What smart money is saying about Analog Devices
3 funds in our archive have pitched Analog Devices — most recently MD SASS Concentrated Value in June 2026.
Analog Devices, Inc. (ADI) is a technology leader specializing in the conception, production, validation, and global marketing of integrated circuits (ICs), software solutions, and advanced subsystems. Their offerings leverage sophisticated analog, mixed-signal, and digital signal processing technologies. The company's comprehensive product lineup features data converters, which are critical for transforming real-world analog signals into digital data and subsequently converting digital data back into analog signals. They also provide power management and reference devices, essential for power conversion, driver supervision, system sequencing, and energy optimization in industries such as automotive, telecommunications, industrial applications, and premium consumer markets. These power ICs are supported by integrated performance, integration, and software design simulation tools for precise power supply development. ADI's portfolio further includes high-performance amplifiers, designed for conditioning analog signals, as well as radio frequency (RF) and microwave ICs that underpin cellular infrastructure. They also develop microelectromechanical systems (MEMS) technology, encompassing accelerometers for sensing acceleration, gyroscopes for measuring rotation, inertial measurement units (IMUs) for detecting multi-axis movement, broadband switches for radio and instrumentation systems, and isolators. Moreover, the company supplies digital signal processing (DSP) and system products engineered for rapid numeric calculations. Serving a wide array of clients across the industrial, automotive, consumer, instrumentation, aerospace, and communications sectors, Analog Devices distributes its products globally. This is accomplished via a multifaceted approach, including a direct sales force, authorized third-party distributors, independent sales representatives throughout the United States, the Americas, Europe, Japan, China, and other regions of Asia, in addition to its online platform. Analog Devices, Inc. was founded in 1965 and is headquartered in Wilmington, Massachusetts.
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Position history
Between Q1 2025 and Q2 2026, 10 fund letters reported a position in Analog Devices — 1 opened or added to the position, 4 trimmed or exited.
| Quarter | Letters | Bought | Sold | Theses |
|---|---|---|---|---|
| Q2 2026 | 8 | 1 | 4 | 1 |
| Q1 2026 | 2 | 0 | 0 | 1 |
| Q1 2025 | 0 | 0 | 0 | 1 |
Fund activity · 10 positions · 5 moves
- TrimmedIronvine Capital Partners Quarterly Investor LetterJune 2026
“As a result, we’ve been lowering our collective exposure in recent weeks. Specifically, we sold portions of our Applied Materials, Analog Devices, and Amphenol investments across Ironvine strategies during the second quarter.”
Analog Devices - June 2026
“While technology remained an important contributor, returns were generated across multiple sectors and investment themes. Taiwan Semiconductor, Applied Materials, Analog Devices, NVIDIA, Astera Labs and Seagate contributed meaningfully as part of our Compute Infrastructure theme.”
Analog Devices - June 2026
“We added to our holdings in Netflix (NFLX) and trimmed Alphabet (GOOG), Amazon (AMZN), Analog Devices (ADI), and TransDigm (TDG).”
Analog Devices - New positionMD SASS Concentrated ValueJune 2026
“During the quarter, we also exited our positions in Aon (AON), CBRE Group (CBRE), Danaher (DHR), Gildan Activewear (GIL), Quanta Services (PWR), and Synopsys (SNPS). We initiated new positions in Analog Devices (ADI), Flowserve (FLS), Knight-Swift Transportation (KNX), and TD SYNNEX (SNX) during Q2.”
Analog Devices - June 2026
“Portfolio performance was also notably broad-based. While technology remained an important contributor, returns were generated across multiple sectors and investment themes. Taiwan Semiconductor, Applied Materials, Analog Devices, NVIDIA, Astera Labs and Seagate contributed meaningfully as part of our Compute Infrastructure theme.”
Analog Devices - June 2026
“We reallocated capital away from several top contributors (Alphabet, Analog Devices, Bio- Techne) to manage position sizes at higher, less attractive prices.”
Analog Devices - June 2026
“We trimmed the Fund’s holdings of Analog Devices, Texas Instruments, and Alphabet at substantial gains to help manage position sizes after significant rallies in their stocks.”
Analog Devices - HoldsFPA Crescent FundJune 2026
“Analog Devices (“ADI”), a leading supplier of analog and mixed-signal semiconductors, benefited mostly from strong demand tied to AI infrastructure, industrial automation, and communications equipment.”
Analog Devices - March 2026
“Top Q1 portfolio contributors were Johnson & Johnson (JNJ), Linde (LIN) and Analog Devices (ADI).”
Analog Devices - March 2026
“Analog Devices (ADI) reported a strong quarter, with an improving outlook driven by a cyclical recovery in its core industrial and automotive markets, as well as solid demand for its AI-enabled solutions.”
Analog Devices
Also mentioned · 2
These funds discuss Analog Devices — as a competitor, benchmark or comparable — without disclosing a position in it.
- June 2026
“Analog Devices, the world's second-largest analog semiconductor manufacturer behind Texas Instruments, delivered another strong quarter as the industry's cyclical recovery combined with secular demand from AI infrastructure and industrial applications.”
Analog Devices - MentionedFPA Source CapitalJune 2026
“The following companies impacted portfolio performance but have not been recently discussed.5 Analog Devices (“ADI”), a leading supplier of analog and mixed-signal semiconductors, benefited mostly from strong demand tied to AI infrastructure, industrial automation, and communications equipment.”
Analog Devices
Fund coverage · 3 theses
- MD SASS Concentrated ValueJune 2026
Analog Devices is an analog semiconductor franchise with AI power, optical, and test exposure that could drive a durable earnings inflection.
Read the full thesis - Artisan U.S. Mid-Cap Value StrategyMarch 2026
Analog Devices Inc is a leading analog chipmaker benefiting from an improving cycle, strong margins, sticky customer relationships, and long product lifecycles that support durable compounding.
Read the full thesis - Aristotle Core EquityMarch 2025
Analog Devices is a leading semiconductor company focused on solving complex engineering challenges through innovative analog, mixed-signal, and digital signal processing solutions that enable growth in automotive electrification, automation, and IoT.
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