ON β€” ON SEMICONDUCTOR CORP

Ownership history in Bayesian Capital Management, LP  Β·  15 quarters on record

AI Ownership Summary

Bayesian Capital Management, LP reported ON SEMICONDUCTOR CORP (ON) in 15 quarterly 13F filings from 2024 Q1 through 2025 Q3. Peak portfolio weight reached 0.61% in 2025 Q1. The latest visible filing shows ON at 0.36% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this ON ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Bayesian Capital Management, LP's position in ON SEMICONDUCTOR CORP, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q3

ON was reported at 0.36% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.61% in 2025 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q1 to 2025 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

ON stock page Bayesian Capital Management, LP fund profile Bayesian Capital Management, LP full holdings
How Bayesian Capital Management, LP held ON β€” position size vs. price
% of Fund (quarterly)    ON price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 4 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 REDUCED 35,778 -55,022 -60.6% 0.36% $1.8M 2025-11-14 $46.92
2025 Q1 ADDED 90,800 +33,800 +59.3% 0.61% $3.7M 2025-05-15 $44.52
2024 Q3 ADDED 57,000 +50,200 +738.2% 0.48% $4.1M 2024-11-14 $67.02
2024 Q1 REDUCED 6,800 -29,800 -81.4% 0.05% $500K 2024-05-15 $74.74
11 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history

🏒 Other funds also holding ON

As of 2025 Q4 β€” sorted by position size

FIFTHDELTA Ltd 3Y 9.58% Slate Path Capital LP 3Y 7Y 7.65% Totem Point Management, LLC 3Y 7Y 6.67% Malaga Cove Capital, LLC 3Y 7Y 3.33% Talos Eurisko Asset Management LP 3.3% Analog Century Management LP 3Y 2.89% F&V Capital Management, LLC 3Y 7Y 2.22% Soviero Asset Management, LP 3Y 2.15% VILLERE ST DENIS J & CO LLC 3Y 7Y 2.01% Maytus Capital Management, LLC 3Y 7Y 1.92%

FAQ About Bayesian Capital Management, LP and ON

These are the practical questions this page is built to answer before you even open the full history table.

How long has Bayesian Capital Management, LP reported owning ON?

Bayesian Capital Management, LP reported ON across 4 quarterly 13F filings, from 2024 Q1 through 2025 Q3.

What was the largest reported ON position in Bayesian Capital Management, LP's portfolio?

The largest reported portfolio weight for ON was 0.61% in 2025 Q1.

What is the latest reported ON position on this page?

The most recent filing on this page is 2025 Q3, when Bayesian Capital Management, LP reported 35,778 shares, equal to 0.36% of portfolio, with an estimated market value of $1.8M.

What does the chart on this ON ownership page compare?

The chart compares Bayesian Capital Management, LP's quarterly ON portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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