Analog Century Management LP - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on February 13, 2026, for the 2025 Q4 period, Analog Century Management LP held in its portfolio 24 assets valued at $2,032,503,334 (i.e. $2.03B).
The most valuable assets in the portfolio included: NVIDIA CORPORATION ($136.70M), LUMENTUM HLDGS INC ($123.09M), and TAIWAN SEMICONDUCTOR MFG LTD ($119.74M).
The chart below shows the top 10 valuable assets, and the table below shows the top 24 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
Analog Century Management LP - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| NVIDIA CORPORATION | 732949 | 136694989 | COM |
| LUMENTUM HLDGS INC | 333949 | 123090262 | COM |
| TAIWAN SEMICONDUCTOR MFG LTD | 394038 | 119744208 | SPONSORED ADS |
| NOKIA CORP | 16111905 | 104244025 | SPONSORED ADR |
| APPLIED MATLS INC | 404442 | 103937550 | COM |
| MACOM TECH SOLUTIONS HLDGS I | 606169 | 103824626 | COM |
| MICRON TECHNOLOGY INC | 359680 | 102656269 | COM |
| CIENA CORP | 428787 | 100280416 | COM NEW |
| AMPHENOL CORP NEW | 728059 | 98389893 | CL A |
| ADVANCED ENERGY INDS | 463939 | 97134908 | COM |
| TOWER SEMICONDUCTOR LTD | 811470 | 95282807 | SHS NEW |
| BROADCOM INC | 260894 | 90295413 | COM |
| KLA CORP | 71648 | 87058052 | COM NEW |
| FABRINET | 173298 | 78899113 | SHS |
| CAMTEK LTD | 693720 | 73773653 | ORD |
| MOTOROLA SOLUTIONS INC | 185485 | 71100110 | COM NEW |
| TE CONNECTIVITY PLC | 294566 | 67016711 | ORD SHS |
| HEWLETT PACKARD ENTERPRISE C | 2716725 | 65255735 | COM |
| MONOLITHIC PWR SYS INC | 70723 | 64100498 | COM |
| ON SEMICONDUCTOR CORP | 1085296 | 58768778 | COM |
| ASTERA LABS INC | 309013 | 51407403 | COM |
| ALLEGRO MICROSYSTEMS INC | 1890072 | 49860099 | COM |
| UNIVERSAL DISPLAY CORP | 401726 | 46913562 | COM |
| SENSATA TECHNOLOGIES HLDG PL | 1284898 | 42774254 | SHS |