Analog Century Management LP
Top Portfolio Positions
25 positions ·
$2,094,348,636 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| NVDA |
Nvidia Corp
Technology
|
750,125 | $130,821,800 | 6.25% | |
| LITE |
Lumentum Holdings Inc.
Technology
|
157,688 | $110,816,818 | 5.29% | |
| AVGO |
Broadcom Inc.
Technology
|
354,061 | $109,585,420 | 5.23% | |
| AKAM |
Akamai Technologies Inc
Technology
|
927,023 | $106,468,591 | 5.08% | |
| AEIS |
Advanced Energy Industries Inc
Industrials
|
324,651 | $104,768,124 | 5.00% | |
| ARM |
Arm Holdings PLC /Uk
Technology
|
691,364 | $104,589,545 | 4.99% | |
| TSM |
Taiwan Semiconductor Manufacturing Co Ltd
Technology
|
302,885 | $102,359,985 | 4.89% | |
| APH |
Amphenol Corp /De/
Technology
|
780,955 | $98,673,664 | 4.71% | |
| MTSI |
MACOM Technology Solutions Holdings, Inc.
Technology
|
436,346 | $96,899,356 | 4.63% | |
| MSI |
Motorola Solutions, Inc.
Technology
|
222,108 | $96,388,208 | 4.60% |
Portfolio Trend
22 quarters · across all stocks
Holdings in CAMT
Shares Held
Position Value (USD)
3 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2025-12-31 | $73,777,122 | 693,720 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $63,477,407 | 604,259 | Shares | Sole | 2025-11-17 | |
| 2025-06-30 | $52,320,908 | 618,743 | Shares | Sole | 2025-08-14 | |
| No 13F history on record for this holder in this stock. | ||||||