FIRST MANHATTAN CO. LLC.

Position in ADI — Analog Devices Inc

CIK 728083 NEW YORK, NY

Position in ADI

as of Mar 31, 2026 · filed May 15, 2026 Compact

Position Value

$4,692,246

-$42,092 QoQ

Shares Held

14,749

-15.5% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

24 quarters on record

Voting authority Sole 0% Shared 100% None 0%

Technology · as of Mar 31, 2026

FIRST MANHATTAN CO. LLC. holds $1,431,158,464 across 13 Semiconductors names. ADI ranks #8 (0.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AVGO	Broadcom Inc.	2,183,157	$675,708,923
2	NVDA	Nvidia Corp	2,542,978	$443,495,363
3	INTC	Intel Corp	5,691,060	$251,146,477
4	TSM	Taiwan Semiconductor Manufacturing Co Ltd	58,232	$19,679,504
5	AMD	Advanced Micro Devices Inc	83,986	$17,085,271
6	QCOM	Qualcomm Inc/De	55,636	$7,164,804
7	TXN	Texas Instruments Inc	36,727	$7,130,179
8	ADI	Analog Devices Inc This page	14,749	$4,692,246

24 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$4,692,246	14,749	-15.5%	Shares	Sole	2026-05-15
2025-12-31	$4,734,338	17,457	-3.4%	Shares	Sole	2026-02-17
2025-09-30	$4,438,079	18,063	-1.8%	Shares	Sole	2025-11-14
2025-06-30	$4,380,044	18,402	-2.2%	Shares	Sole	2025-08-14
2025-03-31	$3,794,622	18,816	-16.2%	Shares	Sole	2025-05-15
2024-12-31	$4,769,302	22,448	-9.0%	Shares	Sole	2025-02-14
2024-09-30	$5,676,682	24,663	-5.7%	Shares	Sole	2024-11-14
2024-06-30	$5,970,825	26,158	-2.7%	Shares	Sole	2024-08-15
2024-03-31	$5,319,759	26,896	-0.7%	Shares	Sole	2024-05-15
2023-12-31	$5,380,181	27,096	-8.5%	Shares	Sole	2024-02-13
2023-09-30	$5,183,889	29,607	-3.8%	Shares	Sole	2023-11-14
2023-06-30	$5,994,888	30,773	-8.4%	Shares	Sole	2023-08-14
2023-03-31	$6,627,775	33,606	+17.1%	Shares	Sole	2023-05-15
2022-12-31	$4,707,989	28,702	-4.9%	Shares	Sole	2023-02-14
2022-09-30	$4,205,699	30,183	+6.7%	Shares	Sole	2022-11-14
2022-06-30	$4,132,155	28,285	+4.0%	Shares	Sole	2022-08-15
2022-03-31	$4,493,556	27,204	-3.6%	Shares	Sole	2022-05-16
2021-12-31	$4,960,756	28,223	+0.1%	Shares	Sole	2022-02-14
2021-09-30	$4,724,108	28,207	+1.2%	Shares	Sole	2021-11-15
2021-06-30	$4,799,304	27,877	-2.1%	Shares	Sole	2021-08-16
2020-12-31	$4,207,498	28,481	+0.1%	Shares	Sole	2021-02-16
2020-09-30	$3,322,653	28,462	+7.7%	Shares	Sole	2020-11-12
2020-06-30	$3,242,356	26,438	-1.6%	Shares	Sole	2020-08-14
2020-03-31	$2,407,909	26,859	—	Shares	Sole	2020-05-06
No filing history on record for this holder in this stock.