Analog Century Management LP
CIK 1753384 · Holdings on Jun 30, 2026 · First reported Aug 14, 2026
Top ten holdings
Q2 2026- AMAT5.81%
- APH5.23%
- TSM5.18%
- MU5.03%
- NVDA4.96%
- ONTO4.62%
- AEIS4.54%
- ALAB4.48%
- SIMO4.42%
- ADI4.18%
Share classes counted separately48.45%
Portfolio value by quarter
What changed this quarter?
Within preview · weight change- MUWeight increased · +2.71 pp2.32% → 5.03%Shares -24.88K (-17.28%)
- MSIWeight decreased · -2.52 pp4.60% → 2.08%Shares -85.39K (-38.45%)
- MRVLWeight increased · +2.01 pp1.80% → 3.81%Shares -31.86K (-8.35%)
Weight = security value ÷ total reported holdings value. Changes are in percentage points; price moves also affect weights, so they are not trade sizes.
Top 10 holdings 25
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | AMATAPPLIED MATERIALS INC View history and evidence | $158.78M | 5.81% | 219.62K shares | 4.55% → 5.81%+1.26 pp -59.38K (-21.28%) | Reduced | ▾ |
| 02 | APHAMPHENOL CORP-CL ACL A View history and evidence | $142.80M | 5.23% | 809.89K shares | 4.71% → 5.23%+0.52 pp +28.94K (+3.71%) | Added | ▾ |
| 03 | TSMTAIWAN SEMICONDUCTOR-SP ADRSPONSORED ADR View history and evidence | $141.59M | 5.18% | 296.49K shares | 4.89% → 5.18%+0.29 pp -6.40K (-2.11%) | Reduced | ▾ |
| 04 | MUMICRON TECHNOLOGY INC View history and evidence | $137.51M | 5.03% | 119.13K shares | 2.32% → 5.03%+2.71 pp -24.88K (-17.28%) | Reduced | ▾ |
| 05 | NVDANVIDIA CORP View history and evidence | $135.60M | 4.96% | 677.69K shares | 6.25% → 4.96%-1.29 pp -72.43K (-9.66%) | Reduced | ▾ |
| 06 | ONTOONTO INNOVATION INC View history and evidence | $126.18M | 4.62% | 333.42K shares | Prior unavailable +333.42K | New | ▾ |
| 07 | AEISADVANCED ENERGY INDUSTRIES View history and evidence | $124.15M | 4.54% | 332.94K shares | 5.00% → 4.54%-0.46 pp +8.29K (+2.55%) | Added | ▾ |
| 08 | ALABASTERA LABS INC View history and evidence | $122.50M | 4.48% | 253.62K shares | 2.64% → 4.48%+1.84 pp -250.68K (-49.71%) | Reduced | ▾ |
| 09 | SIMOSILICON MOTION TECHNOL-ADRSPONSORED ADR View history and evidence | $120.83M | 4.42% | 362.50K shares | 2.89% → 4.42%+1.53 pp -176.25K (-32.71%) | Reduced | ▾ |
| 10 | ADIANALOG DEVICES INC View history and evidence | $114.16M | 4.18% | 287.44K shares | Prior unavailable +287.44K | New | ▾ |
Options overlay 0
No options reported this quarter.
Exited positions 5
| Security | Type | Shares out | Value out | Previous filing | This filing |
|---|---|---|---|---|---|
| AKAM AKAMAI TECHNOLOGIES INC | Non-derivative | -927,023 | -$106.47M | SEC filing ↗ | SEC filing ↗ |
| ARM ARM HOLDINGS PLC-ADR | Non-derivative | -691,364 | -$104.59M | SEC filing ↗ | SEC filing ↗ |
| NOK NOKIA CORP-SPON ADR | Non-derivative | -10,494,766 | -$84.38M | SEC filing ↗ | SEC filing ↗ |
3 / 5 preview exits. Up to 30 exit records are previewed. Exit means absent from the current filing; execution date, price and proceeds are unknown.
Every number has a source.
CIK 1753384 · Period 2026-06-30
Data loaded 2026-09-23 · First reported 2026-08-14
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 2732038915
}Take these holdings further.
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