Position in ADI
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$40,527,226
-$52,510,908 QoQ
Shares Held
102,040
-65.1% QoQ
Ownership
0.021%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#305
of 2,269 holders
Holding Since
Sep 2020
4 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in ADI Over Time
Shares Held
Position Value (USD)
Position in Semiconductors
Technology · as of Jun 30, 2026D1 Capital Partners L.P. holds $477,996,284 across 5 Semiconductors names. ADI ranks #4 (8.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LSCC |
Lattice Semiconductor Corp
|
1,084,051 | $165,816,440 | |
| 2 | TXN |
Texas Instruments Inc
|
405,474 | $120,859,635 | |
| 3 | MPWR |
Monolithic Power Systems, Inc.
|
85,103 | $117,642,983 | |
| 4 | ADI |
Analog Devices Inc
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|
102,040 | $40,527,226 | |
| 5 | CBRS |
Cerebras Systems Inc.
|
150,000 | $33,150,000 |
All Filings in ADI
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $40,527,226 | 102,040 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $93,038,134 | 292,444 | Shares | Sole | 2026-05-15 | |
| 2024-03-31 | $59,139,210 | 299,000 | Shares | Sole | 2024-05-15 | |
| 2020-09-30 | $33,598,472 | 287,806 | Shares | Sole | 2020-11-16 | |
| No filing history on record for this holder in this stock. | ||||||