Ami Asset Management 13F: New $578K Stake in Diodes (DIOD)
Key Points
- Ami Asset Management opened a brand-new stake in Diodes Incorporated by acquiring 5,968 shares valued at approximately $577,643.
- William Blair Investment Management grew its holdings in the semiconductor firm by 1,241,129 shares to end with 1,682,686 shares worth roughly $149.5 million.
- Diodes Incorporated trades recently around $88.84, with its next quarterly earnings report scheduled for November 5, 2026.
Since the filing, $DIOD is up 4.0% to date (from the $85.39 close on Oct 20, 2026).
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Ami Asset Management opened a brand-new position in Diodes Incorporated (NASDAQ:DIOD), purchasing 5,968 shares valued at about $577,643. The trade came to light in a Form 13F filing submitted to the Securities and Exchange Commission on October 20, 2026.
DIOD
Diodes Incorporated
Ami Asset Management vs. the S&P 500
Hypothetical returns from Ami Asset Management's disclosed trades, not real profit or advice. How we model this.
What Changed in Ami Asset Management's Diodes Incorporated Position
The fund initiated its stake during the quarter, acquiring 5,968 shares in total. Because this was a new buy with no prior shares held, the firm established a position valued at $577,643.
Other Institutional Activity in Diodes Incorporated
Other big money managers have been adjusting their portfolios around the semiconductor maker as well. William Blair Investment Management, LLC grew its holdings by 1,241,129 shares, a 281.1% increase, ending the period with 1,682,686 shares worth about $149,489,818.
Diodes Incorporated Stock Up 4.0%
The stock recently traded around $88.84, sitting below its 50-day moving average of $93.58 but above its 200-day moving average of $86.88. Shares have ranged from a 52-week low of $42.28 to a high of $125.99.
Recent Earnings
Diodes Incorporated reported trailing twelve-month revenue of $1.63 billion and earnings of $1.87 per share. The company posted a net profit margin of 5.3% alongside a return on equity of 4.7% and a year-over-year revenue growth rate of 21.7%. The company's next earnings update is scheduled for November 5, 2026.
Insider Buying and Selling at Diodes Incorporated
Company insiders made several stock dispositions prior to the filing. Chief Executive Officer Gary Yu sold 3,632 shares on May 27, 2026, at an average price of $110.08 for a total value of $399,811. Officer Emily S Yang sold 5,000 shares on May 27, 2026, valued at $545,280. Chief Technology Officer Francis Tang disposed of 15,330 shares on May 29, 2026, at an average price of $112.04 worth $1,717,621. Finally, officer Richard Dallas White sold 3,000 shares on May 29, 2026, for a total value of $318,500.
Analysts Set New Price Targets
Truist Securities maintained a Buy rating on the stock while lowering its price target from $139.00 to $133.00 on August 6, 2026. Overall, the company has a consensus recommendation of buy with three analyst opinions and a mean price target of $153.33.
About Diodes Incorporated
Diodes Incorporated designs and manufactures discrete, analog, and mixed-signal semiconductors. The Plano, Texas-based company serves markets in computing, consumer electronics, industrial, communications, and automotive applications worldwide.
Bottom Line
Institutional interest in Diodes Incorporated remains active ahead of the company's next earnings report. Investors will look to upcoming filings to see if other funds follow Ami Asset Management into the stock.
Related Filing Alerts
Source: Ami Asset Management's 13F filing on $DIOD (Oct 20, 2026). 13F filings show holdings as of the end of the reporting quarter and may not reflect the fund's current position. Written by software, not financial advice. How we make alerts