Position in ARM
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$104,589,545
New position
Shares Held
691,364
first reported quarter
Ownership
0.065%
of shares outstanding
% of Portfolio
5.24%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2026
1 quarter on record
Voting authority
Sole 100%
Shared 0%
None 0%
Position in Semiconductors
Technology · as of Jun 30, 2026Analog Century Management LP holds $1,258,411,383 across 11 Semiconductors names.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TSM |
Taiwan Semiconductor Manufacturing Co Ltd
|
296,487 | $141,593,296 | |
| 2 | MU |
Micron Technology Inc
|
119,129 | $137,509,413 | |
| 3 | NVDA |
Nvidia Corp
|
677,694 | $135,599,792 | |
| 4 | ALAB |
Astera Labs, Inc.
|
253,619 | $122,503,049 | |
| 5 | SIMO |
Silicon Motion Technology CORP
|
362,502 | $120,832,791 | |
| 6 | ADI |
Analog Devices Inc
|
287,443 | $114,163,736 | |
| 7 | MTSI |
MACOM Technology Solutions Holdings, Inc.
|
296,293 | $112,700,968 | |
| 8 | MRVL |
Marvell Technology, Inc.
|
349,599 | $104,142,046 |
All Filings in ARM
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $104,589,545 | 691,364 | Shares | Sole | 2026-05-15 | |
| No filing history on record for this holder in this stock. | ||||||