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 | $88.9M | 3.97% | -59,379 | 2026-06-30 |
| 2 | APH | Amphenol CL A Ord | 809.9K | $142.8M | $128.5M | 5.73% | +28.9K | 2026-06-30 |
| 3 | TSM | Taiwan Semiconductor Mnftg ADR 5 Ord | 296.5K | $141.6M | $126.0M | 5.62% | -6,398 | 2026-06-30 |
| 4 | MU | Micron Technology Ord | 119.1K | $137.5M | $106.7M | 4.76% | -24,881 | 2026-06-30 |
| 5 | NVDA | NVIDIA Ord | 677.7K | $135.6M | $146.7M | 6.54% | -72,431 | 2026-06-30 |
| 6 | ONTO | Onto Innovation Ord | 333.4K | $126.2M | $73.2M | 3.26% | -- | 2026-06-30 |
| 7 | AEIS | Advanced Energy Industries Ord | 332.9K | $124.1M | $79.8M | 3.56% | +8.3K | 2026-06-30 |
| 8 | ALAB | Astera Labs Ord | 253.6K | $122.5M | $72.2M | 3.22% | -250,682 | 2026-06-30 |
| 9 | SIMO | Silicon Motion Techno ADR Rep 4 Ord | 362.5K | $120.8M | $77.5M | 3.45% | -176,246 | 2026-06-30 |
| 10 | ADI | Analog Devices Ord | 287.4K | $114.2M | $114.1M | 5.09% | -- | 2026-06-30 |
| 11 | MTSI | Macom Technology Solutions Ord | 296.3K | $112.7M | $77.9M | 3.47% | -140,053 | 2026-06-30 |
| 12 | CIEN | Ciena Ord | 226.2K | $111.0M | $77.3M | 3.45% | -21,214 | 2026-06-30 |
| 13 | TTMI | Ttm Technologies Ord | 585.4K | $109.5M | $55.9M | 2.49% | -- | 2026-06-30 |
| 14 | LITE | Lumentum Holdings Ord | 127.1K | $109.0M | $104.5M | 4.66% | -30,600 | 2026-06-30 |
| 15 | VIAV | Viavi Solutions Ord | 2.27M | $108.3M | $78.7M | 3.51% | -495,351 | 2026-06-30 |
| 16 | HPE | Hewlett Packard Enterprise Ord | 2.34M | $105.7M | $131.4M | 5.86% | -1,292,931 | 2026-06-30 |
| 17 | MRVL | Marvell Technology Ord | 349.6K | $104.1M | $84.1M | 3.75% | -31,856 | 2026-06-30 |
| 18 | AVGO | Broadcom Ord | 260.5K | $98.4M | $87.1M | 3.88% | -93,545 | 2026-06-30 |
| 19 | — | Nebius CL A Ord | 356.2K | $98.4M | $98.4M | 4.39% | -- | 2026-06-30 |
| 20 | NSIT | Insight Enterprises Ord | 772.0K | $94.0M | $126.8M | 5.65% | -- | 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 | $47.2M | 2.10% | -1,303,306 | 2026-06-30 |
| 23 | SNDK | Sandisk Ord | 28.9K | $65.8M | $39.5M | 1.76% | -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 | $63.4M | 2.82% | -85,394 | 2026-06-30 |
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