Position in ADI
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$14,937,960
+$3,233,908 QoQ
Shares Held
37,611
+2.2% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
1.90%
of 13F equity value
Holder Rank
#467
of 2,270 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 15%
Shared 0%
None 85%
Common Shares in ADI Over Time
Shares Held
Position Value (USD)
Position in Semiconductors
Technology · as of Jun 30, 2026L. Roy Papp & Associates, LLP holds $68,666,247 across 10 Semiconductors names. ADI ranks #2 (21.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MRVL |
Marvell Technology, Inc.
|
111,672 | $33,265,972 | |
| 2 | ADI |
Analog Devices Inc
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|
37,611 | $14,937,960 | |
| 3 | NVDA |
Nvidia Corp
|
38,622 | $7,727,875 | |
| 4 | NXPI |
NXP Semiconductors N.V.
|
20,040 | $5,631,841 | |
| 5 | MCHP |
Microchip Technology Inc
|
27,177 | $2,478,542 | |
| 6 | INTC |
Intel Corp
|
14,956 | $2,088,306 | |
| 7 | SLAB |
Silicon Laboratories Inc.
|
7,809 | $1,706,735 | |
| 8 | AMD |
Advanced Micro Devices Inc
|
609 | $353,774 |
All Filings in ADI
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $14,937,960 | 37,611 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $11,704,052 | 36,789 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $10,470,760 | 38,609 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $9,506,870 | 38,693 | Shares | Sole | 2025-10-09 | |
| 2025-06-30 | $9,113,547 | 38,289 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $7,556,171 | 37,468 | Shares | Sole | 2025-04-10 | |
| 2024-12-31 | $7,819,590 | 36,805 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $8,360,925 | 36,325 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $8,304,327 | 36,381 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $7,312,494 | 36,971 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $7,414,031 | 37,339 | Shares | Sole | 2024-01-19 | |
| 2023-09-30 | $6,412,145 | 36,622 | Shares | Sole | 2023-10-19 | |
| 2023-06-30 | $7,077,642 | 36,331 | Shares | Sole | 2023-07-17 | |
| 2023-03-31 | $7,153,366 | 36,271 | Shares | Sole | 2023-05-05 | |
| 2022-12-31 | $6,185,243 | 37,708 | Shares | Sole | 2023-01-17 | |
| 2022-09-30 | $5,335,189 | 38,289 | Shares | Sole | 2022-10-21 | |
| 2022-06-30 | $5,324,980 | 36,450 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $6,288,402 | 38,070 | Shares | Sole | 2022-05-06 | |
| 2021-12-31 | $6,657,112 | 37,874 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $7,169,148 | 42,806 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 | $9,065,429 | 52,657 | Shares | Sole | 2021-08-09 | |
| 2021-03-31 | $8,380,057 | 54,037 | Shares | Sole | 2021-05-06 | |
| 2020-12-31 | $8,342,165 | 56,469 | Shares | Sole | 2021-02-10 | |
| 2020-09-30 | $6,552,966 | 56,133 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $6,897,028 | 56,238 | Shares | Sole | 2020-08-11 | |
| 2020-03-31 | $5,041,826 | 56,239 | Shares | Sole | 2020-05-05 | |
| No filing history on record for this holder in this stock. | ||||||