Findlay Park Partners LLP ADI Analog Devices Inc COM

Ownership history in Findlay Park Partners LLP  ·  47 quarters on record

AI Ownership Summary

Findlay Park Partners LLP reported Analog Devices Inc COM (ADI) in 47 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 1.45% in 2023 Q4. The latest visible filing shows ADI at 0.92% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this ADI ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Findlay Park Partners LLP's position in Analog Devices Inc COM, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

ADI was reported at 0.92% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.45% in 2023 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Findlay Park Partners LLP held ADI — position size vs. price
% of Fund (quarterly)    ADI price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 9 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 16.7% +17.7% 266,618 -53,300 -16.7% 0.92% $72.3M 2026-02-14 (Est.) $336.05
2025 Q3 REDUCED 319,918 -5,700 -1.8% 0.83% $78.6M 2025-11-12 $239.84
2025 Q2 REDUCED 51.8% +3.2% 325,618 -350,100 -51.8% 0.80% $77.5M 2025-08-13 $235.12
2025 Q1 ADDED 675,718 +189,000 +38.8% 1.40% $136.3M 2025-05-14 $223.41
2024 Q4 ADDED 486,718 +7,000 +1.5% 1.03% $103.4M 2025-02-14 $210.47
2024 Q3 REDUCED 479,718 -5,000 -1.0% 1.04% $110.4M 2024-11-04 $218.94
2024 Q2 REDUCED 33.9% +1.2% 484,718 -248,300 -33.9% 1.04% $110.6M 2024-08-13 $212.07
2024 Q1 REDUCED 733,018 -12,800 -1.7% 1.33% $145.0M 2024-04-30 $194.37
2023 Q4 REDUCED 745,818 -19,585 -2.6% 1.45% $148.1M 2024-02-07 $185.13
38 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About Findlay Park Partners LLP and ADI

These are the practical questions this page is built to answer before you even open the full history table.

How long has Findlay Park Partners LLP reported owning ADI?

Findlay Park Partners LLP reported ADI across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported ADI position in Findlay Park Partners LLP's portfolio?

The largest reported portfolio weight for ADI was 1.45% in 2023 Q4.

What is the latest reported ADI position on this page?

The most recent filing on this page is 2025 Q4, when Findlay Park Partners LLP reported 266,618 shares, equal to 0.92% of portfolio, with an estimated market value of $72.3M.

What does the chart on this ADI ownership page compare?

The chart compares Findlay Park Partners LLP's quarterly ADI portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Findlay Park Partners LLP time their ADI position?

Based on 13F filing dates vs. subsequent ADI price moves, Findlay Park Partners LLP correctly timed 14 out of 36 reported position changes (39%). The annualised alpha on ADI relative to SPY over the holding period was +2.6%.

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