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Disclosery

Varenne Capital Partners: ADI position timeline

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

Varenne Capital Partners held 70,156 ADI shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 70,156 shares
    Change vs previous 13F -10,888 shares

    4.67% of the 13F portfolio, value $27,844,356.

    13F-HR 0000945621-26-000997 filed by Varenne Capital Partners
    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 81,044 shares
    Change vs previous 13F +6,264 shares

    6.42% of the 13F portfolio, value $25,863,932.

    13F-HR 0000945621-26-000681 filed by Varenne Capital Partners
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-12-31
    13F 74,780 shares
    Change vs previous 13F not available

    4.22% of the 13F portfolio, value $20,289,505.

    13F-HR 0000945621-26-000325 filed by Varenne Capital Partners
    Filed (acceptance time not in the bulk data set), ingested

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