Analog Century Management LP
- SEC CIK
- 0001753384
- 最新申報
- 2026/8/14
2026 年第 2 季持倉
持倉截至 2026/6/30，2026/8/14 申報。只含多頭部位，變化是跟 2026 年第 1 季比股數。
- 持股檔數
- 25
- 較 2026 年第 1 季 0
- 總值
- $27.3 億
- 較 2026 年第 1 季 +$6.38 億 (+30.4%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| AMATApplied Materials Inc | Stock | 219,615 | $1.59 億 | 5.8% | −59,379−21.3% | 減碼 | 歷史 |
| APHAmphenol Corp | CL A | 809,893 | $1.43 億 | 5.2% | +28,938+3.7% | 加碼 | 歷史 |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 296,487 | $1.42 億 | 5.2% | −6,398−2.1% | 減碼 | 歷史 |
| MUMicron Technology Inc | Stock | 119,129 | $1.38 億 | 5.0% | −24,881−17.3% | 減碼 | 歷史 |
| NVDANVIDIA Corp | Stock | 677,694 | $1.36 億 | 5.0% | −72,431−9.7% | 減碼 | 歷史 |
| ONTOOnto Innovation Inc. | COM | 333,422 | $1.26 億 | 4.6% | +333,422 | 新進 | 歷史 |
| AEISAdvanced Energy Industries Inc | COM | 332,945 | $1.24 億 | 4.5% | +8,294+2.6% | 加碼 | 歷史 |
| ALABAstera Labs, Inc. | Stock | 253,619 | $1.23 億 | 4.5% | −250,682−49.7% | 減碼 | 歷史 |
| SIMOSilicon Motion Technology CORP | SPONSORED ADR | 362,502 | $1.21 億 | 4.4% | −176,246−32.7% | 減碼 | 歷史 |
| ADIAnalog Devices Inc | Stock | 287,443 | $1.14 億 | 4.2% | +287,443 | 新進 | 歷史 |
| MTSIMACOM Technology Solutions Holdings, Inc. | COM | 296,293 | $1.13 億 | 4.1% | −140,053−32.1% | 減碼 | 歷史 |
| CIENCiena Corp | COM NEW | 226,198 | $1.11 億 | 4.1% | −21,214−8.6% | 減碼 | 歷史 |
| TTMITTM Technologies Inc | COM | 585,401 | $1.09 億 | 4.0% | +585,401 | 新進 | 歷史 |
| LITELumentum Holdings Inc. | COM | 127,088 | $1.09 億 | 4.0% | −30,600−19.4% | 減碼 | 歷史 |
| VIAVViavi Solutions Inc. | COM | 2,267,067 | $1.08 億 | 4.0% | −495,351−17.9% | 減碼 | 歷史 |
| HPEHewlett Packard Enterprise Co | COM | 2,342,236 | $1.06 億 | 3.9% | −1,292,931−35.6% | 減碼 | 歷史 |
| MRVLMarvell Technology, Inc. | COM | 349,599 | $1.04 億 | 3.8% | −31,856−8.4% | 減碼 | 歷史 |
| AVGOBroadcom Inc. | Stock | 260,516 | $9,841 萬 | 3.6% | −93,545−26.4% | 減碼 | 歷史 |
| NBISNebius Group N.V. | Stock | 356,181 | $9,837 萬 | 3.6% | +356,181 | 新進 | 歷史 |
| NSITInsight Enterprises Inc | COM | 771,966 | $9,403 萬 | 3.4% | +771,966 | 新進 | 歷史 |
| TSEMTower Semiconductor Ltd | SHS NEW | 359,758 | $9,377 萬 | 3.4% | −103,264−22.3% | 減碼 | 歷史 |
| STMSTMicroelectronics N.V. | NY REGISTRY | 1,030,699 | $7,719 萬 | 2.8% | −1,303,306−55.8% | 減碼 | 歷史 |
| SNDKSandisk Corp | COM | 28,939 | $6,580 萬 | 2.4% | −4,413−13.2% | 減碼 | 歷史 |
| FNFabrinet | SHS | 112,696 | $6,334 萬 | 2.3% | −58,797−34.3% | 減碼 | 歷史 |
| MSIMotorola Solutions, Inc. | Stock | 136,714 | $5,678 萬 | 2.1% | −85,394−38.4% | 減碼 | 歷史 |
2026 年第 1 季之後清倉（5 檔）
2026 年第 1 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2026 年第 1 季股數 | 2026 年第 1 季市值 | 2026 年第 1 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| AKAMAkamai Technologies Inc | COM | 927,023 | $1.06 億 | 5.1% | 歷史 |
| ARMArm Holdings PLC | ADR | 691,364 | $1.05 億 | 5.0% | 歷史 |
| NOKNokia Corp | SPONSORED ADR | 10,494,766 | $8,438 萬 | 4.0% | 歷史 |
| LFUSLittelfuse Inc | COM | 153,997 | $5,226 萬 | 2.5% | 歷史 |
| STSensata Technologies Holding plc | SHS | 1,468,566 | $5,172 萬 | 2.5% | 歷史 |