Materials · owned by 2 fund managers
Who owns On (ONON)?
2 of the 22 fund managers we track hold On, worth $488M combined as of Q2 2026. Stephen Mandel has the biggest bet at 2.9% of the portfolio.
Ownership summary
Fund manager owners
2 / 22
1 opened new positions
Combined value
$488M
At quarter-end prices
Biggest weight
2.9%
Stephen Mandel
Buyers / sellers
1 / 0
Changes in Q2 2026
Smart money take
Why it matters
When several investors with very different styles own the same company, it’s often worth a closer look. On appears in 2 of our 22 portfolios.
- Largest holder: Stephen Mandel (2.9% of portfolio)
- 1 manager bought or added this quarter
- 0 managers trimmed or sold out
- Company insiders in Q3 2026: bought $4M, sold $60K
This is not a recommendation. Do your own research.
Fund managers who own ONON
SEC 13F · Q2 2026| Investor | % of portfolio | Activity | Shares | Value |
|---|---|---|---|---|
| Stephen Mandel Lone Pine Capital | 2.88% | New | 13,280,030 | $470M |
| Gates Foundation Trust Bill & Melinda Gates Foundation Trust | 0.05% | Hold | 500,000 | $18M |
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