Analog Century Management LP
CIK 1753384 · Holdings on Dec 31, 2025 · First reported Feb 13, 2026
Top ten holdings
Q4 2025- NVDA6.73%
- LITE6.06%
- TSM5.89%
- NOK5.13%
- AMAT5.11%
- MTSI5.11%
- MU5.05%
- CIEN4.93%
- APH4.84%
- AEIS4.78%
Share classes counted separately53.63%
Portfolio value by quarter
What changed this quarter?
Within preview · weight change- AMATWeight increased · +1.65 pp3.46% → 5.11%Shares +89.36K (+28.36%)
- FNWeight decreased · -1.58 pp5.46% → 3.88%Shares -105.63K (-37.87%)
- TSEMWeight increased · +1.10 pp3.59% → 4.69%Shares -113.73K (-12.29%)
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 24
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | NVDANVIDIA CORP View history and evidence | $136.69M | 6.73% | 732.95K shares | 7.55% → 6.73%-0.82 pp -21.15K (-2.80%) | Reduced | ↗▾ |
| 02 | LITELUMENTUM HOLDINGS INC View history and evidence | $123.09M | 6.06% | 333.95K shares | 5.99% → 6.06%+0.07 pp -351.76K (-51.30%) | Reduced | ↗▾ |
| 03 | TSMTAIWAN SEMICONDUCTOR-SP ADRSPONSORED ADS View history and evidence | $119.74M | 5.89% | 394.04K shares | 6.08% → 5.89%-0.19 pp -11.33K (-2.79%) | Reduced | ↗▾ |
| 04 | NOKNOKIA CORP-SPON ADRSPONSORED ADR View history and evidence | $104.24M | 5.13% | 16.11M shares | Prior unavailable +16.11M | New | ↗▾ |
| 05 | AMATAPPLIED MATERIALS INC View history and evidence | $103.94M | 5.11% | 404.44K shares | 3.46% → 5.11%+1.65 pp +89.36K (+28.36%) | Added | ↗▾ |
| 06 | MTSIMACOM TECHNOLOGY SOLUTIONS H View history and evidence | $103.82M | 5.11% | 606.17K shares | 4.58% → 5.11%+0.53 pp -78.61K (-11.48%) | Reduced | ↗▾ |
| 07 | MUMICRON TECHNOLOGY INC View history and evidence | $102.66M | 5.05% | 359.68K shares | Prior unavailable +359.68K | New | ↗▾ |
| 08 | CIENCIENA CORPCOM NEW View history and evidence | $100.28M | 4.93% | 428.79K shares | 5.61% → 4.93%-0.68 pp -288.95K (-40.26%) | Reduced | ↗▾ |
| 09 | APHAMPHENOL CORP-CL ACL A View history and evidence | $98.39M | 4.84% | 728.06K shares | 5.38% → 4.84%-0.54 pp -81.84K (-10.10%) | Reduced | ↗▾ |
| 10 | AEISADVANCED ENERGY INDUSTRIES View history and evidence | $97.13M | 4.78% | 463.94K shares | 4.27% → 4.78%+0.51 pp -3.36K (-0.72%) | Reduced | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 5
| Security | Type | Shares out | Value out | Previous filing | This filing |
|---|---|---|---|---|---|
| GLW CORNING INC | Non-derivative | -1,368,477 | -$112.26M | SEC filing ↗ | SEC filing ↗ |
| STM STMICROELECTRONICS NV-NY SHS | Non-derivative | -2,780,953 | -$78.59M | SEC filing ↗ | SEC filing ↗ |
| RMBS RAMBUS INC | Non-derivative | -631,343 | -$65.79M | 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 2025-12-31
Data loaded 2026-09-23 · First reported 2026-02-13
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 2032503334
}Take these holdings further.
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