Analog Century Management LP
25 holdingsFiling period: 2026-03-31Current AUM: $2.77Bestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | NVDA | NVIDIA CORPORATION | 750.1K | $130.8M | $150.6M | 5.44% | +17.2K | 2026-03-31 |
| 2 | LITE | LUMENTUM HLDGS INC | 157.7K | $110.8M | $112.6M | 4.07% | -176,261 | 2026-03-31 |
| 3 | AVGO | BROADCOM INC | 354.1K | $109.6M | $137.8M | 4.98% | +93.2K | 2026-03-31 |
| 4 | AKAM | AKAMAI TECHNOLOGIES INC | 927.0K | $106.5M | $106.8M | 3.86% | -- | 2026-03-31 |
| 5 | AEIS | ADVANCED ENERGY INDS | 324.7K | $104.8M | $94.0M | 3.40% | -139,288 | 2026-03-31 |
| 6 | ARM | ARM HOLDINGS PLC | 691.4K | $104.6M | $165.7M | 5.99% | -- | 2026-03-31 |
| 7 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | 302.9K | $102.4M | $122.4M | 4.43% | -91,153 | 2026-03-31 |
| 8 | APH | AMPHENOL CORP | 781.0K | $98.7M | $125.5M | 4.54% | +52.9K | 2026-03-31 |
| 9 | MTSI | MACOM TECH SOLUTIONS HLDGS I | 436.3K | $96.9M | $109.7M | 3.97% | -169,823 | 2026-03-31 |
| 10 | MSI | MOTOROLA SOLUTIONS INC | 222.1K | $96.4M | $96.8M | 3.50% | +36.6K | 2026-03-31 |
| 11 | CIEN | CIENA CORP | 247.4K | $96.1M | $93.3M | 3.37% | -181,375 | 2026-03-31 |
| 12 | AMAT | APPLIED MATLS INC | 279.0K | $95.4M | $141.6M | 5.12% | -125,448 | 2026-03-31 |
| 13 | VIAV | VIAVI SOLUTIONS INC | 2.76M | $91.9M | $102.1M | 3.69% | -- | 2026-03-31 |
| 14 | — | FABRINET | 171.5K | $89.4M | $89.4M | 3.23% | -1,805 | 2026-03-31 |
| 15 | HPE | HEWLETT PACKARD ENTERPRISE C | 3.64M | $86.6M | $174.1M | 6.30% | +918.4K | 2026-03-31 |
| 16 | NOK | NOKIA CORP | 10.49M | $84.4M | $95.9M | 3.47% | -5,617,139 | 2026-03-31 |
| 17 | — | TOWER SEMICONDUCTOR LTD | 463.0K | $81.3M | $81.3M | 2.94% | -348,448 | 2026-03-31 |
| 18 | STM | STMICROELECTRONICS N V | 2.33M | $80.6M | $122.3M | 4.42% | -- | 2026-03-31 |
| 19 | SIMO | SILICON MOTION TECHNOLOGY CO | 538.7K | $60.5M | $136.6M | 4.94% | -- | 2026-03-31 |
| 20 | ALAB | ASTERA LABS INC | 504.3K | $55.3M | $157.0M | 5.67% | +195.3K | 2026-03-31 |
| 21 | LFUS | LITTELFUSE INC | 154.0K | $52.3M | $68.1M | 2.46% | -- | 2026-03-31 |
| 22 | — | SENSATA TECHNOLOGIES HLDG PL | 1.47M | $51.7M | $51.7M | 1.87% | +183.7K | 2026-03-31 |
| 23 | MU | MICRON TECHNOLOGY INC | 144.0K | $48.7M | $118.5M | 4.29% | -215,670 | 2026-03-31 |
| 24 | MRVL | MARVELL TECHNOLOGY INC | 381.5K | $37.8M | $71.5M | 2.59% | -- | 2026-03-31 |
| 25 | SNDK | SANDISK CORP | 33.4K | $21.2M | $40.5M | 1.46% | -- | 2026-03-31 |
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