Position in ADI
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$71,698,319
+$71,486,783 QoQ
Shares Held
180,523
+23044.0% QoQ
Ownership
0.037%
of shares outstanding
% of Portfolio
0.22%
of 13F equity value
Holder Rank
#9
of 227 holders
Holding Since
Dec 2025
2 quarters on record
Voting authority
Sole 0.0875234734632152.ToString("F0")%
Shared 0.ToString("F0")%
None 99.91247652653679.ToString("F0")%
Common Shares in ADI Over Time
Shares Held
Position Value (USD)
Position in Semiconductors
Technology · as of Jun 30, 2026Curated Wealth Partners LLC holds $1,148,368,192 across 19 Semiconductors names. ADI ranks #6 (6.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMD |
Advanced Micro Devices Inc
|
543,893 | $315,952,881 | |
| 2 | AVGO |
Broadcom Inc.
|
460,421 | $173,924,032 | |
| 3 | TXN |
Texas Instruments Inc
|
521,696 | $155,501,926 | |
| 4 | QCOM |
Qualcomm Inc/De
|
695,928 | $128,600,534 | |
| 5 | MU |
Micron Technology Inc
|
98,545 | $113,749,507 | |
| 6 | ADI |
Analog Devices Inc
This page
|
180,523 | $71,698,319 | |
| 7 | MPWR |
Monolithic Power Systems Inc
|
45,255 | $62,558,700 | |
| 8 | ALAB |
Astera Labs, Inc.
|
95,068 | $45,919,745 |
All Filings in ADI
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $71,698,319 | 180,523 | Shares | Sole | 2026-07-13 | |
| 2025-12-31 | $211,536 | 780 | Shares | Other | 2026-01-12 | |
| No filing history on record for this holder in this stock. | ||||||