Analog Century Management LP
- SEC CIK
- 0001753384
- Latest filing
- Aug 14, 2026
Holdings in Q2 2026
Holdings as of Jun 30, 2026, filed Aug 14, 2026. Long positions only; changes compare share counts with Q1 2026.
- Positions
- 25
- 0 vs. Q1 2026
- Portfolio value
- $2.73B
- +$637.7M (+30.4%) vs. Q1 2026
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| AMATApplied Materials Inc | Stock | 219,615 | $158.8M | 5.8% | −59,379−21.3% | Reduced | History |
| APHAmphenol Corp | CL A | 809,893 | $142.8M | 5.2% | +28,938+3.7% | Added | History |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 296,487 | $141.6M | 5.2% | −6,398−2.1% | Reduced | History |
| MUMicron Technology Inc | Stock | 119,129 | $137.5M | 5.0% | −24,881−17.3% | Reduced | History |
| NVDANVIDIA Corp | Stock | 677,694 | $135.6M | 5.0% | −72,431−9.7% | Reduced | History |
| ONTOOnto Innovation Inc. | COM | 333,422 | $126.2M | 4.6% | +333,422 | New | History |
| AEISAdvanced Energy Industries Inc | COM | 332,945 | $124.1M | 4.5% | +8,294+2.6% | Added | History |
| ALABAstera Labs, Inc. | Stock | 253,619 | $122.5M | 4.5% | −250,682−49.7% | Reduced | History |
| SIMOSilicon Motion Technology CORP | SPONSORED ADR | 362,502 | $120.8M | 4.4% | −176,246−32.7% | Reduced | History |
| ADIAnalog Devices Inc | Stock | 287,443 | $114.2M | 4.2% | +287,443 | New | History |
| MTSIMACOM Technology Solutions Holdings, Inc. | COM | 296,293 | $112.7M | 4.1% | −140,053−32.1% | Reduced | History |
| CIENCiena Corp | COM NEW | 226,198 | $111.0M | 4.1% | −21,214−8.6% | Reduced | History |
| TTMITTM Technologies Inc | COM | 585,401 | $109.5M | 4.0% | +585,401 | New | History |
| LITELumentum Holdings Inc. | COM | 127,088 | $109.0M | 4.0% | −30,600−19.4% | Reduced | History |
| VIAVViavi Solutions Inc. | COM | 2,267,067 | $108.3M | 4.0% | −495,351−17.9% | Reduced | History |
| HPEHewlett Packard Enterprise Co | COM | 2,342,236 | $105.7M | 3.9% | −1,292,931−35.6% | Reduced | History |
| MRVLMarvell Technology, Inc. | COM | 349,599 | $104.1M | 3.8% | −31,856−8.4% | Reduced | History |
| AVGOBroadcom Inc. | Stock | 260,516 | $98.4M | 3.6% | −93,545−26.4% | Reduced | History |
| NBISNebius Group N.V. | Stock | 356,181 | $98.4M | 3.6% | +356,181 | New | History |
| NSITInsight Enterprises Inc | COM | 771,966 | $94.0M | 3.4% | +771,966 | New | History |
| TSEMTower Semiconductor Ltd | SHS NEW | 359,758 | $93.8M | 3.4% | −103,264−22.3% | Reduced | History |
| STMSTMicroelectronics N.V. | NY REGISTRY | 1,030,699 | $77.2M | 2.8% | −1,303,306−55.8% | Reduced | History |
| SNDKSandisk Corp | COM | 28,939 | $65.8M | 2.4% | −4,413−13.2% | Reduced | History |
| FNFabrinet | SHS | 112,696 | $63.3M | 2.3% | −58,797−34.3% | Reduced | History |
| MSIMotorola Solutions, Inc. | Stock | 136,714 | $56.8M | 2.1% | −85,394−38.4% | Reduced | History |
Sold out since Q1 2026 (5)
Positions held at the end of Q1 2026 that are gone from this filing.
| Security | Class | Shares in Q1 2026 | Value in Q1 2026 | % of portfolio in Q1 2026 | History |
|---|---|---|---|---|---|
| AKAMAkamai Technologies Inc | COM | 927,023 | $106.5M | 5.1% | History |
| ARMArm Holdings PLC | ADR | 691,364 | $104.6M | 5.0% | History |
| NOKNokia Corp | SPONSORED ADR | 10,494,766 | $84.4M | 4.0% | History |
| LFUSLittelfuse Inc | COM | 153,997 | $52.3M | 2.5% | History |
| STSensata Technologies Holding plc | SHS | 1,468,566 | $51.7M | 2.5% | History |