Position in ADI
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$5,546,134
New position
Shares Held
17,433
first reported quarter
Ownership
0.004%
of shares outstanding
% of Portfolio
1.39%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2026
1 quarter on record
Voting authority
Sole 0%
Shared 91%
None 9%
Position in Semiconductors
Technology · as of Mar 31, 2026KETTLE HILL CAPITAL MANAGEMENT, LLC holds $54,099,356 across 6 Semiconductors names. ADI ranks #6 (10.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NXPI |
NXP Semiconductors N.V.
|
101,925 | $20,064,955 | |
| 2 | GFS |
GLOBALFOUNDRIES Inc.
|
252,534 | $11,232,712 | |
| 3 | WOLF |
Wolfspeed, Inc.
|
365,868 | $5,970,965 | |
| 4 | ALGM |
Allegro Microsystems, Inc.
|
181,531 | $5,723,672 | |
| 5 | MCHP |
Microchip Technology Inc
|
86,069 | $5,560,918 | |
| 6 | ADI |
Analog Devices Inc
This page
|
17,433 | $5,546,134 |
All Filings in ADI
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $5,546,134 | 17,433 | Shares | Sole | 2026-05-15 | |
| No filing history on record for this holder in this stock. | ||||||