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Disclosery

Palestra Capital Management LLC: ADI position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Palestra Capital Management LLC on ADI, newest first. How the timeline and the estimate are built.

Palestra Capital Management LLC held 566,948 ADI shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 566,948 shares
    Change vs previous 13F +77,803 shares

    7.63% of the 13F portfolio, value $225,174,737.

    13F-HR 0001214659-26-010411 filed by Palestra Capital Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 489,145 shares
    Change vs previous 13F not available

    6.11% of the 13F portfolio, value $155,616,590.

    13F-HR 0001214659-26-006485 filed by Palestra Capital Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).