Palestra Capital Management’s Analog Devices ADI Stock Holding History
Bought
Maintained
Sold
Other funds holding ADI
Palestra Capital Management's ADI Position: Q2 2026 in Review
Palestra Capital Management increased its Analog Devices (ADI) stake by 16% in Q2 2026, buying an estimated $30.8M and bringing the position to 566,948 shares worth $225M. The position accounts for 7.63% of the portfolio, ranked #3.
Palestra Capital Management first reported a position in ADI in Q4 2020 and has held it in 3 quarters since. 2,263 funds tracked by Wall St. Rank hold ADI as of Q2 2026.
- Palestra Capital Management held 566,948 shares of Analog Devices worth $225M as of Q2 2026.
- Palestra Capital Management bought 77,803 Analog Devices shares in Q2 2026, an estimated $30.8M.
- Analog Devices made up 7.63% of Palestra Capital Management's portfolio in Q2 2026, its #3 holding.
- Palestra Capital Management first reported a position in Analog Devices in Q4 2020 and has held it in 3 quarters since.
- 2,263 funds tracked by Wall St. Rank held Analog Devices as of Q2 2026.
Based on Palestra Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.