What smart money is saying about On Holding AG
4 funds in our archive have pitched On Holding AG — most recently Baron Opportunity Fund in December 2025.
On Holding AG develops and distributes sports products worldwide. It offers athletic footwear, apparel, and accessories. The company offers its products through independent retailers and distributors, online, and stores. On Holding AG was founded in 2010 and is headquartered in Zurich, Switzerland.
Fund coverage · 4 theses
- Baron Opportunity FundDecember 2025
On Holding AG is a fast-growing premium athletic footwear brand with strong multi-channel distribution and a long runway for >20% revenue growth and margin expansion.
Read the full thesis - Clearbridge Growth StrategySeptember 2025
On Holding is a disruptive Swiss designer of premium footwear and apparel poised for market share growth through increased brand awareness and expansion into new sports categories.
Read the full thesis - Sands Capital Global GrowthJune 2025
On Holding is an emerging premium global sportswear brand focused on innovation and sustainability, with strong growth potential in the sports footwear market despite near-term risks.
Read the full thesis - Baron International Growth FundMarch 2025
On Holding AG is a rapidly growing premium sportswear brand with strong market potential in footwear and apparel, benefiting from brand loyalty, sustainability, and a multi-channel distribution strategy.
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