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
21 quarters · across all stocks
Holdings in MPWR
Shares Held
Position Value (USD)
16 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2025-12-31 | $64,100,498 | 70,723 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $71,433,378 | 77,591 | Shares | Sole | 2025-11-17 | |
| 2024-09-30 | $96,000,080 | 103,840 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $66,551,971 | 80,995 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $37,322,454 | 55,095 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $21,883,650 | 34,693 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $14,022,162 | 30,351 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $20,117,084 | 37,238 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $18,835,320 | 37,630 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $9,123,138 | 25,800 | Shares | Sole | 2023-02-06 | |
| 2022-09-30 | $9,459,302 | 26,030 | Shares | Sole | 2022-10-21 | |
| 2022-06-30 | $9,504,990 | 24,750 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $13,040,508 | 26,850 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $10,655,928 | 21,600 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $9,839,004 | 20,300 | Shares | Sole | 2021-10-27 | |
| 2021-06-30 | $7,095,550 | 19,000 | Shares | Sole | 2021-08-05 | |
| No 13F history on record for this holder in this stock. | ||||||