Institutions / Analog Century Management LP
Analog Century Management LP
CIK 1753384 · Institution · as of Dec 31, 2025
Portfolio value
$2.03B
Positions
24
As of
Dec 31, 2025
Top holdings
Dec 31, 2025
| Company | Value | % of portfolio |
|---|---|---|
| NVIDIA Corp | $136.69M | 6.7% |
| Lumentum Hldgs Inc | $123.09M | 6.1% |
| Taiwan Semiconductor Manufacturing Co LtdTSM | $119.74M | 5.9% |
| Nokia Corp | $104.24M | 5.1% |
| Applied Materials Inc /De | $103.94M | 5.1% |
| MACOM Technology Solutions Holdings, Inc. | $103.82M | 5.1% |
| Micron Technology Inc | $102.66M | 5.1% |
| Ciena Corp | $100.28M | 4.9% |
| Amphenol Corp /De | $98.39M | 4.8% |
| Advanced Energy Industries Inc | $97.13M | 4.8% |
| Tower Semiconductor Ltd | $95.28M | 4.7% |
| Broadcom Inc. | $90.30M | 4.4% |
| Kla Corp | $87.06M | 4.3% |
| Fabrinet | $78.90M | 3.9% |
| Camtek Ltd. | $73.77M | 3.6% |
| Motorola Solutions, Inc. | $71.10M | 3.5% |
| TE Connectivity PLC | $67.02M | 3.3% |
| Hewlett Packard Enterprise Co | $65.26M | 3.2% |
| Monolithic Power Systems Inc | $64.10M | 3.2% |
| ON Semiconductor Corp | $58.77M | 2.9% |
| Astera Labs, Inc. | $51.41M | 2.5% |
| Allegro Microsystems Inc | $49.86M | 2.5% |
| Universal Display Corp | $46.91M | 2.3% |
| Sensata Technologies Holding plc | $42.77M | 2.1% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.