Analog Century Management LP
25 holdingsFiling period: 2026-06-30Current AUM: $2.24Bestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | AMAT | APPLIED MATERIAL ORD | 219.6K | $158.8M | $92.5M | 4.12% | -59,379 | 2026-06-30 |
| 2 | APH | AMPHENOL CL A ORD | 809.9K | $142.8M | $125.8M | 5.60% | +28.9K | 2026-06-30 |
| 3 | TSM | TAIWAN SEMICONDUCTOR MNFTG ADR 5 ORD | 296.5K | $141.6M | $122.7M | 5.47% | -6,398 | 2026-06-30 |
| 4 | MU | MICRON TECHNOLOGY ORD | 119.1K | $137.5M | $110.5M | 4.92% | -24,881 | 2026-06-30 |
| 5 | NVDA | NVIDIA ORD | 677.7K | $135.6M | $143.8M | 6.41% | -72,431 | 2026-06-30 |
| 6 | ONTO | ONTO INNOVATION ORD | 333.4K | $126.2M | $81.4M | 3.63% | -- | 2026-06-30 |
| 7 | AEIS | ADVANCED ENERGY INDUSTRIES ORD | 332.9K | $124.1M | $83.4M | 3.72% | +8.3K | 2026-06-30 |
| 8 | ALAB | ASTERA LABS ORD | 253.6K | $122.5M | $64.0M | 2.85% | -250,682 | 2026-06-30 |
| 9 | SIMO | SILICON MOTION TECHNO ADR REP 4 ORD | 362.5K | $120.8M | $86.7M | 3.86% | -176,246 | 2026-06-30 |
| 10 | ADI | ANALOG DEVICES ORD | 287.4K | $114.2M | $103.9M | 4.63% | -- | 2026-06-30 |
| 11 | MTSI | MACOM TECHNOLOGY SOLUTIONS ORD | 296.3K | $112.7M | $71.1M | 3.17% | -140,053 | 2026-06-30 |
| 12 | CIEN | CIENA ORD | 226.2K | $111.0M | $75.6M | 3.37% | -21,214 | 2026-06-30 |
| 13 | TTMI | TTM TECHNOLOGIES ORD | 585.4K | $109.5M | $65.8M | 2.93% | -- | 2026-06-30 |
| 14 | LITE | LUMENTUM HOLDINGS ORD | 127.1K | $109.0M | $106.6M | 4.75% | -30,600 | 2026-06-30 |
| 15 | VIAV | VIAVI SOLUTIONS ORD | 2.27M | $108.3M | $76.5M | 3.41% | -495,351 | 2026-06-30 |
| 16 | HPE | HEWLETT PACKARD ENTERPRISE ORD | 2.34M | $105.7M | $130.9M | 5.83% | -1,292,931 | 2026-06-30 |
| 17 | MRVL | MARVELL TECHNOLOGY ORD | 349.6K | $104.1M | $77.5M | 3.45% | -31,856 | 2026-06-30 |
| 18 | AVGO | BROADCOM ORD | 260.5K | $98.4M | $88.4M | 3.94% | -93,545 | 2026-06-30 |
| 19 | — | NEBIUS CL A ORD | 356.2K | $98.4M | $98.4M | 4.38% | -- | 2026-06-30 |
| 20 | NSIT | INSIGHT ENTERPRISES ORD | 772.0K | $94.0M | $124.1M | 5.53% | -- | 2026-06-30 |
| 21 | — | TOWER SEMICONDUCTOR ORD | 359.8K | $93.8M | $93.8M | 4.18% | -103,264 | 2026-06-30 |
| 22 | STM | STMICROELECTRONICS ADR | 1.03M | $77.2M | $49.4M | 2.20% | -1,303,306 | 2026-06-30 |
| 23 | SNDK | SANDISK ORD | 28.9K | $65.8M | $44.3M | 1.97% | -4,413 | 2026-06-30 |
| 24 | — | FABRINET ORD | 112.7K | $63.3M | $63.3M | 2.82% | -58,797 | 2026-06-30 |
| 25 | MSI | MOTOROLA SOLUTIONS ORD | 136.7K | $56.8M | $64.1M | 2.86% | -85,394 | 2026-06-30 |
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