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Analog Century Management LP
Period ended Jun 30, 2026 · Latest filing Aug 14, 2026
These quarterly holdings are delayed and may not include all assets or short positions.
Values are from the reporting date, not current prices or purchase costs.
The same security may appear in multiple rows.
Source: SEC
Reported portfolio value
Quarter-end reported holdings; not current value or investment performance.
View reported values
- Jun 30, 2026: $2,732,038,915
More quarters will appear as history becomes available.
Top holdings
Top 10 at Jun 30, 2026. Matching entries are combined; security classes and options remain separate. Shares exclude principal amounts; option shares reflect the reported underlying amount.
View top holdings values
- APPLIED MATERIAL ORD · COM · 038222105 · shares: $158,781,645
- AMPHENOL CL A ORD · CL A · 032095101 · shares: $142,800,334
- TAIWAN SEMICONDUCTOR MNFTG ADR 5 ORD · SPONSORED ADR · 874039100 · shares: $141,593,297
- MICRON TECHNOLOGY ORD · COM · 595112103 · shares: $137,509,413
- NVIDIA ORD · COM · 67066G104 · shares: $135,599,792
- ONTO INNOVATION ORD · COM · 683344105 · shares: $126,183,556
- ADVANCED ENERGY INDUSTRIES ORD · COM · 007973100 · shares: $124,145,202
- ASTERA LABS ORD · COM · 04626A103 · shares: $122,503,049
- SILICON MOTION TECHNO ADR REP 4 ORD · SPONSORED ADR · 82706C108 · shares: $120,832,792
- ANALOG DEVICES ORD · COM · 032654105 · shares: $114,163,736
Reported holdings
25 reported entries| Issuer | Class | CUSIP | Type | Shares / principal | Reported value (USD) |
|---|---|---|---|---|---|
| APPLIED MATERIAL ORD | COM | 038222105 | — | 219,615 shares | $158,781,645 |
| AMPHENOL CL A ORD | CL A | 032095101 | — | 809,893 shares | $142,800,334 |
| TAIWAN SEMICONDUCTOR MNFTG ADR 5 ORD | SPONSORED ADR | 874039100 | — | 296,487 shares | $141,593,297 |
| MICRON TECHNOLOGY ORD | COM | 595112103 | — | 119,129 shares | $137,509,413 |
| NVIDIA ORD | COM | 67066G104 | — | 677,694 shares | $135,599,792 |
| ONTO INNOVATION ORD | COM | 683344105 | — | 333,422 shares | $126,183,556 |
| ADVANCED ENERGY INDUSTRIES ORD | COM | 007973100 | — | 332,945 shares | $124,145,202 |
| ASTERA LABS ORD | COM | 04626A103 | — | 253,619 shares | $122,503,049 |
| SILICON MOTION TECHNO ADR REP 4 ORD | SPONSORED ADR | 82706C108 | — | 362,502 shares | $120,832,792 |
| ANALOG DEVICES ORD | COM | 032654105 | — | 287,443 shares | $114,163,736 |
| MACOM TECHNOLOGY SOLUTIONS ORD | COM | 55405Y100 | — | 296,293 shares | $112,700,968 |
| CIENA ORD | COM NEW | 171779309 | — | 226,198 shares | $110,963,691 |
| TTM TECHNOLOGIES ORD | COM | 87305R109 | — | 585,401 shares | $109,481,695 |
| LUMENTUM HOLDINGS ORD | COM | 55024U109 | — | 127,088 shares | $109,049,129 |
| VIAVI SOLUTIONS ORD | COM | 925550105 | — | 2,267,067 shares | $108,252,449 |
| HEWLETT PACKARD ENTERPRISE ORD | COM | 42824C109 | — | 2,342,236 shares | $105,658,266 |
| MARVELL TECHNOLOGY ORD | COM | 573874104 | — | 349,599 shares | $104,142,046 |
| BROADCOM ORD | COM | 11135F101 | — | 260,516 shares | $98,409,919 |
| NEBIUS CL A ORD | SHS CLASS A | N97284108 | — | 356,181 shares | $98,366,507 |
| INSIGHT ENTERPRISES ORD | COM | 45765U103 | — | 771,966 shares | $94,025,459 |
| TOWER SEMICONDUCTOR ORD | SHS NEW | M87915274 | — | 359,758 shares | $93,767,325 |
| STMICROELECTRONICS ADR | NY REGISTRY | 861012102 | — | 1,030,699 shares | $77,189,048 |
| SANDISK ORD | COM | 80004C200 | — | 28,939 shares | $65,799,472 |
| FABRINET ORD | SHS | G3323L100 | — | 112,696 shares | $63,344,168 |
| MOTOROLA SOLUTIONS ORD | COM NEW | 620076307 | — | 136,714 shares | $56,775,957 |