Position in ADI
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$27,238,510
+$26,664,064 QoQ
Shares Held
85,618
+3562.0% QoQ
Ownership
0.018%
of shares outstanding
% of Portfolio
1.04%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2025
2 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, 2026SIH Partners, LLLP holds $302,804,378 across 19 Semiconductors names. ADI ranks #5 (9.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NVDA |
Nvidia Corp
|
480,649 | $83,825,184 | |
| 2 | MU |
Micron Technology Inc
|
110,233 | $37,241,116 | |
| 3 | AVGO |
Broadcom Inc.
|
119,099 | $36,862,331 | |
| 4 | TXN |
Texas Instruments Inc
|
152,158 | $29,539,954 | |
| 5 | ADI |
Analog Devices Inc
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|
85,618 | $27,238,510 | |
| 6 | AMD |
Advanced Micro Devices Inc
|
116,444 | $23,688,202 | |
| 7 | TSM |
Taiwan Semiconductor Manufacturing Co Ltd
|
61,920 | $20,925,864 | |
| 8 | MPWR |
Monolithic Power Systems Inc
|
8,916 | $9,748,308 |
All Filings in ADI
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $27,238,510 | 85,618 | Shares | Other | 2026-05-15 | |
| 2025-09-30 | $574,446 | 2,338 | Shares | Other | 2025-11-14 | |
| No filing history on record for this holder in this stock. | ||||||