CIK 1753384
Analog Century Management LP
Institutional 13F holdings & portfolio
Holdings
24
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
2
Holdings
13F filings as of Dec 31, 2025 · Showing 1–24 of 24
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| NVDA | NVIDIA CORPORATION | 733K | $1M+ | SH |
| LITE | LUMENTUM HLDGS INC | 334K | $1M+ | SH |
| TSM | TAIWAN SEMICONDUCTOR MFG LTD | 394K | $1M+ | SH |
| NOK | NOKIA CORP | 16.1M | $1M+ | SH |
| AMAT | APPLIED MATLS INC | 404K | $1M+ | SH |
| MTSI | MACOM TECH SOLUTIONS HLDGS I | 606K | $1M+ | SH |
| MU | MICRON TECHNOLOGY INC | 360K | $1M+ | SH |
| CIEN | CIENA CORP | 429K | $1M+ | SH |
| APH | AMPHENOL CORP NEW | 728K | $1M+ | SH |
| AEIS | ADVANCED ENERGY INDS | 464K | $1M+ | SH |
| TSEM | TOWER SEMICONDUCTOR LTD | 811K | $1M+ | SH |
| AVGO | BROADCOM INC | 261K | $1M+ | SH |
| KLAC | KLA CORP | 72K | $1M+ | SH |
| FN | FABRINET | 173K | $1M+ | SH |
| CAMT | CAMTEK LTD | 694K | $1M+ | SH |
| MSI | MOTOROLA SOLUTIONS INC | 185K | $1M+ | SH |
| TEL | TE CONNECTIVITY PLC | 295K | $1M+ | SH |
| HPE | HEWLETT PACKARD ENTERPRISE C | 2.7M | $1M+ | SH |
| MPWR | MONOLITHIC PWR SYS INC | 71K | $1M+ | SH |
| ON | ON SEMICONDUCTOR CORP | 1.1M | $1M+ | SH |
| ALAB | ASTERA LABS INC | 309K | $1M+ | SH |
| ALGM | ALLEGRO MICROSYSTEMS INC | 1.9M | $1M+ | SH |
| OLED | UNIVERSAL DISPLAY CORP | 402K | $1M+ | SH |
| ST | SENSATA TECHNOLOGIES HLDG PL | 1.3M | $1M+ | SH |