SEC 13F Intelligence

South Street Advisors LLC / ONTO

South Street Advisors LLC’s Onto Innovation Inc Position

Does South Street Advisors LLC own Onto Innovation Inc (ONTO)? Yes91.3K shares worth $19M (+2.71% of its 13F portfolio) as of Q1 2026, up from 85.4K shares the prior filed quarter.

Position Value
$19M
Q1 2026
Shares
91.3K
% of Portfolio
+2.71%
Quarters Held
19
currently held

Position History ONTO

Reported value by quarter
Q3 ’21: $6MQ3 ’21Q4 ’21: $11MQ1 ’22: $10MQ2 ’22: $8MQ2 ’22Q3 ’22: $7MQ4 ’22: $8MQ1 ’23: $10MQ1 ’23Q2 ’23: $10MQ3 ’23: $11MQ4 ’23: $14MQ4 ’23Q1 ’24: $17MQ2 ’24: $20MQ3 ’24: $18MQ3 ’24Q4 ’24: $15MQ1 ’25: $11MQ2 ’25: $9MQ2 ’25Q3 ’25: $12MQ4 ’25: $13MQ1 ’26: $19MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 202691.3K$19M+2.71%
Q4 202585.4K$13M+1.89%
Q3 202591.1K$12M+1.54%
Q2 202586.5K$9M+1.29%
Q1 202589.7K$11M+1.78%
Q4 202489.3K$15M+2.28%
Q3 202488.5K$18M+2.79%
Q2 202490.8K$20M+3.02%
Q1 202492.5K$17M+2.67%
Q4 202388.7K$14M+2.53%
Q3 202388.3K$11M+2.26%
Q2 202387.9K$10M+2.03%
Q1 2023117.2K$10M+2.11%
Q4 2022116.3K$8M+1.75%
Q3 2022110.6K$7M+1.75%
Q2 2022111.7K$8M+1.77%
Q1 2022113.1K$10M+1.86%
Q4 2021112.6K$11M+2.00%
Q3 202177.2K$6M+1.06%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See South Street Advisors LLC’s full portfolio or all institutional holders of ONTO.