Quarterly Activity Chart
Adds vs. Reduces by Quarter
PaperPanda Equity Terminal
ADI —
ANALOG DEVICES INC
CUSIP: 032654105 · Held by 13 superinvestors · Combined value: $3,163,492,536
Latest News
Loading financials…
| # | Investor | % of Portfolio | Value ($) | Shares | Recent Activity | Share Change |
|---|---|---|---|---|---|---|
| 1 | Ken Griffin | 0.1% | $644,488,901 | 2,376,434 | ADD | +1,007,047 |
| 2 | William Von Mueffling | 3.2% | $588,176,391 | 2,168,792 | ADD | +16,274 |
| 3 | First Eagle Investment Mgmt | 1.0% | $549,404,898 | 2,025,829 | REDUCE | -4,822 |
| 4 | Steven Romick | 6.7% | $508,463,930 | 1,874,867 | REDUCE | -120,259 |
| 5 | AKO Capital | 5.2% | $338,460,000 | 1,248,009 | ADD | +24,862 |
| 6 | Tom Gayner | 2.2% | $277,504,044 | 1,023,245 | REDUCE | -144,426 |
| 7 | Jim Simons | 0.1% | $94,810,164 | 349,595 | REDUCE | -264,100 |
| 8 | Sarah Ketterer | 1.0% | $71,333,835 | 263,030 | REDUCE | -39,242 |
| 9 | Francois Rochon | 1.6% | $47,933,786 | 176,747 | ADD | +279 |
| 10 | Wallace Weitz | 2.1% | $36,015,360 | 132,800 | REDUCE | -6,500 |
| Investor | Activity | Share Change | % Change |
|---|---|---|---|
| AKO Capital | ADD | +24,862 | +2.0% |
| Francois Rochon | ADD | +279 | +0.2% |
| Ken Griffin | ADD | +1,007,047 | +73.5% |
| William Von Mueffling | ADD | +16,274 | +0.8% |
| Dodge & Cox | REDUCE | -10,030 | -32.6% |
| FPA Queens Road | REDUCE | -51 | -2.5% |
| First Eagle Investment Mgmt | REDUCE | -4,822 | -0.2% |
| Jim Simons | REDUCE | -264,100 | -43.0% |
| Ray Dalio | REDUCE | -33,595 | -92.6% |
| Sarah Ketterer | REDUCE | -39,242 | -13.0% |
| Steven Romick | REDUCE | -120,259 | -6.0% |
| Tom Gayner | REDUCE | -144,426 | -12.4% |
| Wallace Weitz | REDUCE | -6,500 | -4.7% |
| Investor | Activity | Share Change | % Change |
|---|---|---|---|
| Jim Simons | NEW BUY | +613,695 | New |
| Ray Dalio | NEW BUY | +36,263 | New |
| Francois Rochon | ADD | +357 | +0.2% |
| Ken Griffin | ADD | +288,687 | +26.7% |
| AKO Capital | REDUCE | -44,843 | -3.5% |
| FPA Queens Road | REDUCE | -6 | -0.3% |
| First Eagle Investment Mgmt | REDUCE | -214,182 | -9.5% |
| Sarah Ketterer | REDUCE | -53,332 | -15.0% |
| Steven Romick | REDUCE | -89,919 | -4.3% |
| Wallace Weitz | REDUCE | -1,700 | -1.2% |
| William Von Mueffling | REDUCE | -23,729 | -1.1% |
Who Owns ADI? Superinvestor Holdings
ANALOG DEVICES INC is held by 13 tracked superinvestors, with a combined position value of $3.2 billion . The largest positions are held by Ken Griffin (0.1% of portfolio), William Von Mueffling (3.2% of portfolio), First Eagle Investment Mgmt (1.0% of portfolio).
In the most recent quarter, 4 superinvestors added or initiated positions while 9 reduced or exited.