Analog Century Management Lp
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$2.09B
Q ending 2026-03-31
Prior quarter
$2.03B
Q ending 2025-12-31
Change
+3.0% QoQ · +69.7% YoY
Positions
25
reported holdings
Largest positions
All 25 reported positions, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| Nvidia Corporation | NVDA | Shares | $130.8M | 750K |
| Lumentum Hldgs Inc | LITE | Shares | $110.8M | 158K |
| Broadcom Inc | AVGO | Shares | $109.6M | 354K |
| Akamai Technologies Inc | AKAM | Shares | $106.5M | 927K |
| Advanced Energy Inds | AEIS | Shares | $104.8M | 325K |
| Arm Holdings Plc | ARM | Shares | $104.6M | 691K |
| Taiwan Semiconductor Manufac | TSM | Shares | $102.4M | 303K |
| Amphenol Corp | APH | Shares | $98.7M | 781K |
| Macom Tech Solutions Hldgs I | MTSI | Shares | $96.9M | 436K |
| Motorola Solutions Inc | MSI | Shares | $96.4M | 222K |
| Ciena Corp | CIEN | Shares | $96.1M | 247K |
| Applied Matls Inc | AMAT | Shares | $95.4M | 279K |
| Viavi Solutions Inc | VIAV | Shares | $91.9M | 2.8M |
| Fabrinet | Shares | $89.4M | 171K | |
| Hewlett Packard Enterprise C | HPE | Shares | $86.6M | 3.6M |
| Nokia Corp | NOK | Shares | $84.4M | 10.5M |
| Tower Semiconductor Ltd | Shares | $81.3M | 463K | |
| Stmicroelectronics N V | STM | Shares | $80.6M | 2.3M |
| Silicon Motion Technology Co | SIMO | Shares | $60.5M | 539K |
| Astera Labs Inc | ALAB | Shares | $55.3M | 504K |
| Littelfuse Inc | LFUS | Shares | $52.3M | 154K |
| Sensata Technologies Hldg Pl | Shares | $51.7M | 1.5M | |
| Micron Technology Inc | MU | Shares | $48.7M | 144K |
| Marvell Technology Inc | MRVL | Shares | $37.8M | 381K |
| Sandisk Corp | SNDK | Shares | $21.2M | 33K |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.