Analog Century Management LP

Position in MU — Micron Technology Inc

CIK 1753384 NEW YORK, NY

Position in MU

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$137,509,413

+$88,857,075 QoQ

Shares Held

119,129

-17.3% QoQ

Ownership

0.011%

of shares outstanding

% of Portfolio

5.31%

of 13F equity value

Holder Rank

#366

of 3,871 holders

Holding Since

Dec 2020

9 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Jun 30, 2026

Analog Century Management LP holds $1,258,411,383 across 11 Semiconductors names. MU ranks #2 (10.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	TSM	Taiwan Semiconductor Manufacturing Co Ltd	296,487	$141,593,296
2	MU	Micron Technology Inc This page	119,129	$137,509,413
3	NVDA	Nvidia Corp	677,694	$135,599,792
4	ALAB	Astera Labs, Inc.	253,619	$122,503,049
5	SIMO	Silicon Motion Technology CORP	362,502	$120,832,791
6	ADI	Analog Devices Inc	287,443	$114,163,736
7	MTSI	MACOM Technology Solutions Holdings, Inc.	296,293	$112,700,968
8	MRVL	Marvell Technology, Inc.	349,599	$104,142,046

9 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$137,509,413	119,129	-17.3%	Shares	Sole	2026-08-14
2026-03-31	$48,652,338	144,010	-60.0%	Shares	Sole	2026-05-15
2025-12-31	$102,656,268	359,680	+294.4%	Shares	Sole	2026-02-13
2022-03-31	$7,103,568	91,200	-48.1%	Shares	Sole	2022-05-13
2021-12-31	$16,366,455	175,700	+57.4%	Shares	Sole	2022-02-14
2021-09-30	$7,923,852	111,635	-52.8%	Shares	Sole	2021-10-27
2021-06-30	$20,117,740	236,735	+1.0%	Shares	Sole	2021-08-05
2021-03-31	$20,666,279	234,285	+52.3%	Shares	Sole	2021-04-29
2020-12-31	$11,565,315	153,835	—	Shares	Sole	2021-02-16
No filing history on record for this holder in this stock.