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Audinate (ASX:AD8), the developer of the Dante audio networking platform, has seen mixed sentiment as technology stocks fluctuate. In March 2026, Elston Asset Management noted Audinate was among its technology holdings that detracted from performance, pressured by higher interest rate expectations and concerns about AI. In January 2026, Lakehouse Capital reported Audinate was its top contributor, holding up better than most technology peers despite limited news, as it continued executing its longer-term strategy. Audinate operates in the Information Technology sector within the Electronic Equipment, Instruments and Components industry, and Thesis Tracker has captured 17 comments from 5 fund managers, including Elston and Lakehouse Capital. Founded in 2006 and headquartered in Surry Hills, Sydney, Audinate develops the Dante networking technology that distributes digital audio and video over computer networks, licensed to professional audio-visual manufacturers worldwide and used in venues, broadcasting and enterprise settings.
Company figures as of 15 Oct 2026. For information only.
Fund managers including Clime Investment Management, Elston Asset Management, Smallco Investment Manager, Lakehouse Capital and Longwave Capital have invested in Audinate Group Ltd (ASX:AD8).
Lakehouse Capital highlights Audinate's ongoing execution of its long-term strategy, including expansion of Dante into video and software products, which helped the shares outperform technology peers.
Elston notes Audinate's shares were pressured by higher interest rate expectations and concerns about AI disruption affecting technology stocks broadly.
Audinate Group Ltd., founded in 2006 and headquartered in Surry Hills, Australia, develops and commercializes audio-visual software and hardware. The company operates globally across Australia, the UK, Belgium, Hong Kong, and the USA. Audinate’s core offering is the Dante brand, which includes chips, modules, cards with embedded software, reference designs, and network management software. These products enable professional audio-visual networking solutions. As a developer of AV-over-IP technology, Audinate provides critical infrastructure for industry-standard network configuration and media distribution.
General information only. Thesis Tracker reports what named fund managers have published about ASX companies. It does not take into account your objectives, financial situation or needs, and is not financial product advice or a recommendation to buy, sell or hold any security.
11,356 comments from 164 managers on 761 companies, snapshot 15 Oct 2026.