LongADIOct 2026
Analog Devices, Inc.
Analog Devices is benefiting from rising semiconductor requirements across AI infrastructure, industrial applications and communications. The company reported record quarterly…
ADI
Which hedge funds are long ADI?
4 published ideas on Analog Devices, Inc. across 4 funds — 4 long and 0 short.
Analog Devices hedge fund investment theses
Each stock pitch below comes from a fund manager's own investor letter, not a 13F filing, so it carries the reasoning behind the portfolio position on Analog Devices: the full investment 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…
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…