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 |
|---|---|---|---|---|
| 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
Holdings in TSEM
Shares Held
Position Value (USD)
10 of 10 shown
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $81,251,100 | 463,022 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $95,282,807 | 811,470 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $66,892,104 | 925,202 | Shares | Sole | 2025-11-17 | |
| 2025-06-30 | $35,700,805 | 823,548 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $28,181,349 | 790,279 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $40,870,042 | 793,439 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $38,954,863 | 880,137 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $24,215,549 | 616,015 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $21,967,685 | 656,732 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $13,643,477 | 447,034 | Shares | Sole | 2024-02-14 | |
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