Analog Century Management LP

Position in NVDA — Nvidia Corp

CIK 1753384 NEW YORK, NY

Position in NVDA

as of Mar 31, 2026 · filed May 15, 2026 Compact

Position Value

$130,821,800

-$5,873,188 QoQ

Shares Held

750,125

+2.3% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

6.25%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Dec 2020

22 quarters on record

Voting authority Sole 100.ToString("F0")% Shared 0.ToString("F0")% None 0.ToString("F0")%

Technology · as of Mar 31, 2026

Analog Century Management LP holds $908,349,934 across 11 Semiconductors names. NVDA ranks #1 (14.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NVDA	Nvidia Corp This page	750,125	$130,821,800
2	AVGO	Broadcom Inc.	354,061	$109,585,420
3	ARM	Arm Holdings PLC /Uk	691,364	$104,589,545
4	TSM	Taiwan Semiconductor Manufacturing Co Ltd	302,885	$102,359,985
5	MTSI	MACOM Technology Solutions Holdings, Inc.	436,346	$96,899,356
6	TSEM	Tower Semiconductor Ltd	463,022	$81,251,100
7	STM	STMicroelectronics N.V.	2,334,005	$80,639,872
8	SIMO	Silicon Motion Technology CORP	538,748	$60,496,012

22 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$130,821,800	750,125	+2.3%	Shares	Sole	2026-05-15
2025-12-31	$136,694,988	732,949	-2.8%	Shares	Sole	2026-02-13
2025-09-30	$140,699,978	754,100	-8.6%	Shares	Sole	2025-11-17
2025-06-30	$130,410,159	825,433	+1.8%	Shares	Sole	2025-08-14
2025-03-31	$87,897,914	811,016	+3.6%	Shares	Sole	2025-05-15
2024-12-31	$105,149,204	783,001	+1.4%	Shares	Sole	2025-02-14
2024-09-30	$93,736,014	771,871	+35.1%	Shares	Sole	2024-11-14
2024-06-30	$70,597,056	571,451	+869.7%	Shares	Sole	2024-08-14
2024-03-31	$5,324,679	58,930	-3.2%	Shares	Sole	2024-05-15
2023-12-31	$3,014,453	60,871	-18.8%	Shares	Sole	2024-02-14
2023-09-30	$3,261,903	74,988	+1.6%	Shares	Sole	2023-11-14
2023-06-30	$3,122,479	73,814	-34.9%	Shares	Sole	2023-08-14
2023-03-31	$3,147,578	113,316	+89.9%	Shares	Sole	2023-05-15
2022-12-31	$871,958	59,666	-24.4%	Shares	Sole	2023-02-06
2022-09-30	$958,616	78,970	+64.6%	Shares	Sole	2022-10-21
2022-06-30	$727,177	47,970	-28.7%	Shares	Sole	2022-08-10
2022-03-31	$1,835,529	67,270	-9.9%	Shares	Sole	2022-05-13
2021-12-31	$2,196,119	74,670	-0.9%	Shares	Sole	2022-02-14
2021-09-30	$1,561,364	75,370	+306.4%	Shares	Sole	2021-10-27
2021-06-30	$370,946	18,545	-26.0%	Shares	Sole	2021-08-05
2021-03-31	$334,308	25,045	+45.0%	Shares	Sole	2021-04-29
2020-12-31	$225,525	17,275	—	Shares	Sole	2021-02-16
No filing history on record for this holder in this stock.