Holders — by stockHoldings — by fund
Analog Century Management LP
Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 0001753384
$2.73B
disclosed book value
25
positions
5.8%
largest position share
Positions, as of 2026-06-30
top 25 of 25 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held
| # | Issuer | Shares | Value | % of book |
|---|---|---|---|---|
| 1 | AMATAPPLIED MATERIAL ORD | 219,615 | $158.8M | 5.8% |
| 2 | APHAMPHENOL CL A ORD | 809,893 | $142.8M | 5.2% |
| 3 | TSMTAIWAN SEMICONDUCTOR MNFTG ADR 5 ORD | 296,487 | $141.6M | 5.2% |
| 4 | MUMICRON TECHNOLOGY ORD | 119,129 | $137.5M | 5% |
| 5 | NVDANVIDIA ORD | 677,694 | $135.6M | 5% |
| 6 | ONTOONTO INNOVATION ORD | 333,422 | $126.2M | 4.6% |
| 7 | AEISADVANCED ENERGY INDUSTRIES ORD | 332,945 | $124.1M | 4.5% |
| 8 | ALABASTERA LABS ORD | 253,619 | $122.5M | 4.5% |
| 9 | SIMOSILICON MOTION TECHNO ADR REP 4 ORD | 362,502 | $120.8M | 4.4% |
| 10 | ADIANALOG DEVICES ORD | 287,443 | $114.2M | 4.2% |
| 11 | MTSIMACOM TECHNOLOGY SOLUTIONS ORD | 296,293 | $112.7M | 4.1% |
| 12 | CIENCIENA ORD | 226,198 | $111.0M | 4.1% |
| 13 | TTMITTM TECHNOLOGIES ORD | 585,401 | $109.5M | 4% |
| 14 | LITELUMENTUM HOLDINGS ORD | 127,088 | $109.0M | 4% |
| 15 | VIAVVIAVI SOLUTIONS ORD | 2.3M | $108.3M | 4% |
| 16 | HPEHEWLETT PACKARD ENTERPRISE ORD | 2.3M | $105.7M | 3.9% |
| 17 | MRVLMARVELL TECHNOLOGY ORD | 349,599 | $104.1M | 3.8% |
| 18 | AVGOBROADCOM ORD | 260,516 | $98.4M | 3.6% |
| 19 | NEBIUS CL A ORD | 356,181 | $98.4M | 3.6% |
| 20 | NSITINSIGHT ENTERPRISES ORD | 771,966 | $94.0M | 3.4% |
| 21 | TOWER SEMICONDUCTOR ORD | 359,758 | $93.8M | 3.4% |
| 22 | STMSTMICROELECTRONICS ADR | 1.0M | $77.2M | 2.8% |
| 23 | SNDKSANDISK ORD | 28,939 | $65.8M | 2.4% |
| 24 | FABRINET ORD | 112,696 | $63.3M | 2.3% |
| 25 | MSIMOTOROLA SOLUTIONS ORD | 136,714 | $56.8M | 2.1% |
Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.