
What smart money is saying about ams-OSRAM
1 fund in our archive has pitched ams-OSRAM — most recently Goodhart Partners Global Future Leaders Fund in June 2026.
Established in 1981 and headquartered in Premstätten, Austria, ams-OSRAM AG is a global enterprise specializing in the design, manufacturing, and commercialization of LED and optical sensor technologies. Its comprehensive solutions serve markets across Europe, the Middle East, Africa, the Americas, and the Asia-Pacific region. The company operates through two distinct divisions: Semiconductor and Lamps & Systems. The Semiconductor segment focuses on delivering advanced semiconductor-based products, which include light-emitting diodes (LEDs), lasers, and various optical and image sensors, primarily catering to the automotive, consumer electronics, and industrial sectors. Conversely, the Lamps & Systems segment provides a diverse array of lamps and integrated lighting systems. This portfolio encompasses spectral sensing, smart and ambient illumination, horticultural lighting, time-of-flight systems, presence detection, near-infrared technology, human-centric lighting, and comprehensive indoor and outdoor lighting solutions for the automotive, industrial, and medical industries. Originally known as ams AG, the company officially adopted its current name, ams-OSRAM AG, in January 2022.
Position history
Every position in ams-OSRAM on record in the archive was reported in Q2 2026, across 1 fund letter — 1 opened or added to the position.
| Quarter | Letters | Bought | Sold | Theses |
|---|---|---|---|---|
| Q2 2026 | 1 | 1 | 0 | 1 |
Fund activity · 1 position · 1 move
- New positionGoodhart Partners Global Future Leaders FundJune 2026
“Alongside Soitec and ASML, we have built new positions in ACM Research and ams-OSRAM this quarter, adding to our existing holding in PDF Solutions since launch.”
Read the letterams-OSRAM
Fund coverage · 1 thesis
ams-OSRAM is viewed as a mid-cap semiconductor value-chain business with idiosyncratic drivers and resilience to the broader capex cycle.
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