Position in ADI
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$205,130,627
+$76,870,655 QoQ
Shares Held
644,781
+36.3% QoQ
Ownership
0.132%
of shares outstanding
% of Portfolio
0.34%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 88.36798851082771.ToString("F0")%
Shared 0.ToString("F0")%
None 11.632011489172292.ToString("F0")%
Common Shares in ADI Over Time
Shares Held
Position Value (USD)
Derivatives in ADI
reported options exposure · as of Dec 31, 2025CallValue
$46,971,840
CallShares
173,200
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Semiconductors
Technology · as of Mar 31, 2026Artisan Partners Limited Partnership holds $3,342,336,425 across 16 Semiconductors names. ADI ranks #7 (6.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AVGO |
Broadcom Inc.
|
2,054,574 | $635,911,198 | |
| 2 | TSM |
Taiwan Semiconductor Manufacturing Co Ltd
|
1,192,157 | $402,889,458 | |
| 3 | NVDA |
Nvidia Corp
|
2,098,045 | $365,899,048 | |
| 4 | AMD |
Advanced Micro Devices Inc
|
1,541,203 | $313,526,926 | |
| 5 | LSCC |
Lattice Semiconductor Corp
|
3,004,182 | $278,667,922 | |
| 6 | MTSI |
MACOM Technology Solutions Holdings, Inc.
|
1,047,159 | $232,542,599 | |
| 7 | ADI |
Analog Devices Inc
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|
644,781 | $205,130,627 | |
| 8 | MPWR |
Monolithic Power Systems Inc
|
150,873 | $164,956,994 |
All Filings in ADI
Export CSV
30 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $205,130,627 | 644,781 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $46,971,840 | 173,200 | Call | Sole | 2026-02-17 | |
| 2025-12-31 | $128,259,972 | 472,935 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $60,714,435 | 247,108 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $123,506,435 | 518,891 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $104,450,539 | 517,928 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $66,902,591 | 314,895 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $100,556,899 | 436,881 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $123,111,574 | 539,348 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $107,442,099 | 543,213 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $108,365,311 | 545,756 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $99,575,608 | 568,711 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $119,662,237 | 614,251 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $126,956,627 | 643,731 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $111,128,684 | 677,490 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $106,810,519 | 766,546 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $119,636,753 | 818,925 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $317,933,673 | 1,924,771 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $201,485,151 | 1,146,300 | Put | Sole | 2022-02-11 | |
| 2021-12-31 | $425,413,670 | 2,420,286 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $417,362,672 | 2,492,015 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $430,889,795 | 2,502,845 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $68,188,676 | 439,700 | Call | Sole | 2021-05-11 | |
| 2021-03-31 | $431,469,779 | 2,782,240 | Shares | Sole | 2021-05-11 | |
| 2020-12-31 | $294,854,159 | 1,995,899 | Shares | Sole | 2021-02-10 | |
| 2020-12-31 | $90,691,447 | 613,900 | Call | Sole | 2021-02-10 | |
| 2020-09-30 | $63,693,344 | 545,600 | Call | Sole | 2020-11-12 | |
| 2020-09-30 | $244,087,813 | 2,090,867 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $248,316,075 | 2,024,756 | Shares | Sole | 2020-08-12 | |
| 2020-03-31 | $97,679,860 | 1,089,569 | Shares | Sole | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||