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 FN
Shares Held
Position Value (USD)
22 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $89,437,029 | 171,493 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $78,899,113 | 173,298 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $101,703,821 | 278,931 | Shares | Sole | 2025-11-17 | |
| 2025-06-30 | $94,832,149 | 321,814 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $64,926,474 | 328,725 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $69,627,640 | 316,662 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $60,523,674 | 255,979 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $39,598,943 | 161,767 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $29,835,861 | 157,845 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $24,174,003 | 127,011 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $26,398,273 | 158,434 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $21,794,513 | 167,805 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $12,256,625 | 103,205 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $13,752,236 | 107,255 | Shares | Sole | 2023-02-06 | |
| 2022-09-30 | $6,115,004 | 64,065 | Shares | Sole | 2022-10-21 | |
| 2022-06-30 | $6,168,871 | 76,065 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $7,502,602 | 71,365 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $7,933,343 | 66,965 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $8,453,487 | 82,465 | Shares | Sole | 2021-10-27 | |
| 2021-06-30 | $7,905,919 | 82,465 | Shares | Sole | 2021-08-05 | |
| 2021-03-31 | $9,371,273 | 103,676 | Shares | Sole | 2021-04-29 | |
| 2020-12-31 | $4,611,639 | 59,436 | Shares | Sole | 2021-02-16 | |
| No 13F history on record for this holder in this stock. | ||||||