA & OMEGA SEMICONDUCTOR SHS G6331P104 256,706 10,815 4.40 7,896 -3.68 0.0011
2022-10-27 2022-06-30 13F/A-1 ALPHA & OMEGA SEMICONDUCTOR SHS G6331P104 245,891 147,063 148.81 8,198 51.79 0.0011
2022-08-15 2022-06-30 13F ALPHA & OMEGA SEMICONDUCTOR SHS G6331P104 245,891 147,063 8,198 0.0002
2022-10-27 2022-03-31 13F/A-1 ALPHA & OMEGA SEMICONDUCTOR SHS G6331P104 98,828 -32,429 -24.71 5,401 -32.05 0.0007
2022-05-13 2022-03-31 13F ALPHA & OMEGA SEMICONDUCTOR SHS G6331P104 98,828 -32,429 5,401 0.0007
2022-02-14 2021-12-31 13F ALPHA & OMEGA SEMICONDUCTOR SHS G6331P104 131,257 11,045 9.19 7,949 110.85 0.0010
2021-11-15 2021-09-30 13F ALPHA & OMEGA SEMICONDUCTOR SHS G6331P104 120,212 -106,095 -46.88 3,770 -45.17 0.0005
2021-08-23 2021-06-30 13F/A-1 ALPHA & OMEGA SEMICONDUCTOR SHS G6331P104 226,307 169,776 300.32 6,876 271.88 0.0009
2021-08-16 2021-06-30 13F ALPHA & OMEGA SEMICONDUCTOR SHS G6331P104 226,307 169,776 6,876 0.0002
2021-05-17 2021-03-31 13F ALPHA & OMEGA SEMICONDUCTOR SHS G6331P104 56,531 -1,437 -2.48 1,849 34.87 0.0003
2021-02-16 2020-12-31 13F ALPHA & OMEGA SEMICONDUCTOR SHS G6331P104 57,968 -4,212 -6.77 1,371 71.80 0.0002
2020-11-13 2020-09-30 13F ALPHA & OMEGA SEMICONDUCTOR SHS G6331P104 62,180 -23,850 -27.72 798 -14.74 0.0002
2020-08-14 2020-06-30 13F ALPHA & OMEGA SEMICONDUCTOR SHS G6331P104 86,030 5,292 6.55 936 80.69 0.0002
2020-05-26 2020-03-31 13F/A-1 ALPHA & OMEGA SEMICONDUCTOR SHS G6331P104 80,738 53,260 193.83 518 38.50 0.0001
2020-05-15 2020-03-31 13F ALPHA & OMEGA SEMICONDUCTOR SHS G6331P104 80,738 53,260 518 39.7932
2020-02-14 2019-12-31 13F ALPHA & OMEGA SEMICONDUCTOR SHS G6331P104 27,478 16,858 158.74 374 187.69 0.0001
2019-11-14 2019-09-30 13F ALPHA & OMEGA SEMICONDUCTOR SHS G6331P104 10,620 9,458 813.94 130 1,081.82 0.0000
2019-08-14 2019-06-30 13F ALPHA & OMEGA SEMICONDUCTOR SHS G6331P104 1,162 -34,786 -96.77 11 -97.34 0.0000
2019-05-15 2019-03-31 13F ALPHA & OMEGA SEMICONDUCTOR SHS G6331P104 35,948 -60,585 -62.76 414 -57.93 0.0001
2019-02-14 2018-12-31 13F ALPHA & OMEGA SEMICONDUCTOR SHS G6331P104 96,533 19,989 26.11 984 10.56 0.0003
2019-04-23 2018-09-30 13F/A-2 ALPHA & OMEGA SEMICONDUCTOR SHS G6331P104 76,544 -9,525 -11.07 890 -27.35 0.0002
2018-11-20 2018-09-30 13F/A-1 ALPHA & OMEGA SEMICONDUCTOR SHS G6331P104 76,544 0 890 0.0002
2018-11-14 2018-09-30 13F ALPHA & OMEGA SEMICONDUCTOR SHS G6331P104 76,544 -9,525 890
2019-04-23 2018-06-30 13F/A-1 ALPHA & OMEGA SEMICONDUCTOR SHS G6331P104 86,069 -29,511 -25.53 1,225 -31.41 0.0003
2018-08-14 2018-06-30 13F ALPHA & OMEGA SEMICONDUCTOR SHS G6331P104 86,069 -29,511 1,225
2019-04-23 2018-03-31 13F/A-1 ALPHA & OMEGA SEMICONDUCTOR SHS G6331P104 115,580 -1,437 -1.23 1,786 -6.69 0.0005
2018-05-14 2018-03-31 13F ALPHA & OMEGA SEMICONDUCTOR SHS G6331P104 115,580 -1,437 1,786
2019-04-23 2017-12-31 13F/A-1 ALPHA & OMEGA SEMICONDUCTOR SHS G6331P104 117,017 27,546 30.79 1,914 29.67 0.0005
2018-02-14 2017-12-31 13F ALPHA & OMEGA SEMICONDUCTOR SHS G6331P104 117,017 27,546 1,914
2017-11-14 2017-09-30 13F ALPHA & OMEGA SEMICONDUCTOR SHS G6331P104 89,471 -42,979 -32.45 1,476 -33.15 0.0004
2017-08-11 2017-06-30 13F ALPHA & OMEGA SEMICONDUCTOR SHS G6331P104 132,450 -92,611 -41.15 2,208 -42.93 0.0007
2017-05-22 2017-03-31 13F/A-1 ALPHA & OMEGA SEMICONDUCTOR SHS G6331P104 225,061 80,131 55.29 3,869 25.54 0.0012
2017-05-12 2017-03-31 13F ALPHA & OMEGA SEMICONDUCTOR SHS G6331P104 225,061 3,869
2017-02-22 2016-12-31 13F/A-1 ALPHA & OMEGA SEMICONDUCTOR SHS G6331P104 144,930 4,715 3.36 3,082 1.22 0.0010
2017-02-13 2016-12-31 13F ALPHA & OMEGA SEMICONDUCTOR SHS G6331P104 144,930 3,082
2016-11-10 2016-09-30 13F ALPHA & OMEGA SEMICONDUCTOR SHS G6331P104 140,215 -78,994 -36.04 3,045 -0.29 0.0010
2016-08-12 2016-06-30 13F ALPHA & OMEGA SEMICONDUCTOR SHS G6331P104 219,209 100,872 85.24 3,054 117.83 0.0011
2016-05-12 2016-03-31 13F ALPHA & OMEGA SEMICONDUCTOR SHS G6331P104 118,337 117,934 29,264.02 1,402 34,950.00 0.0005
2016-02-09 2015-12-31 13F ALPHA & OMEGA SEMICONDUCTOR SHS G6331P104 403 -376 -48.27 4 -33.33 0.0000
2016-02-08 2015-09-30 13F/A-1 ALPHA & OMEGA SEMICONDUCTOR SHS G6331P104 779 550 240.17 6 200.00 0.0000
2015-11-09 2015-09-30 13F ALPHA & OMEGA SEMICONDUCTOR SHS G6331P104 779 6
2015-08-12 2015-06-30 13F ALPHA & OMEGA SEMICONDUCTOR SHS G6331P104 229 -118,284 -99.81 2 -99.81 0.0000
2015-05-14 2015-03-31 13F ALPHA & OMEGA SEMICONDUCTOR SHS G6331P104 118,513 24,162 25.61 1,056 26.47 0.0004
2015-02-13 2014-12-31 13F ALPHA & OMEGA SEMICONDUCTOR SHS G6331P104 94,351 18,968 25.16 835 17.94 0.0003
2014-12-16 2014-09-30 13F/A-1 ALPHA & OMEGA SEMICONDUCTOR SHS G6331P104 75,383 49,188 187.78 708 191.36 0.0003
2014-11-14 2014-09-30 13F ALPHA & OMEGA SEMICONDUCTOR SHS G6331P104 75,383 708
2014-08-12 2014-06-30 13F ALPHA & OMEGA SEMICONDUCTOR SHS G6331P104 26,195 -3,923 -13.03 243 9.46 0.0004
2014-05-13 2014-03-31 13F ALPHA & OMEGA SEMICONDUCTOR SHS G6331P104 30,118 -4,784 -13.71 222 -17.47 0.0001
2014-02-13 2013-12-31 13F ALPHA & OMEGA SEMICONDUCTOR SHS G6331P104 34,902 -16,438 -32.02 269 -37.73 0.0001
2013-11-13 2013-09-30 13F ALPHA & OMEGA SEMICONDUCTOR COM G6331P104 51,340 31,579 159.80 432 186.09 0.0002
2013-08-08 2013-06-30 13F ALPHA & OMEGA SEMICONDUCTOR COM G6331P104 19,761 19,761 151 0.0001
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.