Light Street Capital Management’s Analog Devices ADI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$3.34M Buy
10,500
+348
+3% +$111K 0.63% 21
2025
Q4
$2.75M Buy
10,152
+3,384
+50% +$850K 0.42% 22
2025
Q3
$1.66M Buy
6,768
+698
+11% +$168K 0.28% 26
2025
Q2
$1.44M Buy
+6,070
New +$1.26M 0.3% 24

Other funds holding ADI

Light Street Capital Management's ADI Position: Q1 2026 in Review

Light Street Capital Management increased its Analog Devices (ADI) stake by 3.4% in Q1 2026, buying an estimated $111K and bringing the position to 10,500 shares worth $3.34M. The position accounts for 0.63% of the portfolio, ranked #21.

Light Street Capital Management first reported a position in ADI in Q2 2025 and has held it in 4 quarters since. 2,107 funds tracked by Wall St. Rank hold ADI as of Q1 2026.

  • Light Street Capital Management held 10,500 shares of Analog Devices worth $3.34M as of Q1 2026.
  • Light Street Capital Management bought 348 Analog Devices shares in Q1 2026, an estimated $111K.
  • Analog Devices made up 0.63% of Light Street Capital Management's portfolio in Q1 2026, its #21 holding.
  • Light Street Capital Management first reported a position in Analog Devices in Q2 2025 and has held it in 4 quarters since.
  • 2,107 funds tracked by Wall St. Rank held Analog Devices as of Q1 2026.

Based on Light Street Capital Management's 13F filing for Q1 2026, filed 15 May 2026.