RKWD

ROCKWOOD RESEARCH · A CORPORATE FILINGS WEBSITE|STRAIGHT FROM THE SOURCE · SEC EDGAR|SPONSOREDYour message on this tape — bid on the Rockwood Ad Exchange · Rockwood Ad Exchange|

Rockwood Research

ADI

ANALOG DEVICES INC

Semiconductors & Related Devices · SIC 3674CIK 6281Held by 21 tracked managersEDGAR filings ↗10-K/10-Q ↗

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25 of 25 reported changes in each tracked manager’s latest 13F vs its prior quarter (Q2 2026). Every change is listed — no cap.

ManagerActionShare change% chgEnding % of 13F bookPosition size

Platinum Investment Management

Q2 2026Position history →

New+5,485—0.54%$2.2M

Maverick Capital

Q2 2026Position history →

New+2,704—0.01%$1.1M

Brave Warrior Advisors

Q2 2026Position history →

New+612—0.01%$0.2M

Infrastructure Capital Advisors

Q2 2026Position history →

New+589—0.02%$0.2M

Palestra Capital Management

Q2 2026Position history →

Add+77,803+15.9%7.6%$225.2M

Adage Capital Management

Q2 2026Position history →

Add+71,300+21.8%0.22%$158.5M

Bridgewater Associates

Q2 2026Position history →

Add+148,135+269.0%0.33%$80.7M

ThornTree Capital Partners

Q2 2026Position history →

Add+76,099+119.6%7.6%$55.5M

Light Street Capital Management

Q2 2026Position history →

Add+23+0.2%0.49%$4.2M

Q2 2026Position history →

Add+1,298+76.4%0.01%$1.2M

Glynn Capital Management

Q2 2026Position history →

Add+14+34.1%0.01%$<0.1M

First Pacific Advisors

Q2 2026Position history →

Trim(124,629)(7.2%)7.9%$634.9M

Q2 2026Position history →

Trim(23,574)(2.3%)3.0%$397.0M

Q2 2026Position history →

Trim(412,642)(40.1%)5.7%$245.0M

Lansdowne Partners (UK)

Q2 2026Position history →

Trim(89,526)(13.5%)9.4%$228.2M

Causeway Capital Management

Q2 2026Position history →

Trim(59,769)(29.6%)0.61%$56.4M

Giverny Capital

Q2 2026Position history →

Trim(77,742)(45.4%)1.2%$37.1M

Cantillon Capital Management

Q2 2026Position history →

Trim(1,823,477)(95.4%)5.3%$35.0M

Weitz Investment Management

Q2 2026Position history →

Trim(21,125)(19.9%)2.3%$33.8M

Q2 2026Position history →

Trim(811)(4.1%)<0.01%$7.6M

Q2 2026Position history →

Trim(139)(21.5%)<0.01%$0.2M

Holocene Advisors

Q2 2026Position history →

Exit(693,623)(100.0%)exited$220.7M

Capital Research Global Investors

Q2 2026Position history →

Exit(115,400)(100.0%)exited$36.7M

Renaissance Technologies

Q2 2026Position history →

Exit(74,395)(100.0%)exited$23.7M

First Eagle Investment Management

Q2 2026Position history →

Exit(48)(100.0%)exited$<0.1M

Changes compare each manager’s latest 13F with its prior quarter for the same CUSIP. “First observation” rows have no earlier stored filing to compare and are never counted as buys; “Split?” rows moved by a near-whole factor at an unchanged value and are treated as stock splits, not trades. Ending weight is the position after the change, not the size of the change.