Analog Century Management LP
Net seller this quarter
$2.73B
25
-$773M
48.5%
Holdings
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2026 | |||||
 AMAT | $159M | 5.81% | 0.03% | -21.3% | Q4 2020 |
 APH | $143M | 5.23% | 0.07% | +3.7% | Q3 2024 |
 TSM | $142M | 5.18% | 0.00% | -2.1% | Q4 2022 |
 MU | $138M | 5.03% | 0.01% | -17.3% | Q4 2020 |
 NVDA | $136M | 4.96% | 0.00% | -9.7% | Q4 2020 |
 ONTO | $126M | 4.62% | 0.68% | New | Q2 2026 |
 AEIS | $124M | 4.54% | 0.83% | +2.6% | Q3 2025 |
 ALAB | $123M | 4.48% | 0.15% | -49.7% | Q3 2024 |
 SIMO | $121M | 4.42% | 0.27% | -32.7% | Q1 2023 |
 ADI | $114M | 4.18% | 0.06% | Not reported | Q4 2020 |
 MTSI | $113M | 4.13% | 0.39% | -32.1% | Q4 2020 |
 CIEN | $111M | 4.06% | 0.16% | -8.6% | Q4 2020 |
 TTMI | $109M | 4.01% | 0.56% | New | Q2 2026 |
 LITE | $109M | 3.99% | 0.14% | -19.4% | Q4 2020 |
 VIAV | $108M | 3.96% | 0.92% | -17.9% | Q4 2020 |
 HPE | $106M | 3.87% | 0.18% | -35.6% | Q3 2025 |
 MRVL | $104M | 3.81% | 0.04% | -8.4% | Q4 2020 |
 AVGO | $98.4M | 3.60% | 0.01% | -26.4% | Q4 2020 |
 NBIS | $98.4M | 3.60% | 0.14% | New | Q2 2026 |
 NSIT | $94M | 3.44% | 2.62% | New | Q2 2026 |
 TSEM | $93.8M | 3.43% | 0.32% | -22.3% | Q4 2023 |
 STM | $77.2M | 2.83% | 0.12% | -55.8% | Q4 2020 |
 SNDK | $65.8M | 2.41% | 0.02% | -13.2% | Q1 2026 |
 FN | $63.3M | 2.32% | 0.31% | -34.3% | Q4 2020 |
 MSI | $56.8M | 2.08% | 0.08% | -38.5% | Q4 2024 |
| Q1 2026 | |||||
| NVDA | $131M | 6.25% | 0.00% | +2.3% | Q4 2020 |
| LITE | $111M | 5.29% | 0.22% | -52.8% | Q4 2020 |
| AVGO | $110M | 5.23% | 0.01% | +35.7% | Q4 2020 |
 AKAM | $106M | 5.08% | 0.64% | New | Q1 2026 |
| AEIS | $105M | 5.00% | 0.85% | -30.0% | Q3 2025 |
 ARM | $105M | 4.99% | 0.07% | New | Q1 2026 |
| TSM | $102M | 4.89% | 0.00% | -23.1% | Q4 2022 |
| APH | $98.7M | 4.71% | 0.06% | +7.3% | Q3 2024 |
| MTSI | $96.9M | 4.63% | 0.58% | -28.0% | Q4 2020 |
| MSI | $96.4M | 4.60% | 0.13% | +19.7% | Q4 2024 |
| CIEN | $96.1M | 4.59% | 0.18% | -42.3% | Q4 2020 |
| AMAT | $95.4M | 4.55% | 0.04% | -31.0% | Q4 2020 |
| VIAV | $91.9M | 4.39% | 1.18% | Not reported | Q4 2020 |
| FN | $89.4M | 4.27% | 0.48% | -1.0% | Q4 2020 |
| HPE | $86.6M | 4.13% | 0.27% | +33.8% | Q3 2025 |
 NOK | $84.4M | 4.03% | 0.18% | -34.9% | Q4 2025 |
| TSEM | $81.3M | 3.88% | 0.41% | -42.9% | Q4 2023 |
| STM | $80.6M | 3.85% | 0.26% | Not reported | Q4 2020 |
| SIMO | $60.5M | 2.89% | 0.40% | Not reported | Q1 2023 |
| ALAB | $55.3M | 2.64% | 0.29% | +63.2% | Q3 2024 |
 LFUS | $52.3M | 2.50% | 0.61% | New | Q1 2026 |
 ST | $51.7M | 2.47% | 1.01% | +14.3% | Q4 2023 |
| MU | $48.7M | 2.32% | 0.01% | -60.0% | Q4 2020 |
| MRVL | $37.8M | 1.80% | 0.04% | Not reported | Q4 2020 |
| SNDK | $21.2M | 1.01% | 0.02% | New | Q1 2026 |
| Q4 2025 | |||||
| NVDA | $137M | 6.73% | 0.00% | -2.8% | Q4 2020 |
| LITE | $123M | 6.06% | 0.47% | -51.3% | Q4 2020 |
| TSM | $120M | 5.89% | 0.00% | -2.8% | Q4 2022 |
| NOK | $104M | 5.13% | 0.28% | New | Q4 2025 |
| AMAT | $104M | 5.11% | 0.05% | +28.4% | Q4 2020 |
| MTSI | $104M | 5.11% | 0.81% | -11.5% | Q4 2020 |
| MU | $103M | 5.05% | 0.03% | Not reported | Q4 2020 |
| CIEN | $100M | 4.93% | 0.30% | -40.3% | Q4 2020 |
| APH | $98.4M | 4.84% | 0.06% | -10.1% | Q3 2024 |
| AEIS | $97.1M | 4.78% | 1.23% | -0.7% | Q3 2025 |
| TSEM | $95.3M | 4.69% | 0.72% | -12.3% | Q4 2023 |
| AVGO | $90.3M | 4.44% | 0.01% | -14.0% | Q4 2020 |
 KLAC | $87.1M | 4.28% | 0.05% | -18.8% | Q4 2020 |
| FN | $78.9M | 3.88% | 0.48% | -37.9% | Q4 2020 |
 CAMT | $73.8M | 3.63% | 1.51% | +14.8% | Q2 2025 |
| MSI | $71.1M | 3.50% | 0.11% | Not reported | Q4 2024 |
 TEL | $67M | 3.30% | 0.10% | New | Q4 2025 |
| HPE | $65.3M | 3.21% | 0.20% | +8.6% | Q3 2025 |
 MPWR | $64.1M | 3.15% | 0.15% | -8.9% | Q2 2021 |
 ON | $58.8M | 2.89% | 0.27% | -22.9% | Q4 2020 |
| ALAB | $51.4M | 2.53% | 0.18% | Not reported | Q3 2024 |
 ALGM | $49.9M | 2.45% | 1.02% | +60.9% | Q2 2023 |
 OLED | $46.9M | 2.31% | 0.85% | New | Q4 2025 |
| ST | $42.8M | 2.10% | 0.88% | +7.0% | Q4 2023 |
| Q3 2025 | |||||
| NVDA | $141M | 7.55% | 0.00% | -8.6% | Q4 2020 |
| TSM | $113M | 6.08% | 0.00% | -29.8% | Q4 2022 |
 GLW | $112M | 6.03% | 0.16% | +3.0% | Q2 2025 |
| LITE | $112M | 5.99% | 0.97% | -24.5% | Q4 2020 |
| CIEN | $105M | 5.61% | 0.51% | -20.2% | Q4 2020 |
| FN | $102M | 5.46% | 0.78% | -13.3% | Q4 2020 |
| APH | $100M | 5.38% | 0.07% | -14.1% | Q3 2024 |
| AVGO | $100M | 5.37% | 0.01% | -19.6% | Q4 2020 |
| KLAC | $95.2M | 5.11% | 0.07% | -2.1% | Q4 2020 |
| MTSI | $85.2M | 4.58% | 0.92% | +6.4% | Q4 2020 |
| AEIS | $79.5M | 4.27% | 1.24% | New | Q3 2025 |
| STM | $78.6M | 4.22% | 0.31% | +27.4% | Q4 2020 |
| MPWR | $71.4M | 3.84% | 0.16% | Not reported | Q2 2021 |
| ON | $69.4M | 3.73% | 0.34% | -4.6% | Q4 2020 |
| TSEM | $66.9M | 3.59% | 0.83% | +12.3% | Q4 2023 |
 RMBS | $65.8M | 3.53% | 0.59% | -23.7% | Q4 2024 |
| AMAT | $64.5M | 3.46% | 0.04% | Not reported | Q4 2020 |
| MRVL | $64.4M | 3.46% | 0.09% | -19.2% | Q4 2020 |
| CAMT | $63.5M | 3.41% | 1.32% | -2.3% | Q2 2025 |
| HPE | $61.4M | 3.30% | 0.19% | New | Q3 2025 |
 ARW | $41.4M | 2.22% | 0.66% | -6.2% | Q1 2024 |
| ST | $36.7M | 1.97% | 0.82% | +13.2% | Q4 2023 |
| ALGM | $34.3M | 1.84% | 0.63% | -14.3% | Q2 2023 |