Francois Rochon's ADI Position Overview
Francois Rochon (via Giverny Capital Inc.) currently holds 93,310 shares of Analog Devices, Inc. (ADI) worth $37.06 M, representing 1.25% of the portfolio. First purchased in 1970-Q1, this long-term strategic position has been held for 226 quarters.
Based on 13F filings since 2013, Francois Rochon has maintained a long-term strategic position in ADI, representing a significant commitment to this investment thesis. Largest addition occurred in Q2 2023, adding 153,477 shares. Largest reduction occurred in Q4 2021, reducing 9.69 M shares.
Analysis based on 13F filings available since 2013 Q2
Francois Rochon's Analog Devices (ADI) Holding Value Over Time
Track share changes against reported price movement
Quarterly Analog Devices (ADI) Trades by Francois Rochon
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q2 2026 | -77,742 | Reduce 45.45% | 93,310 | $397.17 |
| Q1 2026 | -5,695 | Reduce 3.22% | 171,052 | $318.14 |
| Q4 2025 | +279 | Add 0.16% | 176,747 | $271.20 |
| Q3 2025 | +357 | Add 0.20% | 176,468 | $245.70 |
| Q2 2025 | +4,771 | Add 2.78% | 176,111 | $238.02 |
| Q1 2025 | -435 | Reduce 0.25% | 171,340 | $201.67 |
| Q4 2024 | -34,336 | Reduce 16.66% | 171,775 | $212.46 |
| Q3 2024 | +5,688 | Add 2.84% | 206,111 | $230.17 |
| Q2 2024 | +7,022 | Add 3.63% | 200,423 | $228.26 |
| Q1 2024 | +5,730 | Add 3.05% | 193,401 | $197.79 |
| Q4 2023 | +1,558 | Add 0.84% | 187,671 | $198.56 |
| Q3 2023 | +2,607 | Add 1.42% | 186,113 | $175.09 |
| Q2 2023 | +153,477 | Add 511.10% | 183,506 | $194.81 |
| Q1 2023 | +2,039 | Add 7.28% | 30,029 | $197.22 |
| Q4 2022 | +1,855 | Add 7.10% | 27,990 | $164.03 |
| Q3 2022 | +749 | Add 2.95% | 26,135 | $139.35 |
| Q2 2022 | +20,808 | Add 454.52% | 25,386 | $146.10 |
| Q4 2021 | +4,578 | New Buy | 4,578 | $175.84 |
| Q1 1970 | +9.7 M | Add 0.00% | 9.7 M | $3.82 |
Francois Rochon's Analog Devices Investment FAQs
Francois Rochon first purchased Analog Devices, Inc. (ADI) in Q1 1970, acquiring 9,697,464 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Francois Rochon has held Analog Devices, Inc. (ADI) for 226 quarters since Q1 1970.
Francois Rochon's largest addition to Analog Devices, Inc. (ADI) was in Q1 1970, adding 9,697,464 shares worth $37.06 M.
According to the latest 13F filing for Q2 2026, Francois Rochon's firm, Giverny Capital Inc., owns 93,310 shares of Analog Devices, Inc. (ADI), valued at approximately $37.06 M.
As of the Q2 2026 filing, Analog Devices, Inc. (ADI) represents approximately 1.25% of Francois Rochon's publicly disclosed stock portfolio, making it one of their key holdings.
Francois Rochon's peak holding in Analog Devices, Inc. (ADI) was 9,697,464 shares, as reported at the end of Q1 1970.