SEC 13F Intelligence

Gagnon Advisors, LLC / AOSL

Gagnon Advisors, LLC’s Alpha & Omega Semiconductor Position

Does Gagnon Advisors, LLC own Alpha & Omega Semiconductor (AOSL)? Yes — 120.2K shares worth $3M (+1.96% of its 13F portfolio) as of Q1 2026.

Position Value
$3M
Q1 2026
Shares
120.2K
% of Portfolio
+1.96%
Quarters Held
30
currently held

Position History AOSL

Reported value by quarter
Q4 ’18: $5MQ4 ’18Q1 ’19: $6MQ2 ’19: $5MQ3 ’19: $6MQ4 ’19: $7MQ4 ’19Q1 ’20: $3MQ2 ’20: $6MQ3 ’20: $7MQ4 ’20: $13MQ4 ’20Q1 ’21: $14MQ2 ’21: $13MQ3 ’21: $14MQ4 ’21: $24MQ4 ’21Q1 ’22: $12MQ2 ’22: $6MQ3 ’22: $5MQ4 ’22: $5MQ4 ’22Q1 ’23: $5MQ2 ’23: $6MQ3 ’23: $6MQ4 ’23: $5MQ4 ’23Q1 ’24: $4MQ2 ’24: $7MQ3 ’24: $4MQ4 ’24: $4MQ4 ’24Q1 ’25: $3MQ2 ’25: $3MQ3 ’25: $3MQ4 ’25: $2MQ4 ’25Q1 ’26: $3Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 2026120.2K$3M+1.96%
Q4 2025120.2K$2M+1.51%
Q3 2025120.2K$3M+2.08%
Q2 2025120.2K$3M+2.07%
Q1 2025120.2K$3M+2.11%
Q4 2024120.2K$4M+2.85%
Q3 2024120.2K$4M+2.88%
Q2 2024189.4K$7M+5.39%
Q1 2024189.4K$4M+3.62%
Q4 2023189.4K$5M+4.31%
Q3 2023189.4K$6M+4.73%
Q2 2023189.4K$6M+4.16%
Q1 2023177.6K$5M+3.21%
Q4 2022177.6K$5M+3.42%
Q3 2022177.6K$5M+3.54%
Q2 2022177.6K$6M+3.59%
Q1 2022225.4K$12M+5.68%
Q4 2021398.6K$24M+9.59%
Q3 2021430.8K$14M+5.36%
Q2 2021430.8K$13M+4.98%
Q1 2021430.8K$14M+2.97%
Q4 2020528.8K$13M+5.62%
Q3 2020528.8K$7M+4.16%
Q2 2020528.8K$6M+4.14%
Q1 2020528.8K$3M+3.16%
Q4 2019528.8K$7M+4.04%
Q3 2019528.8K$6M+4.03%
Q2 2019528.8K$5M+2.82%
Q1 2019528.8K$6M+3.48%
Q4 2018528.8K$5M+3.79%

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