Position in ADI
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$5,439,640
+$5,041,011 QoQ
Shares Held
13,696
+993.1% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.99%
of 13F equity value
Holder Rank
#670
of 2,265 holders
Holding Since
Mar 2020
8 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, 2026TWINBEECH CAPITAL LP holds $28,155,815 across 10 Semiconductors names. ADI ranks #2 (19.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ON |
On Semiconductor Corp
|
62,779 | $5,935,126 | |
| 2 | ADI |
Analog Devices Inc
This page
|
13,696 | $5,439,640 | |
| 3 | MPWR |
Monolithic Power Systems, Inc.
|
3,934 | $5,438,204 | |
| 4 | MTSI |
MACOM Technology Solutions Holdings, Inc.
|
10,436 | $3,969,541 | |
| 5 | QCOM |
Qualcomm Inc/De
|
12,393 | $2,290,102 | |
| 6 | CRUS |
Cirrus Logic, Inc.
|
13,127 | $1,949,753 | |
| 7 | RMBS |
Rambus Inc
|
14,307 | $1,899,111 | |
| 8 | GFS |
GLOBALFOUNDRIES Inc.
|
9,284 | $765,094 |
All Filings in ADI
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,439,640 | 13,696 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $398,629 | 1,253 | Shares | Sole | 2026-05-15 | |
| 2025-09-30 | $1,006,141 | 4,095 | Shares | Sole | 2025-11-14 | |
| 2023-12-31 | $719,184 | 3,622 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $327,768 | 1,872 | Shares | Sole | 2023-11-14 | |
| 2021-12-31 | $21,543,777 | 122,568 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $1,331,466 | 7,950 | Shares | Sole | 2021-11-15 | |
| 2020-03-31 | $609,082 | 6,794 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||