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.
Top Valuable Stocks in Analog Century Management LP Portfolio
NVIDIA CORPORATION
LUMENTUM HLDGS INC
TAIWAN SEMICONDUCTOR MFG LTD
NOKIA CORP
APPLIED MATLS INC
MACOM TECH SOLUTIONS HLDGS I
MICRON TECHNOLOGY INC
CIENA CORP
AMPHENOL CORP NEW
ADVANCED ENERGY INDS
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