Analog Century Management LP
Position in HPE — Hewlett Packard Enterprise Co
CIK 1753384
NEW YORK, NY
Position in HPE
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$105,658,265
+$19,104,939 QoQ
Shares Held
2,342,236
-35.6% QoQ
Ownership
0.177%
of shares outstanding
% of Portfolio
4.08%
of 13F equity value
Holder Rank
#65
of 1,428 holders
Holding Since
Sep 2025
4 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in HPE Over Time
Shares Held
Position Value (USD)
Position in Communication Equipment
Technology · as of Jun 30, 2026Analog Century Management LP holds $490,699,490 across 5 Communication Equipment names. HPE ranks #4 (21.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CIEN |
Ciena Corp
|
226,198 | $110,963,690 | |
| 2 | LITE |
Lumentum Holdings Inc.
|
127,088 | $109,049,129 | |
| 3 | VIAV |
Viavi Solutions Inc.
|
2,267,067 | $108,252,449 | |
| 4 | HPE |
Hewlett Packard Enterprise Co
This page
|
2,342,236 | $105,658,265 | |
| 5 | MSI |
Motorola Solutions, Inc.
|
136,714 | $56,775,957 |
All Filings in HPE
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $105,658,265 | 2,342,236 | Shares | Sole | 2026-08-14 | |
| 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. | ||||||