What Makes Analog Devices (ADI) an Attractive Bet?
Aristotle Atlantic Partners, LLC, an investment advisor, released its “Core Equity Strategy” first quarter 2025 investor letter. A copy of the letter can be downloaded here.
No. | Hedge Fund | Shares | Value | Activity | % Port |
---|---|---|---|---|---|
1. | First Pacific Advisors LLC Robert Rodriguez And Steven Romick | 2,105,456 | $424,607,312 | -1% | 6.81% |
2. | Markel Gayner Asset Management Tom Gayner | 1,167,671 | $235,484,210 | 2.09% | |
3. | Impax Asset Management Ian Simm | 410,189 | $81,889,919 | -69% | 0.49% |
4. | Bourgeon Capital John Zaro | 11,859 | $2,391,605 | +18% | 0.51% |
5. | Lee Munder Capital Group Lee Munder | 4,222 | $851,451 | -6% | 0.06% |
Insider | Price | Amount | Relationship | Remaining Holdings | Date | Form 4 |
---|---|---|---|---|---|---|
$139.12 | 1 | Director | 27,677 | 2022-10-10 | Filing | |
$163.98 | 2 | Director | 27,676 | 2022-01-20 | Filing | |
$187.60 | 2 | Director | 27,676 | 2021-11-16 | Filing | |
$144.16 | 3,650 | Director | 104,008 | 2022-06-17 | Filing | |
$165.01 | 1 | Director | 100,358 | 2021-10-06 | Filing |
Insider | Price | Amount | Relationship | Remaining Holdings | Date | Form 4 |
---|---|---|---|---|---|---|
$196.84 | 10,000 | Officer, Director | 142,996 | 2025-05-01 | Filing | |
$177.03 | 159 | Director | 183,196 | 2025-04-16 | Filing | |
$176.03 | 1,050 | Director | 183,355 | 2025-04-16 | Filing | |
$175.21 | 1,039 | Director | 184,405 | 2025-04-16 | Filing | |
$173.51 | 412 | Director | 185,444 | 2025-04-16 | Filing |
No. | Name | Shares | Value | % Port |
---|---|---|---|---|
1. | 39,385,611 | $7,942,896,080 | 0.17% | |
2. | 10,233,477 | $2,063,785,306 | 0.69% | |
3. | 3,209,632 | $647,286,543 | 0.13% | |
4. | 1,672,407 | $337,274,328 | 0.11% | |
5. | 1,670,391 | $336,867,753 | 0.24% |