Plato Investment Management Ltd ADI Analog Devices Inc

Ownership history in Plato Investment Management Ltd  ·  10 quarters on record

AI Ownership Summary

Plato Investment Management Ltd reported Analog Devices Inc (ADI) in 10 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 0.47% in 2026 Q1. The latest visible filing shows ADI at 0.47% 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.

What this ADI ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Plato Investment Management Ltd's position in Analog Devices Inc, 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
2026 Q1

ADI was reported at 0.47% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.47% in 2026 Q1

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 2026 Q1

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 Plato Investment Management Ltd 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 10 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED 22,027 +4,225 +23.7% 0.47% $7.0M 2026-05-05 $403.66
2025 Q4 REDUCED 17,802 -18 -0.1% 0.32% $4.9M 2026-02-04 $318.57
2025 Q3 ADDED 17,820 +721 +4.2% 0.29% $4.3M 2025-11-05 $233.79
2025 Q2 ADDED 17,099 +49 +0.3% 0.30% $4.1M 2025-08-05 $217.76
2025 Q1 ADDED 17,050 +3,597 +26.7% 0.29% $3.5M 2025-05-20 $220.51
2024 Q4 REDUCED 13,453 -559 -4.0% 0.21% $2.9M 2025-02-06 $203.26
2024 Q3 UNCHANGED 14,012 0% 0.26% $3.2M 2024-11-06 $220.35
2024 Q2 ADDED 14,012 +1,369 +10.8% 0.30% $3.2M 2024-08-09 $204.99
2024 Q1 ADDED 12,643 +11,369 +892.4% 0.26% $3.8M 2024-05-15 $208.47
2023 Q4 INITIATED 1,274 0.31% $253K 2024-02-13 $177.62

FAQ About Plato Investment Management Ltd and ADI

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

How long has Plato Investment Management Ltd reported owning ADI?

Plato Investment Management Ltd reported ADI across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported ADI position in Plato Investment Management Ltd's portfolio?

The largest reported portfolio weight for ADI was 0.47% in 2026 Q1.

What is the latest reported ADI position on this page?

The most recent filing on this page is 2026 Q1, when Plato Investment Management Ltd reported 22,027 shares, equal to 0.47% of portfolio, with an estimated market value of $7.0M.

What does the chart on this ADI ownership page compare?

The chart compares Plato Investment Management Ltd'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 Plato Investment Management Ltd time their ADI position?

Based on 13F filing dates vs. subsequent ADI price moves, Plato Investment Management Ltd correctly timed 4 out of 8 reported position changes (50%). The annualised alpha on ADI relative to SPY over the holding period was +20.4%.

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