Position in ADI
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$1,213,354
+$468,271 QoQ
Shares Held
3,055
+30.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#1,121
of 2,270 holders
Holding Since
Dec 2025
3 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, 202671 West Capital Partners holds $189,751,835 across 13 Semiconductors names. ADI ranks #8 (0.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NVDA |
Nvidia Corp
|
480,811 | $96,205,472 | |
| 2 | TSM |
Taiwan Semiconductor Manufacturing Co Ltd
|
107,833 | $51,497,805 | |
| 3 | AVGO |
Broadcom Inc.
|
52,562 | $19,855,295 | |
| 4 | MU |
Micron Technology Inc
|
5,980 | $6,902,654 | |
| 5 | AMD |
Advanced Micro Devices Inc
|
11,560 | $6,715,319 | |
| 6 | INTC |
Intel Corp
|
20,953 | $2,925,667 | |
| 7 | TXN |
Texas Instruments Inc
|
5,209 | $1,552,646 | |
| 8 | ADI |
Analog Devices Inc
This page
|
3,055 | $1,213,354 |
All Filings in ADI
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,213,354 | 3,055 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $745,083 | 2,342 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $459,955 | 1,696 | Shares | Sole | 2026-02-17 | |
| No filing history on record for this holder in this stock. | ||||||