Position in ADI
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$8,900,579
+$1,602,448 QoQ
Shares Held
22,410
-2.3% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
2.81%
of 13F equity value
Holder Rank
#565
of 2,270 holders
Holding Since
Jun 2025
5 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in ADI Over Time
Shares Held
Position Value (USD)
Position in Semiconductors
Technology · as of Jun 30, 2026LOM Asset Management Ltd holds $52,885,478 across 9 Semiconductors names. ADI ranks #4 (16.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AVGO |
Broadcom Inc.
|
42,601 | $16,092,527 | |
| 2 | NVDA |
Nvidia Corp
|
59,414 | $11,888,147 | |
| 3 | MU |
Micron Technology Inc
|
9,168 | $10,582,530 | |
| 4 | ADI |
Analog Devices Inc
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|
22,410 | $8,900,579 | |
| 5 | TSM |
Taiwan Semiconductor Manufacturing Co Ltd
|
5,343 | $2,551,656 | |
| 6 | QCOM |
Qualcomm Inc/De
|
9,341 | $1,726,123 | |
| 7 | TXN |
Texas Instruments Inc
|
1,655 | $493,305 | |
| 8 | AMD |
Advanced Micro Devices Inc
|
820 | $476,346 |
All Filings in ADI
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $8,900,579 | 22,410 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $7,298,131 | 22,940 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $6,243,566 | 23,022 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $5,650,362 | 22,997 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $5,292,850 | 22,237 | Shares | Sole | 2025-11-19 | |
| No filing history on record for this holder in this stock. | ||||||