← Top Holdings

ADIANALOG DEVICES INC

CUSIP: 032654105

12

Guru Owners

$1.75B

Total Value Held

6.5M

Total Shares

$608.1M
4.04%
$548.2M
7.68%
$325.5M
2.73%
$93.0M
0.83%
$64.2M
0.79%
$54.4M
1.99%
$33.8M
2.36%
$17.5M
0.08%
$6.4M
0.00%
$654K
0.02%
$328K
6.41%
$206K
0.00%

📊 Fundamentals

Market Cap$184.6B
P/E Ratio57.8x
Above market avg
Forward P/E25.6x
P/FCF47.7x
EPS (TTM)$6.56
Revenue (TTM)$12.7B
Profit Margin26.01%
Div Yield1.16%
Beta1.19

52-Week Range

$218.37
$445.91

Current: $379.03

Data from Yahoo Finance · refreshed every 4 hours

💡 Trades at 57.8x trailing earnings → 25.6x forward · 26.0% profit margin

📊 Holdings Over Time

How superinvestor ownership has changed across quarters

$0$468.7M$937.4M$1.41B$1.87BQ3 '23Q4 '23Q1 '24Q2 '24Q3 '24Q4 '24Q1 '25Q2 '25Q3 '25Q4 '25Q1 '26

Quarter-by-Quarter Activity

Q1 '2612 owners · $1.75B
REDUCEDWilliam Von Mueffling$608.1M
REDUCEDSteven Romick$548.2M
NEWDan Sundheim$93.0M
REDUCEDSarah Ketterer$64.2M
REDUCEDFrancois Rochon$54.4M
REDUCEDWallace Weitz$33.8M
INCREASEDRay Dalio$17.5M
REDUCEDDodge & Cox$6.4M
INCREASEDFPA Queens Road$654K
REDUCEDAKO Capital$328K
NEWMairs & Power$206K
Q4 '2510 owners · $1.87B
INCREASEDWilliam Von Mueffling$588.2M
REDUCEDSteven Romick$508.5M
INCREASEDAKO Capital$338.5M
REDUCEDTom Gayner$277.5M
REDUCEDSarah Ketterer$71.3M
INCREASEDFrancois Rochon$47.9M
REDUCEDWallace Weitz$36.0M
REDUCEDDodge & Cox$5.6M
REDUCEDRay Dalio$724K
REDUCEDFPA Queens Road$543K
Q3 '2510 owners · $1.78B
REDUCEDWilliam Von Mueffling$528.9M
REDUCEDSteven Romick$490.2M
REDUCEDAKO Capital$300.5M
REDUCEDSarah Ketterer$74.3M
INCREASEDFrancois Rochon$43.4M
REDUCEDWallace Weitz$34.2M
NEWRay Dalio$8.9M
REDUCEDFPA Queens Road$505K
Q2 '259 owners · $1.76B
REDUCEDWilliam Von Mueffling$518.0M
REDUCEDSteven Romick$496.3M
INCREASEDAKO Capital$301.8M
REDUCEDSarah Ketterer$84.6M
INCREASEDFrancois Rochon$41.9M
REDUCEDDodge & Cox$7.3M
INCREASEDFPA Queens Road$491K
Q1 '259 owners · $1.52B
NEWWilliam Von Mueffling$451.6M
REDUCEDSteven Romick$424.6M
INCREASEDAKO Capital$250.8M
NEWSarah Ketterer$85.5M
REDUCEDFrancois Rochon$34.6M
REDUCEDDodge & Cox$6.3M
REDUCEDFPA Queens Road$413K
Q4 '247 owners · $1.02B
INCREASEDSteven Romick$448.5M
INCREASEDAKO Capital$248.0M
REDUCEDFrancois Rochon$36.5M
REDUCEDDodge & Cox$6.6M
NEWFPA Queens Road$474K

💰 DCF Calculator

DCF model · 10-yr forecast

Estimates depend entirely on your assumptions. Adjust the inputs below to explore scenarios.

📊 Adjust the assumptions below to calculate an estimated fair value
Projection Period
Revenue Growth Rate
15%analyst est. 14.9%
0%100%
Growth Decay Rate
15%
0% (no decay)50% (fast decay)
Terminal Growth Rate
3.0%
0%5%
FCF Margin
30.4%current: 30.4%
1%50%
Discount Rate (WACC)
8.0%typical: 8% large caps · 10% growth
5%20%

Model: 10-year DCF · 3.0% terminal growth · Based on Yahoo Finance data

🏛️ Congressional Trades

ADI: Held by 12 superinvestors · 27 congress member trades

SELLJulie JohnsonD
$1,001 - $15,0002025-12-18
SELLJulie JohnsonD
$1,001 - $15,0002025-11-13
BUYRich McCormickR
$1,001 - $15,0002025-11-05
SELLRo KhannaD
$1,001 - $15,0002025-11-03
BUYRo KhannaD
$1,001 - $15,0002025-08-26
SELLJulie JohnsonD
$1,001 - $15,0002025-08-14
SELLRo KhannaD
$1,001 - $15,0002025-07-25
SELLSheldon WhitehouseD
$15,001 - $50,0002025-07-03
BUYRo KhannaD
$1,001 - $15,0002025-06-23
SELLShelley Moore CapitoR
$1,001 - $15,0002025-06-18
BUYRo KhannaD
$1,001 - $15,0002025-05-19
SELLJefferson ShreveR
$15,001 - $50,0002025-05-12
BUYThomas Kean JrR
$1,001 - $15,0002025-04-24
SELLRo KhannaD
$15,001 - $50,0002025-04-15
SELLDan NewhouseR
$1,001 - $15,0002025-04-11
SELLRo KhannaD
$1,001 - $15,0002025-04-09
BUYRob BresnahanR
$1,001 - $15,0002025-04-08
BUYJared MoskowitzD
$1,001 - $15,0002025-04-07
BUYJefferson ShreveR
$15,001 - $50,0002025-03-31
SELLRo KhannaD
$1,001 - $15,0002025-03-12