Position in ALAB
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$55,271,389
+$3,863,987 QoQ
Shares Held
504,301
+63.2% QoQ
Ownership
0.294%
of shares outstanding
% of Portfolio
2.64%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2024
5 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in ALAB Over Time
Shares Held
Position Value (USD)
Position in Semiconductors
Technology · as of Mar 31, 2026Analog Century Management LP holds $908,349,934 across 11 Semiconductors names. ALAB ranks #9 (6.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NVDA |
Nvidia Corp
|
750,125 | $130,821,800 | |
| 2 | AVGO |
Broadcom Inc.
|
354,061 | $109,585,420 | |
| 3 | ARM |
Arm Holdings PLC /Uk
|
691,364 | $104,589,545 | |
| 4 | TSM |
Taiwan Semiconductor Manufacturing Co Ltd
|
302,885 | $102,359,985 | |
| 5 | MTSI |
MACOM Technology Solutions Holdings, Inc.
|
436,346 | $96,899,356 | |
| 6 | TSEM |
Tower Semiconductor Ltd
|
463,022 | $81,251,100 | |
| 7 | STM |
STMicroelectronics N.V.
|
2,334,005 | $80,639,872 | |
| 8 | SIMO |
Silicon Motion Technology CORP
|
538,748 | $60,496,012 |
All Filings in ALAB
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $55,271,389 | 504,301 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $51,407,402 | 309,013 | Shares | Sole | 2026-02-13 | |
| 2025-03-31 | $42,194,447 | 707,130 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $70,272,407 | 530,558 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $47,485,091 | 906,377 | Shares | Sole | 2024-11-14 | |
| No filing history on record for this holder in this stock. | ||||||