LongADIJul 2026
Analog Devices, Inc.
Analog Devices is a leading analog and mixed-signal semiconductor supplier that benefited from strong demand across AI infrastructure, industrial automation and communications…
ADI
Which hedge funds are long ADI?
5 published ideas on Analog Devices, Inc. across 4 funds — 5 long and 0 short.
Each entry below comes from a hedge fund's own investor letter, not a 13F filing, so it carries the reasoning behind the position on Analog Devices, Inc.: the full thesis, the risks the manager flagged, the conviction level and the time horizon. Positions may have changed since the letter was written.
Funds with a position view
Long theses
LongADIJun 2026
Analog Devices
Analog Devices is held within the Compute Infrastructure theme. The fund believes AI has materially increased the scale and breadth of digital infrastructure investment, with…
LongADIJun 2026
Analog Devices, Inc.
Analog Devices is another holding tied to Artisan's Compute Infrastructure theme. The fund believes the current AI investment cycle is much larger than the prior…
LongADIJun 2026
Analog Devices, Inc.
Analog Devices is a named holding within the Compute Infrastructure theme and contributed meaningfully during Q2. Artisan sees AI infrastructure as a broad physical capital cycle…
LongADISep 2026
Analog Devices
Analog Devices is held as part of the Compute Infrastructure theme. The fund believes AI has transformed digital infrastructure demand into a much larger capital cycle centered…