Exited position

Stanley Druckenmiller’s onsemi (ON) position

Reported position history, portfolio importance and verified filing changes from public SEC disclosures.

Duquesne Family OfficeVerified through Q2 2026
Relationship snapshot

At a glance

The full verified relationship, including prior ownership episodes and exits where supported.

First reportedQ1 2021Earliest verified positive filing snapshot
Latest statusExited positionBased on the latest supported relationship state
Peak shares1.84MHighest verified quarter-end share count
Quarters reported3Verified quarters with shares above zero
What happened?

Duquesne Family Office first reported onsemi in Q1 2021. The reported position was reduced across later filings. The latest verified relationship event shows that Duquesne Family Office sold the entire position in Q1 2026, and the stock is no longer reported in the latest verified portfolio.

Verified SEC history

Position over time

See the same verified relationship through reported shares, portfolio weight or reported value.

Metric

Gaps indicate periods that cannot be safely connected or where a verified corporate action changes the raw share scale. Stock price, when available, is market context and not a transaction price.

Key filing events

What changed

Latest filing plus the most meaningful reported changes. Unchanged quarters are collapsed by default.

Q1 2026
Sold the entire position−536.26K shares · No shares reported at quarter-end
Q4 2025
New position+536.26K shares · 536.26K shares reported
Filing context

Quarter-end price $54.15 · Estimated holding basis $54.15

Q3 2021
Sold the entire position−706.37K shares · No shares reported at quarter-end
Q2 2021
Sold 61.6% of the position−1.13M shares · 706.37K shares remained
Filing context

Quarter-end price $38.28 · Estimated holding basis $41.61

Q1 2021
New position+1.84M shares · 1.84M shares reported
Filing context

Quarter-end price $41.61 · Estimated holding basis $41.61

Portfolio importance

How important was onsemi in Duquesne Family Office’s reported portfolio?

Relative importance is measured only within the verified primary non-option reported portfolio for each quarter.

Last reported portfolio weight0.7%Q4 2025
Last reported rank#32of 58 reported positions
Peak portfolio weight1.7%Q1 2021
Best historical rank#15Q1 2021
At peak importanceQ1 2021
ON
1.7%
Largest holding
12.2%
SEC evidence & methodology

SEC filing evidence

Market context and filing-derived values are kept separate from actual transaction prices, which 13F filings do not disclose.

Latest verified stock price$76.142026-09-11

Market context only; not an investor transaction price.

Latest verified investor filingQ2 2026 · filed 2026-08-14
Open SEC filing ↗

View onsemi stock page →

This tracker follows Duquesne Family Office LLC’s Form 13F disclosures—not Stanley Druckenmiller’s personal brokerage account. Form 13F reports quarter-end U.S.-listed positions and certain options, but it does not reveal exact trade dates, execution prices, short positions or the purpose of an option position.