Position in ADI
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$34,486,057
+$2,501,814 QoQ
Shares Held
108,399
-8.1% QoQ
Ownership
0.022%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
24 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in ADI Over Time
Shares Held
Position Value (USD)
Position in Semiconductors
Technology · as of Mar 31, 2026Gotham Asset Management, LLC holds $1,321,654,451 across 29 Semiconductors names. ADI ranks #8 (2.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NVDA |
Nvidia Corp
|
4,132,873 | $720,773,051 | |
| 2 | AVGO |
Broadcom Inc.
|
345,271 | $106,864,827 | |
| 3 | MU |
Micron Technology Inc
|
244,524 | $82,609,988 | |
| 4 | ON |
On Semiconductor Corp
|
835,102 | $51,709,515 | |
| 5 | QCOM |
Qualcomm Inc/De
|
385,389 | $49,630,395 | |
| 6 | CRUS |
Cirrus Logic, Inc.
|
306,944 | $44,390,241 | |
| 7 | SWKS |
Skyworks Solutions, Inc.
|
707,480 | $37,885,554 | |
| 8 | ADI |
Analog Devices Inc
This page
|
108,399 | $34,486,057 |
All Filings in ADI
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $34,486,057 | 108,399 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $31,984,243 | 117,936 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $15,720,131 | 63,981 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $8,814,118 | 37,031 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $6,525,839 | 32,359 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $6,644,686 | 31,275 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $6,537,978 | 28,405 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $7,488,754 | 32,808 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $3,951,844 | 19,980 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $3,756,556 | 18,919 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $3,624,363 | 20,700 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $2,856,304 | 14,662 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $2,238,052 | 11,348 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $4,219,179 | 25,722 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $1,383,924 | 9,932 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $2,958,322 | 20,250 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $887,512 | 5,373 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $819,967 | 4,665 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $2,674,153 | 15,967 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $4,551,566 | 26,438 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $325,357 | 2,098 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $322,199 | 2,181 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $532,217 | 4,559 | Shares | Sole | 2020-11-16 | |
| 2020-03-31 | $344,614 | 3,844 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||