Ensemble Capital acquired 296k Analog Devices shares worth $107M. That's 9.75% of their entire equity portfolio (4th largest holding). Ensemble Capital started to build up the position in Analog Devices in Q2 2023 and continued to invest until Q2 2024. Since then they sold 24.3k shares. The stake costed the investor $54.7M, netting the investor a gain of 96% so far.