Jean-Marie Eveillard - First Eagle Investment Management
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    418
Portfolio value:    $58,918,305,053
Holdings Activity Buys Sells    History
Holding/activity history for  Alpha and Omega Semiconductor Ltd. (AOSL)
← All AOSL superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2026   Q1 40,000 <0.01 Buy <0.01 $17.01–23.75 · VW $21.30i $886,400 SEC
2025   Q4 0 0.00 Sell 100.00% 0.02 $17.02–33.01 · VW $23.42i SEC
2025   Q3 326,608 0.02 Reduce 0.79% <0.01 $20.67–31.56 · VW $27.46i $9,131,960 SEC
2025   Q2 329,208 0.02 Add 7.34% <0.01 $15.90–26.72 · VW $21.69i $8,447,477 SEC
2025   Q1 306,708 0.02 Reduce 2.76% <0.01 $23.65–46.65 · VW $33.96i $7,624,761 SEC
2024   Q4 315,408 0.03 Reduce 32.36% 0.01 $25.97–53.29 · VW $39.76i $11,679,558 SEC
2024   Q3 466,316 0.04 Reduce 1.13% <0.01 $31.73–47.45 · VW $39.74i $17,309,650 SEC
2024   Q2 471,642 0.04 Add 5.62% <0.01 $19.38–37.88 · VW $29.97i $17,625,262 SEC
2024   Q1 446,542 0.02 Add 18.91% <0.01 $20.36–29.11 · VW $24.27i $9,841,786 SEC
2023   Q4 375,542 0.02 Reduce 4.61% <0.01 $20.03–30.49 · VW $24.28i $9,786,625 SEC
2023   Q3 393,680 0.03 Add 16.21% <0.01 $28.05–35.40 · VW $31.50i $11,747,411 SEC
2023   Q2 338,753 0.03 Add 47.10% <0.01 $20.64–33.02 · VW $27.71i $11,111,098 SEC
2023   Q1 230,295 0.02 Add 69.36% <0.01 $24.05–38.87 · VW $29.33i $6,206,450 SEC
2022   Q4 135,980 0.01 Add 20.89% <0.01 $27.38–38.82 · VW $32.26i $3,884,949 SEC
2022   Q3 112,480 0.01 Add 34.01% <0.01 $28.74–45.89 · VW $36.85i $3,460,000 SEC
2022   Q2 83,936 0.01 Add 83.78% <0.01 $31.65–56.25 · VW $41.50i $2,798,000 SEC
2022   Q1 45,671 0.01 Add 176.48% <0.01 $38.10–69.99 · VW $52.95i $2,496,000 SEC
2021   Q4 16,519 <0.01 Add 22.10% <0.01 $29.76–63.29 · VW $48.91i $1,000,000 SEC
2021   Q3 13,529 <0.01 Add 362.69% <0.01 $23.66–34.00 · VW $28.57i $424,000 SEC
2021   Q2 2,924 <0.01 Buy <0.01 $25.32–35.86 · VW $30.50i $89,000 SEC
Price snapshot:
Current price$34.69
Avg. buy price$22.16
+/- since buy56.54%
52-week low$17.01
52-week high$54.34