Francois Rochon's ADI Position Overview
Francois Rochon (via Giverny Capital Inc.) currently holds 176,747 shares of Analog Devices, Inc. (ADI) worth $47.93 M, representing 1.60% of the portfolio. First purchased in 2021-Q4, this medium-term investment has been held for 17 quarters.
Based on 13F filings, Francois Rochon has maintained a strategic position in ADI, demonstrating sustained confidence in this investment. Largest addition occurred in Q2 2023, adding 153,477 shares. Largest reduction occurred in Q4 2024, reducing 34,336 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 |
|---|---|---|---|---|
| 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 |
Francois Rochon's Analog Devices Investment FAQs
Francois Rochon first purchased Analog Devices, Inc. (ADI) in Q4 2021, acquiring 4,578 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 17 quarters since Q4 2021.
Francois Rochon's largest addition to Analog Devices, Inc. (ADI) was in Q2 2023, adding 183,506 shares worth $35.75 M.
According to the latest 13F filing for Q4 2025, Francois Rochon's firm, Giverny Capital Inc., owns 176,747 shares of Analog Devices, Inc. (ADI), valued at approximately $47.93 M.
As of the Q4 2025 filing, Analog Devices, Inc. (ADI) represents approximately 1.60% 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 206,111 shares, as reported at the end of Q3 2024.