2 tracked superinvestors hold ON HLDG AG (ONON), worth $488M combined, led by Stephen Mandel. Smart money is accumulating ONON as of the latest 13F filings.
Current price
$27.99
-39.2%
1Y
On Holding AG, together with its subsidiaries, develops and distributes performance sports products under the On brand in Switzerland, the rest of Europe, the Middle East, Africa, the United States, the rest of the Americas, and the Asia-Pacific. The company offers athletic footwear, apparel, and accessories for performance running, performance outdoor, performance all day, performance training,…
Market cap
$11.4B
P/E
44.28
Div yield
0.0%
Revenue YoY
24.2%
Analyst target
$45
Snapshot for context. For deep analysis use a stock screener — this page is about who owns it.
Superinvestors holding
2
tracked 13F / N-PORT funds
Combined value
$488M
disclosed long exposure
Tier-1 conviction
2
concentrated holders
Net this quarter
+1
1 buying · 0 selling
Smart money is net accumulating ONON: 1 funds added or opened versus 0 trimming. 1 opened a brand-new position.
ON HLDG AG (ONON) is held by 2 tracked funds worth $488M combined, 2 of them concentrated Tier-1 managers whose positions carry real conviction.
The largest position belongs to Stephen Mandel at 2.9% of their book — no single tracked manager treats it as an outsized, top-weighted bet.
This quarter 1 fund opened a brand-new position (Stephen Mandel), with 0 adding and 0 trimming — a net accumulation signal.
| Investor | Move | % of their portfolio | Position value |
|---|---|---|---|
| New buy | 2.9% | $470M | |
| Held | 0.1% | $18M |
Tier badge = signal quality: 1 concentrated conviction · 2 quant/multi (context) · 3 retail & diversified. Only Tier 1 holdings feed the consensus signal.
Which superinvestors own ONON?
2 tracked funds hold ON HLDG AG (ONON), the largest being Stephen Mandel (Lone Pine Capital) at 2.9% of its 13F portfolio. 2 of them are concentrated Tier-1 conviction managers.
Is smart money buying or selling ONON?
In the most recent 13F quarter, 1 tracked fund added or opened ONON and 0 trimmed it, including 1 brand-new position.
How much ONON do tracked funds hold?
Combined disclosed long exposure to ONON across tracked superinvestors is $488M as of the Jun 2026 filings.
One email when a tracked manager opens, adds to or files to sell a position — from Form 4, 13D and Form 144, not the 45-day-old 13F.
Holdings aggregated from the latest SEC 13F & N-PORT filings via FMP · Jun 2026 quarter. Long equity positions only, reported with up to a 45-day delay — for activity between filings see real-time moves. Not financial advice.