Analog Century Management LP
Position in HPE — Hewlett Packard Enterprise Co
CIK 1753384
NEW YORK, NY
Position in HPE
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$86,553,326
+$21,297,592 QoQ
Shares Held
3,635,167
+33.8% QoQ
Ownership
0.275%
of shares outstanding
% of Portfolio
4.13%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2025
3 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in HPE Over Time
Shares Held
Position Value (USD)
Position in Communication Equipment
Technology · as of Mar 31, 2026Analog Century Management LP holds $566,122,301 across 6 Communication Equipment names. HPE ranks #5 (15.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LITE |
Lumentum Holdings Inc.
|
157,688 | $110,816,818 | |
| 2 | MSI |
Motorola Solutions, Inc.
|
222,108 | $96,388,208 | |
| 3 | CIEN |
Ciena Corp
|
247,412 | $96,052,760 | |
| 4 | VIAV |
Viavi Solutions Inc.
|
2,762,418 | $91,933,271 | |
| 5 | HPE |
Hewlett Packard Enterprise Co
This page
|
3,635,167 | $86,553,326 | |
| 6 | NOK |
Nokia Corp
|
10,494,766 | $84,377,918 |
All Filings in HPE
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $86,553,326 | 3,635,167 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $65,255,734 | 2,716,725 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $61,449,414 | 2,502,012 | Shares | Sole | 2025-11-17 | |
| No filing history on record for this holder in this stock. | ||||||