← Top Holdings
ADIANALOG DEVICES INC
CUSIP: 032654105
10
Guru Owners
$1.87B
Total Value Held
6.9M
Total Shares
| Investor | Fund | Shares | Value▼ | % of Portfolio | Rpt Price | Period |
|---|---|---|---|---|---|---|
| Cantillon Capital Management | 2168792 | $588.2M | 3.18% | $271.20 | Q4 2025 | |
| First Pacific Advisors | 1874867 | $508.5M | 6.69% | $271.20 | Q4 2025 | |
| AKO Capital | 1248009 | $338.5M | 5.15% | $271.20 | Q4 2025 | |
| Markel Group | 1023245 | $277.5M | 2.21% | $271.20 | Q4 2025 | |
| Causeway Capital Management | 263030 | $71.3M | 0.98% | $271.20 | Q4 2025 | |
| Giverny Capital | 176747 | $47.9M | 1.60% | $271.20 | Q4 2025 | |
| Weitz Investment Management | 132800 | $36.0M | 2.14% | $271.20 | Q4 2025 | |
| Dodge & Cox | 20775 | $5.6M | 0.00% | $271.20 | Q4 2025 | |
| Bridgewater Associates | 2668 | $724K | 0.00% | $271.20 | Q4 2025 | |
| Bragg Financial Advisors | 2004 | $543K | 0.02% | $271.20 | Q4 2025 |
📊 Fundamentals
Market Cap$184.9B
P/E Ratio69.0x
Above market avg
Forward P/E28.8x
P/FCF44.7x
EPS (TTM)$5.49
Revenue (TTM)$11.8B
Profit Margin23.02%
Div Yield1.07%
Beta1.05
52-Week Range
$175.21
$385.46
Current: $378.64
Data from Yahoo Finance · refreshed every 4 hours
💡 Trades at 69.0x trailing earnings → 28.8x forward · 23.0% profit margin
📊 Holdings Over Time
How superinvestor ownership has changed across quarters
Quarter-by-Quarter Activity
Q4 '2510 owners · $1.87B
Q3 '2510 owners · $1.78B
Q2 '259 owners · $1.76B
Q1 '259 owners · $1.52B
Q4 '245 owners · $569.1M
Q3 '245 owners · $614.8M
💰 DCF Calculator
DCF model · 10-yr forecastEstimates 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
10%analyst est. 9.9%
0%100%
Growth Decay Rate
15%
0% (no decay)50% (fast decay)
Terminal Growth Rate
3.0%
0%5%
FCF Margin
35.2%current: 35.2%
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 10 superinvestors · 27 congress member trades
$1,001 - $15,0002025-12-18
$1,001 - $15,0002025-11-13
$1,001 - $15,0002025-11-05
$1,001 - $15,0002025-11-03
$1,001 - $15,0002025-08-26
$1,001 - $15,0002025-08-14
$1,001 - $15,0002025-07-25
$15,001 - $50,0002025-07-03
$1,001 - $15,0002025-06-23
$1,001 - $15,0002025-06-18
$1,001 - $15,0002025-05-19
$15,001 - $50,0002025-05-12
$1,001 - $15,0002025-04-24
$15,001 - $50,0002025-04-15
$1,001 - $15,0002025-04-11
$1,001 - $15,0002025-04-09
$1,001 - $15,0002025-04-08
$1,001 - $15,0002025-04-07
$15,001 - $50,0002025-03-31
$1,001 - $15,0002025-03-12