EdgeMarket › What Analog Century Management Lp reported owning
What Analog Century Management Lp reported owning
As filed on Form 13F for the quarter ending 2026-03-31, up to 45 days after that date. Long-only US-listed equity — shorts, bonds, cash and non-US listings are not on the form, so this is one leg of the book, not the book.
Reported value
2.1BPositions
25Quarter
2026-03-31Shown below
25largest by value
| holding | value | % of book | shares | price | 1y |
|---|---|---|---|---|---|
| NVDA NVIDIA CORP | 130.8M | 6.2% | 750.1K | 214.72 | +22.4% |
| LITE Lumentum Holdings Inc. | 110.8M | 5.3% | 157.7K | 866.71 | +647.9% |
| AVGO Broadcom Inc. | 109.6M | 5.2% | 354.1K | 368.45 | +26.5% |
| AKAM AKAMAI TECHNOLOGIES INC | 106.5M | 5.1% | 927.0K | 110.42 | +45.2% |
| AEIS ADVANCED ENERGY INDUSTRIES INC | 104.8M | 5.0% | 324.7K | 285.83 | +93.5% |
| ARM ARM HOLDINGS PLC /UK | 104.6M | 5.0% | 691.4K | 243.32 | +85.5% |
| TSM TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | 102.4M | 4.9% | 302.9K | 418.95 | +83.3% |
| APH AMPHENOL CORP /DE/ | 98.7M | 4.7% | 781.0K | 157.01 | +44.5% |
| MTSI MACOM Technology Solutions Holdings, Inc. | 96.9M | 4.6% | 436.3K | 266.61 | +120.1% |
| MSI Motorola Solutions, Inc. | 96.4M | 4.6% | 222.1K | 480.47 | +4.0% |
| CIEN CIENA CORP | 96.1M | 4.6% | 247.4K | 395.79 | +356.8% |
| AMAT APPLIED MATERIALS INC /DE | 95.4M | 4.6% | 279.0K | 492.32 | +205.9% |
| VIAV VIAVI SOLUTIONS INC. | 91.9M | 4.4% | 2.8M | 38.90 | +268.7% |
| FN Fabrinet | 89.4M | 4.3% | 171.5K | 436.67 | +55.8% |
| HPE Hewlett Packard Enterprise Co | 86.6M | 4.1% | 3.6M | 53.45 | +154.0% |
| NOK NOKIA CORP | 84.4M | 4.0% | 10.5M | 10.21 | +140.8% |
| TSEM TOWER SEMICONDUCTOR LTD | 81.3M | 3.9% | 463.0K | 222.59 | +344.7% |
| STM STMicroelectronics N.V. | 80.6M | 3.9% | 2.3M | 50.56 | +94.5% |
| SIMO Silicon Motion Technology CORP | 60.5M | 2.9% | 538.7K | 258.36 | +248.5% |
| ALAB Astera Labs, Inc. | 55.3M | 2.6% | 504.3K | 284.97 | +65.2% |
| LFUS LITTELFUSE INC /DE | 52.3M | 2.5% | 154.0K | 412.26 | +65.4% |
| ST Sensata Technologies Holding plc | 51.7M | 2.5% | 1.5M | 42.83 | +35.2% |
| MU MICRON TECHNOLOGY INC | 48.7M | 2.3% | 144.0K | 966.78 | +724.8% |
| MRVL Marvell Technology, Inc. | 37.8M | 1.8% | 381.5K | 237.04 | +232.8% |
| SNDK Sandisk Corp | 21.2M | 1.0% | 33.4K | 1,596.08 | +3494.8% |
A position that grew quarter on quarter may simply reflect a higher price: if the stock rose 40% and the manager did nothing, the reported value rose 40%. Reading that as accumulation is reading the price back to yourself. More on that →
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