Universe · entity
Analog Century Management LP
Institutional manager (13F) · CIK 1753384
13F holdings · as of 2026-03-31 · top 25 · reported portfolio $2.1B
| # | Issuer | Value | Shares |
|---|---|---|---|
| 1 | NVIDIA CORPORATION | $131M | 750,125 |
| 2 | LUMENTUM HLDGS INC | $111M | 157,688 |
| 3 | BROADCOM INC | $110M | 354,061 |
| 4 | AKAMAI TECHNOLOGIES INC | $106M | 927,023 |
| 5 | ADVANCED ENERGY INDS | $105M | 324,651 |
| 6 | ARM HOLDINGS PLC | $105M | 691,364 |
| 7 | TAIWAN SEMICONDUCTOR MANUFAC | $102M | 302,885 |
| 8 | AMPHENOL CORP | $99M | 780,955 |
| 9 | MACOM TECH SOLUTIONS HLDGS I | $97M | 436,346 |
| 10 | MOTOROLA SOLUTIONS INC | $96M | 222,108 |
| 11 | CIENA CORP | $96M | 247,412 |
| 12 | APPLIED MATLS INC | $95M | 278,994 |
| 13 | VIAVI SOLUTIONS INC | $92M | 2,762,418 |
| 14 | FABRINET | $89M | 171,493 |
| 15 | HEWLETT PACKARD ENTERPRISE C | $87M | 3,635,167 |
| 16 | NOKIA CORP | $84M | 10,494,766 |
| 17 | TOWER SEMICONDUCTOR LTD | $81M | 463,022 |
| 18 | STMICROELECTRONICS N V | $81M | 2,334,005 |
| 19 | SILICON MOTION TECHNOLOGY CO | $60M | 538,748 |
| 20 | ASTERA LABS INC | $55M | 504,301 |
| 21 | LITTELFUSE INC | $52M | 153,997 |
| 22 | SENSATA TECHNOLOGIES HLDG PL | $52M | 1,468,566 |
| 23 | MICRON TECHNOLOGY INC | $49M | 144,010 |
| 24 | MARVELL TECHNOLOGY INC | $38M | 381,455 |
| 25 | SANDISK CORP | $21M | 33,352 |
Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.