Analog Century Management LP
13F Reported Value
ⓘ$2.1B
Holdings
25
Latest Filing
2026-03-31
Filing Quarter
Q1 2026
Portfolio Overview
Analog Century Management LP disclosed 25 positions worth $2.1B in its Form 13F-HR for Q1 2026, led by $NVDA (NVIDIA CORP) at 6.3% of the equity portfolio, followed by $LITE and $AVGO. During the quarter the fund opened 8 new positions and exited 7 — including a new stake in $AKAM and a full exit from $KLAC. The portfolio is most concentrated in Technology (90.8% of disclosed assets). All figures are sourced directly from Analog Century Management LP’s Form 13F-HR filing with the SEC under CIK 1753384.
AI Fund Analysis
DiversifyingSector Allocation
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q1 2026
Click any card to unlockTop Holdings
- 90.2#1
Quality
$130.8M750,125 sh - 63.4#685
Quality
$110.8M157,688 sh - 86.4#9
Quality
$109.6M354,061 sh - 62.0
Quality
$106.5M927,023 sh - 61.9
Quality
$104.8M324,651 sh - —
Quality
$104.6M691,364 sh - $102.4M302,885 sh
- 80.5
Quality
$98.7M780,955 sh - 70.6
Quality
$96.9M436,346 sh - 73.8
Quality
$96.4M222,108 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
 NVIDIA CORP$NVDA | 90.2#1 | $130.8M | 750,125 |
 Lumentum Holdings Inc.$LITE | 63.4#685 | $110.8M | 157,688 |
 Broadcom Inc.$AVGO | 86.4#9 | $109.6M | 354,061 |
 AKAMAI TECHNOLOGIES INC$AKAM | 62.0 | $106.5M | 927,023 |
 ADVANCED ENERGY INDUSTRIES INC$AEIS | 61.9 | $104.8M | 324,651 |
 ARM HOLDINGS PLC /UK$ARM | — | $104.6M | 691,364 |
 TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD$TSM | — | $102.4M | 302,885 |
 AMPHENOL CORP /DE/$APH | 80.5 | $98.7M | 780,955 |
 MACOM Technology Solutions Holdings, Inc.$MTSI | 70.6 | $96.9M | 436,346 |
 Motorola Solutions, Inc.$MSI | 73.8 | $96.4M | 222,108 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of Analog Century Management LP's 25 positions.
Showing top 10 of 25 holdings.
Sector Allocation
Technology
$1.9B
Industrials
$193.0M
Full Holdings — Analog Century Management LP (Q1 2026)
All 25 disclosed positions from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | $NVDA | NVIDIA CORP | $130.8M | 6.3% | +2% | 90.2 |
| 2 | $LITE | Lumentum Holdings Inc. | $110.8M | 5.3% | -53% | 63.4 |
| 3 | $AVGO | Broadcom Inc. | $109.6M | 5.2% | +36% | 86.4 |
| 4 | $AKAM | AKAMAI TECHNOLOGIES INC | $106.5M | 5.1% | NEW | 62 |
| 5 | $AEIS | ADVANCED ENERGY INDUSTRIES INC | $104.8M | 5.0% | -30% | 61.9 |
| 6 | $ARM | ARM HOLDINGS PLC /UK | $104.6M | 5.0% | NEW | — |
| 7 | $TSM | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | $102.4M | 4.9% | -23% | — |
| 8 | $APH | AMPHENOL CORP /DE/ | $98.7M | 4.7% | +7% | 80.5 |
| 9 | $MTSI | MACOM Technology Solutions Holdings, Inc. | $96.9M | 4.6% | -28% | 70.6 |
| 10 | $MSI | Motorola Solutions, Inc. | $96.4M | 4.6% | +20% | 73.8 |
| 11 |  $CIEN | CIENA CORP | $96.1M | 4.6% | -42% | 70.7 |
| 12 |  $AMAT | APPLIED MATERIALS INC /DE | $95.4M | 4.5% | -31% | 74.8 |
| 13 |  $VIAV | VIAVI SOLUTIONS INC. | $91.9M | 4.4% | NEW | 42.9 |
| 14 |  $FN | Fabrinet | $89.4M | 4.3% | -1% | 72.4 |
| 15 |  $HPE | Hewlett Packard Enterprise Co | $86.6M | 4.1% | +34% | 52.5 |
| 16 |  $NOK | NOKIA CORP | $84.4M | 4.0% | -35% | — |
| 17 |  $TSEM | TOWER SEMICONDUCTOR LTD | $81.3M | 3.9% | -43% | — |
| 18 |  $STM | STMicroelectronics N.V. | $80.6M | 3.9% | NEW | — |
| 19 |  $SIMO | Silicon Motion Technology CORP | $60.5M | 2.9% | NEW | — |
| 20 |  $ALAB | Astera Labs, Inc. | $55.3M | 2.6% | +63% | 77.7 |
| 21 |  $LFUS | LITTELFUSE INC /DE | $52.3M | 2.5% | NEW | 58.7 |
| 22 |  $ST | Sensata Technologies Holding plc | $51.7M | 2.5% | +14% | — |
| 23 |  $MU | MICRON TECHNOLOGY INC | $48.7M | 2.3% | -60% | 88.4 |
| 24 |  $MRVL | Marvell Technology, Inc. | $37.8M | 1.8% | NEW | 77.3 |
| 25 |  $SNDK | Sandisk Corp | $21.2M | 1.0% | NEW | 88.8 |
New Positions (8)
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