John Gunn - Dodge & Cox
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    222
Portfolio value:    $181,976,456,224
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
2024   Q3 0 0.00 Sell 100.00% <0.01 $31.73–47.45 · VW $39.74i SEC
2024   Q2 50,694 <0.01 Add 5.41% <0.01 $19.38–37.88 · VW $29.97i $1,894,435 SEC
2024   Q1 48,093 <0.01 Add 34.29% <0.01 $20.36–29.11 · VW $24.27i $1,059,970 SEC
2023   Q4 35,814 <0.01 Add 0.28% $20.03–30.49 · VW $24.28i $933,313 SEC
2023   Q3 35,714 <0.01 Add 14.42% <0.01 $28.05–35.40 · VW $31.50i $1,065,706 SEC
2023   Q2 31,214 <0.01 Add 36.82% <0.01 $20.64–33.02 · VW $27.71i $1,023,819 SEC
2023   Q1 22,814 <0.01 Buy <0.01 $24.05–38.87 · VW $29.33i $614,837 SEC
Price snapshot:
Current price$34.69
52-week low$17.01
52-week high$54.34