Position in STM
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$77,189,048
-$3,450,824 QoQ
Shares Held
1,030,699
-55.8% QoQ
Ownership
0.115%
of shares outstanding
% of Portfolio
2.98%
of 13F equity value
Holder Rank
#45
of 602 holders
Holding Since
Dec 2020
21 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in STM Over Time
Shares Held
Position Value (USD)
Position in Semiconductors
Technology · as of Jun 30, 2026Analog Century Management LP holds $1,258,411,383 across 11 Semiconductors names. STM ranks #11 (6.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TSM |
Taiwan Semiconductor Manufacturing Co Ltd
|
296,487 | $141,593,296 | |
| 2 | MU |
Micron Technology Inc
|
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 |
All Filings in STM
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $77,189,048 | 1,030,699 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $80,639,872 | 2,334,005 | Shares | Sole | 2026-05-15 | |
| 2025-09-30 | $78,589,731 | 2,780,953 | Shares | Sole | 2025-11-17 | |
| 2025-06-30 | $66,366,875 | 2,182,403 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $34,912,095 | 1,589,804 | Shares | Sole | 2025-05-15 | |
| 2024-09-30 | $43,037,058 | 1,447,597 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $46,735,265 | 1,189,798 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $37,388,244 | 864,668 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $25,644,753 | 511,565 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $18,641,106 | 431,907 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $19,564,786 | 391,374 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $19,131,982 | 357,674 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $12,960,783 | 364,374 | Shares | Sole | 2023-02-06 | |
| 2022-09-30 | $13,452,712 | 434,800 | Shares | Sole | 2022-10-21 | |
| 2022-06-30 | $12,027,834 | 382,200 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $15,667,250 | 362,500 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $22,895,392 | 468,400 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $19,027,043 | 436,100 | Shares | Sole | 2021-10-27 | |
| 2021-06-30 | $14,843,040 | 408,000 | Shares | Sole | 2021-08-05 | |
| 2021-03-31 | $8,382,771 | 218,700 | Shares | Sole | 2021-04-29 | |
| 2020-12-31 | $4,706,816 | 126,800 | Shares | Sole | 2021-02-16 | |
| No filing history on record for this holder in this stock. | ||||||