Giverny Capital
ADI · Computer chips

Analog Devices

Makes chips that turn real-world signals like sound into data.
Sold some
Giverny Capital still owns 93,310 shares of Analog Devices, worth about $37 million, or $1 of every $100 they have in stocks. Between April and June they sold 77,742 shares (down 45%).
Mar 31
171,052
Jun 30
93,310

The numbers

Shares they own
93,310
Change since Mar 31
−77,742
−45.4%
Shares on Mar 31
171,052
Value on Jun 30, 2026
$37,059,933
about $37 million
Share of their money
1.2%
$1 of every $100 · 24th of 49
Price per share on Jun 30
$397.17
Value of the shares they sold
about $31 million
at the Jun 30 price
Kind
Shares
More about Analog Devices
The value uses the price on Jun 30, 2026. The fund may have paid a different price.
Not investment advice. Holdings come from public SEC reports and the funds’ own letters, and can be up to 4½ months old. How this works