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
22 quarters · across all stocks
Holdings in STM
Shares Held
Position Value (USD)
20 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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 13F history on record for this holder in this stock. | ||||||